Scope, Pricing, + Sales
Breakaway Sales 101
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Tracking Personal Sales Leads in Asana
This three minute video will show you how to locate and use templates in Asana, featuring our sales template available for advisors to track their personal sales leads.
Sell Like Clockwork
Breakaway Advisor Nicole Rose Yen leads a discussion exploring our relationship with money, and how that affects our attitudes towards selling, and our success in business.
The BreakaWAY: Dollars + Cents "Charging what you're worth
Join us for a guide on how to “Charge what you’re worth”, how to handle price increases and exciting news from our CEO, Shea Keats.
The BreakaWAY: Pricing 101
Join us for a refresher on Breakaway pricing methodology that emphasizes value-based pricing to create bespoke plans for clients, using starting points such as active listening and tiered pricing. The Breakaway way always focuses on relationship-building, helping advisors keep ahead of industry trends.
Pricing: Relationships
Learn how to price a client and build a relationship with them simultaneously, making them feel seen and heard!
What Does 'Advisor' Mean Anyway? And How Do I Price My Services Accordingly?
At Breakaway, our work gets to the heart of small business. We come alongside our clients to make sure they are maximizing joy and minimizing frustration. Learn what being an "advisor" really means to your clients, and how to develop pricing that reflects the level of service you provide.
Dollars + Cents
Our CEO, Shea Keats, shares tricks and tips on how to "charge what you are worth." she also shares a breakdown of the advisory services and rates.
Identifying Your Ideal Client Scope
We talk a lot about client experience, but what is it like to work with YOU? What work do you enjoy most? What work do you dread? Learn how identifying your interests can lead to higher satisfaction for both you and your clients, and what to do when your ideal scope and your ideal client’s needs don’t match up.
CFO Pricing & Scope
Learn how our featured CFO is leaning into time tracking: efficiencies, articulating value, uncovering learning opportunities, and getting the right people in the right scopes. At Breakaway we don't lean into hourly billing, however, we celebrate when people use it for strategy and adding value to both our teams and our clients.
Pricing and Scope for Bookkeeping
Can you make $10k a month bookkeeping? Yes! Watch this recording to find out which advisor has met this goal, how many clients they have, how many hours they work, what their growth goals are, and their top advice for achieving your personal goals too.
Building Tiered Scopes Using Touchpoints
Michelle Löpez uses a pricing template to demonstrate ways to explain different project scopes to your clients based on the number of monthly touchpoints.
Value Pricing: An Alternative to Hourly Billing
Many accountants are used to billing by the hour. In this session, we discuss why Breakaway recommends a “value pricing” model instead, and the benefits it can bring for you and for your clients.
How Much Do You Want to Make?
Martin discusses how to set goals for your business, and how to use Breakaway resources to meet those goals.
Niches
Kristen leads an interactive discussion about the benefits of focusing your business to serve a niche industry.
Pricing Special or One-Off Projects
Kristen answers common questions about how to identify, price, and demonstrate value when working on a one-off or special project.
Clean-up Projects
Learn about some different clean-up project scenarios and how to price them appropriately.
When and How do I Fire a Client?
Sometimes, an advisor client relationship just isn’t working out or has run its course. Join Kristen for tips on how to determine if it’s time to end a client relationship and ways to do so gracefully.
Easing the Fear of Change
How do you make a sale when a potential client doesn’t have an urgent problem they need solved? Martin discusses how to articulate your value when a client may be hesitant to change the way they do things.