This checklist provides a structured workflow for scoping out better advisory opportunities from within your client base.
Built upon the advice of Bethanie Hawkins, Digital Transformation Consultant at Menzies, and Ryan Pearcy, Associate Partner at Scrutton Bland, this 10-step checklist will help you kickstart a new advisory service line at your firm.
Without a clear roadmap, it’s hard to identify profitable opportunities or prioritise effectively.
Repetitive, manual processes limit your ability to offer tech advisory services to more clients.