Inbound Call Intelligence: Winning Strategies for Current Cases and New Leads

Name: Inbound Call Intelligence: Winning Strategies for Current Cases and New Leads
SKU: Recorded Version | September 2023
Availability: InStock

Delegate, Save Time, and Embrace the Freedom to Pursue Your Passions

Recorded Version | September 2023

$149.00

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Did you know that delegating your most basic administrative tasks can be cost-effective, scalable, and accessible for businesses of all sizes (including you, Solos)?!

Here's The Problem

You believe no one else can understand your business as deeply as you do, so you refuse to delegate important tasks. This is true even for the most basic tasks.

The tasks most people delegate are the technical aspects of the work, so you stop doing the work you enjoy and start doing the administrative tasks you don't enjoy.

Fearing that others won't uphold your high standards, you take on every responsibility yourself, causing a bottleneck in your workflow and hindering overall productivity and growth potential.

All of this leads to some form of stress or burnout.

But now, there's a cost-effective and reliable strategy without hiring and training in-house staff.

Also, the best part includes outsourcing the administrative tasks, so you can get back to enjoying what you love, which means you won't be as stressed.

This strategy:

Is scalable, so you can scale up or down based on your business needs, giving you the freedom to adapt and grow without constraints.

Is easy to implement by learning from my successes and failures, so you can get started today, which means you are one step closer to the practice you want.

Improves your work-life balance, so you can achieve a happier, healthier life, which means you have more time to spend with your family

Is ridiculously cost-effective (it costs me $120/mo), so you can reduce overhead costs, which means you can use those resources to grow your practice

Eliminates wasted time, so you can maximize your time on revenue-generating activities, which means you can make more money

Removes the need to be tied to the office, so you can focus on other aspects of the business, which means you can unlock more time to work on other projects

Ensures opportunities are addressed immediately without your involvement, so you can stay focused, which reduces the mental stress and strain of dealing with everything as it comes in.

Why am I qualified to provide any BVFLS automation advice?

1. I do this work every day, so I understand the challenges you face from start to finish, then trying to pack in a "life".

2. I have executed over 700 comprehensive valuation reports for private companies.

3. Practitioners who have used these techniques have shaved off hours of work on their engagements.

Don't just take our word for it. Take a look at this.

Gregory M. Clark, CPA, CVA, MAFF Managing Member

“The report automation tool has helped save me hours on all my engagements. Allowing to me to prepare reports more efficiently and effectively. The project management tools ensure that I know where all my projects are at and what the last communication was with my clients. This allows me to spend more time with my family. When things come up outside of the office, I’m able to quickly reference my project and resolve the client’s questions.”

What's included:

A one hour webinar, exploring the features and benefits of streamlining, inbound calls, And achieving a better work-life balance.

Template files you can plug and play

A PowerPoint presentation illustrating each step of the process

This webinar will become available on September 12, 2023

One hour of CPE credit

This course is $149, which includes unlimited access to the webinar and the training materials

The webinar can be purchased after the date of the live event. However, if you attend live you will show you all of the reporting secrets I perform in my reports to have the best report possible.

As with life, there are no guarantees. However, if you take a course and find that you didn't get ANY value, then I'll give your money back after 30 days of your purchase.

If you’re a BVFLS experienced solo that is too busy to start? Like last year, you will probably be busy next year too.

Leverage my successes and failures to get a jump start automating your reports without the guesswork.

What is this webinar series about?

This webinar series is about automating various aspects of your practice. Said another way, it’s creating an effective and efficient way to repeat a process whether it’s doing the work, planning the work, or growing the business. My goal is to help you automate your practice to achieve your short and long-term goals.

When it comes to automating my practice, what step do you recommend first?

First, imagine what you would do with your free time. Would you spend it growing your business, or doing something for yourself? Once you have defined your business and personal goals, you will know what types of tools to implement based on your lifestyle choices.

Why does this webinar series matter?

When I started out, I had no tools or insight how to build a automate my practice or build repeatable processes. I failed to learn how to work efficiently so I could have more time, which would allow me to achieve my goals.
Over time, I researched tools and developed processes that have allowed me to achieve large case flows while maintaining a lean practice without the extra stress.
I want to give you the freedoms that others would kill for. With those freedoms, some will work less and some will grow their practice. The choice is yours. What will you do with your new-found time? Me, I go to bed early (disgustingly early).

Who is this course for?

New Practice: This course is for the BVFLS practitioner who wants to hang their own shingle, but doesn't have the insight of a well-run solo practice
Existing Practice: This course is also for the BVFLS practitioner who is looking to streamline inefficient processes, so they can do more (or less) with their time.

Who are you? And why should I listen to you?

My name is Nick Mears, and there are three reasons why you might listen to me:

I have over ten years of BVFLS experience and have completed over 700 valuation engagements, over half of which was as a solo.
When I started out, I had nothing. No clients, software, tools, or income. I have used my toolkit to grow my solo practice into a benchmark for success, while working less hours than other solo practitioners
As far as I know, I am the only BVFLS practitioner offering practice automation programs.

How long will it take to see results?

You can lead a horse to water, but you can't make him/her drink. Practitioners implementing Solo Rocket tools have already seen process improvement, which means more time to do what you want.

Do I get lifetime access?

Yes! When you purchase a webinar, you have lifetime access.

Learning Objectives:

Upon successful completion of this course, you will be able to:

Learn the principles behind outsourcing BVFLS administrative tasks and how to leverage these features to improve responsiveness and client satisfaction.
Diagnose common bottlenecks and challenges in inbound call management and develop strategies to overcome them.
Acquire techniques for better time management, ensuring prioritization of tasks and improved productivity.
Evaluate the cost benefits of tools, techniques, and strategies for outsourcing administrative tasks, focusing on achieving maximum efficiency with minimal investment.

Delivery Method:

Group Internet Based

Recommended CPE Credit:

1.0 credits

Field of Study:

Specialized Knowledge

Prerequisites:

None

Program Level:

Basic

Advanced Preparation:

No advanced preparation is needed

Resources:

Prior to the event, a participant will be emailed a PDF file of the slides. Participants are also able to record each session on their personal computers.

Continuing Professional Education Credits:

Attendance will be tracked through the session and CPE credits will be awarded at the conclusion of the program. Participants will receive hour-for-hour continuing professional education (CPE) credits for actual time spent in sessions based on a 50-minute hour. No credit will be given for missed or partial sessions.

Course Registration:

Participants have the opportunity to register for the webinar via this link. The registration link is also posted on the website or through email campaign. Upon registration, participants will receive instructions for how to log into the webinar.

Record Retention Policy:

Solo Rocket, LLC will retain program and participant records for five years. For each session, these records will include the following: date of session; session attendance log; PDF file of material covered; and amount of recommended CPE credit. Each participant may obtain their attendance records at any time by contacting admin@solo-rocket.com. A program evaluation will be completed by the participant at the end of the webinar and added to their participant records.

Refund, Cancellation, & Transfer Policy:

Refund requests must be received via email at least one week prior to the date of the webinar. Attendees will receive a link to the recording following the program; the recording does not qualify for CPE credit. For more information regarding refunds, complaints and/or cancellation policies, please contact 806-853-7832 or admin@solo-rocket.com.

Complaint Resolution Policy:

Solo Rocket, LLC will make every attempt to resolve complaints to the participant’s satisfaction. The customer service department will handle calls at 806-853-7832 or via email at admin@solo-rocket.com.

Course Update Policy:

The content of the event is in compliance with NASBA content renewal standards.