Design Phase
In this phase, you'll learn what you need to consider when reviewing your processes, the conceptual frameworks to implement advisory services and how to price based on the value you provide.
Design Phase Introduction
Design Phase Check-In
Framing Your Mindset To Transform
Understanding Static Deliverables
Rewiring Your Approach
Module Quiz
Bookkeeping Check In
The Helm Advisory Pyramid
Bookkeeping, Controllership and CFO
The Bookkeeping Process
The Bookkeeping Process Template
Module Quiz
Cash Flow Advisory Check-In
Designing Your Cash Flow Advisory Framework
The Types of Cash Flow Advisory Services
Cash & Capital Management Services
Pop Quiz! Cash Flow Advisory Review
Choose Your Cash Flow Advisory Framework
The Forecasting Framework
The Cash Management Framework
Putting It All Together
Pricing Check-In
Pricing Basics
Pricing Theories
Value Based Pricing Challenges
How To Value Price Cash Flow Advisory
The Helm Emotional Pricing Framework
Pricing Considerations
Wrap Up!
Module Quiz
Design Phase Feedback Survey