Processes Archives - Page 3 of 3

Client Testimonials Request

This process follows the steps to sending out (Google) Testimonial/Review requests to clients and tracking the outcomes.

Simon BarbaroNovember 21, 2023

Footy Tipping Competition

Every year, Finspective holds an AFL Football Tipping Competition for our Clients, Business Associates, Family and Friends. The competition runs from Round 1 up until…

Simon BarbaroNovember 15, 2023

General Enquiries

General enquiries that come through means such as email, phone, website messages or even social media, will need to be triaged and assigned correctly. This…

Simon BarbaroNovember 15, 2023

First Contact Meeting Notes – Template

First Contact Meeting Notes - Template This file is part of the Process - First Contact Chat

Tyson CrottyNovember 15, 2023

First Contact Framework

First Contact Framework - Part of the Process - First Contact Chat

Simon BarbaroNovember 15, 2023

First Contact Chat

This is how we go about setting up and delivering the Introductory Chat. The outcome of the chat will also determine how to proceed with…

Simon BarbaroNovember 15, 2023

Invoices & Billings

Finspective Financial Services and it’s underlying departments/businesses require all incoming and outgoing payments to be processed and documented in Xero. This process follows the necessary…

Simon BarbaroNovember 15, 2023

Quarterly Marketing Schedule

Every quarter, the marketing department will complete a series of articles, posts and EDMs. This process covers the scheduling and tasks behind organising the materials…

Simon BarbaroNovember 15, 2023

Posting Articles and Blogs

As professionals within our industry, providing additional knowledge, tips, and advice to through Articles and Blogs is a great way to keep our current and…

Simon BarbaroNovember 15, 2023