It’s good to talk with... Nick Cole

#10 Taking assumption out of client communication

Nick Cole

Nick Cole / Float

David Tuck

David Tuck / Connect4

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David Tuck speaks to Nick Cole about Float and how it can be used to inform good short-term cashflow decisions.

With over 20 years experience in creative agencies, Nick has a broad and in-depth knowledge of business development strategy. His insight into client communication gifts us with a really important take-away from this episode of It’s good to talk with clients: take assumption out of client communication. Relaying information without an assumption of your client’s knowledge or understanding will make you client relationships stronger.

Float is an award-winning operational cash flow forecasting add-on for Xero, Quickbooks Online, and FreeAgent. Providing accountants with forecasting that is reliable, intuitive and visual, it also helps to facilitate proactive accountant-client communication.

  1. Introductions
  2. Background experience with clients
    • How Nick’s agency experience informs his client relationship management
  3. Accountants talking to clients
    • Account-client communication: past, present and future
    • Take the assumption out of client communication!
    • Don’t assume your client’s level of understanding/experience
  4. Effects of the pandemic
    • Exposing the need for proactive communication
  5. The Float platform
    • How Float facilitates future-orientated client communication
    • Versus traditional historical financial reporting
    • A demonstration of the platform
  6. How can people find out more about Float?

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