Most firms think of advisory as a meeting: an hour each month to review numbers and talk about financial strategy. The value of that hour, however, depends on the work around it: clean books beforehand, the right questions asked in advance, and follow-through afterward. Here’s how that work comes together in Client Hub, using one advisory client's month as an example.
The situation: A client is a landscaping company owner on a monthly advisory package, deciding whether to add a second crew before spring comes around.
Advisory meetings stall when the first 20 minutes go to "What was this $4,800 charge?" Client Hub's QuickBooks Online and Xero integrations send uncategorized transactions to the owner as client tasks, which they can answer from the mobile app between job sites. After the books review, you can then publish the financial reports to the client portal a few days early so the owner arrives having already read them. Set the forecast update as a dependent step in the job so nobody starts modeling on an incomplete close.
Send a short questionnaire through the portal: How many spring contracts are signed? What would a new crew lead cost? Do you have a quote for the additional truck? The would require the owner to photograph the dealer quote and upload it from their phone. You walk into the meeting with everything needed to build a hiring scenario, rather than collecting it live.
The Meeting: Spending the Hour on the Decision
With the cleanup and data gathering already done, the full hour goes to the question the owner cares about: can the business carry a second crew through a slow first quarter?
After the Meeting: Making Follow-Through Visible
Remember: every commitment becomes a task with an owner and a due date. The client sees "Request financing terms from two lenders by the 20th" in the portal, with automated reminders if it slips. Then your team gets "Build a 12-month cash flow scenario with and without the second crew." Next month's meeting opens with that list.
Give each advisory job a budget and track time against it. If you priced the package at six hours a month and the time tracking dashboard shows the client averaging ten over a quarter, then you’ll have specific numbers to bring to a repricing conversation.
Repeating It for Every Advisory Client
Save the full sequence as a recurring job with step-by-step instructions. You can also use custom fields to record each client's package tier and meeting cadence. A newer team member can then run the same cycle for the next client without starting from scratch.
The simplest way to begin is to map one advisory client's month exactly as described above and build it in Client Hub. Once that cycle runs smoothly, roll it out to the rest of your advisory clients!
Every advisory practice runs a little differently, and the best way to know whether this cycle fits yours is to see it with your own workflow in mind. Book a demo with Client Hub, and we'll walk through how to set up your first advisory client, from meeting-ready books to follow-up tasks!
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