Accelerate Your Accounting Channel
Signed partners who aren't activating. A sales team having the wrong conversations. Both are costing you revenue. I work on both.
The gap costs more than you think.
Most accounting channel problems come back to two things. Partners who signed up and went quiet. And a sales team that hasn't made the shift from transactional to strategic.
The Stalled Majority
A large percentage of your signed partner base never completes onboarding or actively rolls out the software to their clients.
The Path of Least Resistance
Accountants default to legacy habits for complex work. They use new software for basic tasks, leaving your most valuable features untouched.
The Internal Alignment Gap
Sales teams are incentivised to hand over partners quickly. Customer success teams are left managing accounts that were never ready to grow.
The Resource Trap
You cannot afford white-glove service for everyone. Attempting to scale personalised training with limited headcount leads to inconsistent adoption and high churn.
We've already got a strong onboarding process, but it's critical that we continue to scale. Having gone through this process with Nomad, I feel much more confident that our team, our processes and our structure are set up in the best way to help us do that.Andy Collings, UK Country Manager, Active Workpapers
High Impact
Process and behaviour design
I diagnose why activation is stalling and design the interventions to fix it. That means onboarding architecture, behaviour change frameworks, and account management process.
Sales enablement
I embed alongside your channel team to shift how they sell. Call listening, coaching, frameworks, and direct support until strategic conversations become the default.
Ways to engage.
Every engagement starts with understanding what is actually going wrong. From there, you choose the level of involvement that fits the work.
Activation Audit
A short initial diagnostic engagement delivering a comprehensive report, highlighting your revenue leaks and recommendations to fix them.
The audit can involve different activities, depending on the level of audit selected:
- Start-up Audit
- Scale-up Audit
- Enterprise Audit
Sales Enablement Partnership
For vendors whose channel team needs to sell more strategically. I embed alongside your SDRs and BDMs. I provide call listening, coaching, frameworks, and direct support, embedded in your team.
Implementation Projects
After your audit, you'll always have the choice to execute on the recommendations yourself, but you can also engage my expert team and carefully selected partners to deliver on the proposed interventions for you.
My range of services include:
- Process Design
- Behavioural Design
- Team Training or Coaching
- Direct Intervention with Key Accounts
- Development of Digital Assets
- Sales Enablement
Growth Retainer
If we both enjoy working with each other - and there's enough work to do - there is the option to work together more deeply through a regular, retained engagement.
This allows me to integrate deeper into your team and processes - as well as monitor our interventions and adopt a mindset of continuous improvement.
Some example use cases for this engagement are:
- Fractional Head of Activation
- Scaled Video Execution
- Continuous Optimisation
Ready to accelerate your accounting channel?
Whether you are diagnosing a stalled partner base or building on a channel that is already performing, every engagement starts with understanding what is actually happening.
Book a Discovery Call