Monthly Fireside Chat – Auditing/Expense Management
Wednesday, December 05, 2018, 2:00 PM - 3:00 PM EDT
Category: SCTC Events
We are announcing a Monthly Fireside Chat – Auditing/Expense Management. The first session Is scheduled for Wednesday, December 5, 2018 at 2 pm (Eastern).
The objective of these Fireside chats is help our members in 2 fundamental areas:
- Improve our practices. What can we learn from each other? What tips/techniques/tools can we share?
- Improve Marketing. How can we better market our services? Tailoring our efforts based on industry (i.e. Medical, Government, High Tech, etc.).
Each month we would discuss a specific topic area. Examples of Topic areas include:
- PRICE – What do most members charge (% and years). What % of business is Fixed price, Hourly, Contingency.
- PRODUCT - a couple of members would share their auditing deliverables and how it has worked for them.
- PLACE –How do we obtain clients? Do we use agents and if so, what type of agents.
- PROMOTION – How do you promote your business? Should we band together and develop a Standard Speech that we can give to a target audience?
- TARGET MARKET – What type of clients do you go after and why? What type do you avoid and why?
- COMPETITION – How do you compete against a TEM firm? Other types of “Auditors”? How do you Differentiate yourself (from other Consultant/Auditor)?
- SERVICE – Types of difficult clients? How to address common issues? Ongoing TEM Support.
The first Fireside chat is a general introduction. After discussing the objectives and format, we will look to setup the next Fireside chat, which will cover the topic of PRICE. Here is the schedule:
- Week 1 - Solicit survey questions. Here are some examples of questions/comments that may be included in the “PRICE” Survey.
- What do you Charge (% and years)?
- % of Business (Fixed, Hourly, Contingency)?
- Charge for Recovery (Credits), Forward Savings or Both?
- Different pricing schedule (size of clients, industry, location, etc.)?
- Where do you find credits/savings % (Voice, Data, Wireless, Data/Internet, Others)? Example (80% Voice, 15% Wireless, 5% Data/Internet)
- Payment Terms (upfront, 100% due at completion, over time (i.e. monthly/quarterly)?
- What is included in Pricing (On site HQ meeting, On site Branch/Division meetings, Project management, On site changes, etc.)?
- Your Contract – Clauses/Language – Address - Prevent client from taking your recommendations, implement, and not compensate
- Your Contract – Clauses/Language – Address – Other potential problems.
- What has been the most difficult engagement? Why? How was resolved?
- Willingness to present your example (i.e. your contract, your report, your document, your experience, etc.) at the next Fireside chat. Will be allot time on next Fireside chat.
- Action items. Our members to investigate their sources/contacts to gain information which will be shared.
- Week 2 - Send out a Survey (above questions) for completion.
- Week 3 - Compile and tabulate Survey results
- Week 4/5 – Next Fireside chat January 9, 2019. Review survey results for PRICE.
CALL DETAILS BELOW
Meagan Bowker is inviting you to a scheduled Zoom meeting.
Join Zoom Meeting https://zoom.us/j/387756491
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