Client investment programs

What is an investment program for a client?

As a professional services business, identifying revenue opportunities is essential to ensure the growth and success of your business. Entering investment program information against a client record in advaise.app can help you track and manage revenue opportunities with your clients.

An investment program is a strategic initiative the client is undertaking to improve their business. Research your client's investment programs through speaking to contacts, checking the client's website, annual reports and public announcements, as well as searching for articles and reports in financial or industry publications.

You can add as many investment programs as needed to a client record. These programs will help you track and manage revenue opportunities with your clients. Make sure to keep the expected revenue updated as more information becomes available.