Prepare and guide your clients
Every client moment follows the same path: Prepare, Guide, Execute.
The process is familiar, but the guidance is tailored. Each moment includes specific preparation, conversation guides, and action steps to help you confidently support clients through their unique challenges and opportunities.
Prepare
Understand your client’s situation, spot the opportunity, and know the outcome you want to drive.
Guide
Take control of the conversation, focus on what matters most, and guide your client to the right decision.
Execute with impact
Agree clear next steps and use Sage to make execution simple, consistent, and scalable.
These are the top moments that matter in your client journey where your guidance makes the biggest impact –
see the Moments Library for more.
Prepare
Understand your client’s situation, spot the opportunity, and know the outcome you want to drive
Client
context
What stage are they at (start-up, growth, scaling)?
Key
signals
Review their numbers, trends, and recent activity
Client
Opportunities
Identify 1–2 areas where you can add value
Your
angle
What insight, question, or advice will move them forward
Identify their ‘moment’
Spot 1 issue or opportunity to discuss with them
Review the client’s latest financial data
Spot 1 issue or opportunity (cash flow, growth, efficiency, compliance)
Prepare 2–3 questions to open the conversation
Select any supporting learning or tools you may share
Your goal:
Walk into every client interaction with a clear point of view — not just data.
Guide
Take control of the conversation, focus on what matters most, and guide your client to the right decision.
Turn data into simple, clear insights
Ask the right questions to uncover root issues
Help the client prioritise what matters most – to them
Start with a clear
insight
“Here’s what I’m seeing in your business…”
Ask questions that move the conversation forward
“What’s driving this?”
“What’s your goal here?”
Connect insight to
action
Explain what they should do and why it matters
Introduce
support
Share relevant tools, content, or next steps (not everything — just what’s needed)
Your goal:
Help the client feel clear, confident, and ready to act.
Execute with impact
Agree clear next steps and use Sage to make execution simple, consistent, and scalable.
Make it easy for the client to take action
Use tools and workflows to remove effort
Keep momentum after the conversation
Agree clear next
steps
What will the client do? What will you do?
Use Sage tools to enable execution
Automate tasks (e.g. bookkeeping, data capture)
Share learning or guidance for the client to follow
Track
progress
Set a follow-up or checkpoint
Reinforce
behaviour
Keep guiding the client back to the plan
Your goal:
Ensure the client doesn’t just understand – they need to take action to see results.