Set your first implementation goal
Now we’re going to frame what we want to accomplish with our first few accounts before rolling out to the entire portfolio.
Rushing this process will leave the majority of your clients saying, “🤷 cool… dashboards… what do I do now?”
We’re looking for more of a “😮 Oh my ‘lanta! What would I do without you?!?” type of response
Narrow your segments down to 4-5 accounts to start with, then expand.
No need to bite off more than you can chew, we’re building this business to last, let’s do it right.
Take your target niche segment and continue to narrow down the list based on:
Who is currently using cloud-based software. It’s not there’s more value here, it’s that cloud-based systems are easier to integrate with and you will get real-time data. Once you’ve proven the value of your Malartu accounts, you can pitch that to your on-premise clients no problem.
Does anyone already have a specific issue identified? Anything they’re currently struggling with? It goes without saying, but solving a specific issue will immediately position you as a trusted resource for you client. You can do A LOT with your Malartu account, so let’s tackle the nitty gritty up front.
Does anyone need to consolidate their accounts first? Plain-and-simple, financial reporting is miserable when the client owns multiple separate entities with multiple accounting files. Malartu Consolidate is a powerful module that will immediately change the game for consolidated reports. It’s super easy to use too. If you have client’s that require consolidation, this is a great place to start to demonstrate tremendous value out the gate.