Why I Give Away My SOPs
Jul 14, 2023I have received criticism for being overly transparent about my processes and procedures, which may come as a surprise to some considering the traditional notion that accountants sell their knowledge. However, as I've progressed in my career, I've come to realize that many others offer similar services. What truly sets professionals apart is the customer experience they provide.
It is crucial not to shy away from sharing your processes and systems, as long as you have confidence in the exceptional customer experience you offer. In fact, openly discussing your methods can demonstrate your expertise and build trust with clients. By emphasizing the unique value you bring through your approach and the positive outcomes it delivers, you differentiate yourself from the competition.
The key takeaways from this episode are:
1. The customer experience sets professionals apart. Sharing processes and systems is not a drawback but an opportunity to showcase your expertise and build trust with clients.
2. Be confident in the exceptional customer experience you offer. Openly discussing your methods differentiates you from the competition and highlights the unique value you bring.
3. Emphasize service, experience, and personalization in your offers. Prioritize delivering positive outcomes to clients, reinforcing the value of your approach.
What you'll hear in this episode:
[0:50] I am very open with my processes and procedures.
[3:06] The reason why I am so open to sharing my processes and procedures.
[6:05] The importance of service, experience, and personalization within your offers.
Related Episodes:
A Hospice Care Doctor's Advice on Building a Wealthy Life with Jordan Grumet
My Advice for High School and College Grads
Building a Marketing Plan You'll Actually Stick To with Lauren Tilden
Resources:
Tactical Resources:
5-Day Financial Mindset Refresh: https://www.keepwhatyouearn.com/refresh
Create a Custom Podcast Playlist: https://quiz.tryinteract.com/#/6303d4c525b1e80018d47cfa
Grow Cash Flow for Your Business: https://www.keepwhatyouearn.com/endless-cash
Tax Deduction Guide: https://www.keepwhatyouearn.com/tax-deduction-guide
CFO Power Session: Text POWER to 860-609-6374
See how much you can save with an S Corp: https://www.keepwhatyouearn.com/keep-what-you-earn-s-corp-calculator
Additional Resources & Connect with Shannon:
Find everything you need at https://www.keepwhatyouearn.com
Questions about this episode? Text me! https://my.community.com/shannonweinsteincpa
Hire us: https://www.fitnancialsolutions.com/accounting
Find me on IG: https://www.instagram.com/shannonkweinstein/
Meet me face-to-face on YouTube: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ
The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.
