By Chad Wright
ProfitCents reports contain a wealth of useful information. To help clients retain the important details from your consultation session with them and apply this information to their business practices, it is a good idea to establish relevant goals and action items to be addressed prior to their next consulting session. Always provide the client with recommendations for reaching these goals.
The client can take the list of action items and goals and work towards them to improve their business. Save your recommendations to the client and track their progress from each consulting session. You can then use this information in future consulting sessions to show the client how far they have come and help you and the client to set future goals together.