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amy-hirschi-1416708-unsplashSpotlight Starter Overview

Becoming a Trusted Advisor 

A key ingredient of becoming a trusted advisor is delivering 'value-add' services. You can do this using different cloud tools to provide insightful reporting for your clients. This video explains in simple terms how to deploy value-add advisory services across your client base – specifically, this is what's covered:

  • A short tour of Spotlight's three main tools in 'action' with a focus on highlighting key differences of each. 
  • How to best apply Reporting, Dashboard and Forecasting tools across your client base. 
  • Sample reports to help engage new advisory clients. 
  • Sample Services Opportunity Matrix to design your advisory services.

Why being a Trusted Advisor is so important for your client

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Watch the video