Be a part of the

Better Business Owner Revolution

Help create smarter, more knowledgeable and confident business owners, fostering transformative shifts in their profit, relationships and practices.

Save yourself valuable hours whilst also
making positive changes to the way Australians manage their businesses.

This course provides your Clients with the foundational business knowledge needed to answer your questions, know how to provide and understand what and why you are asking for particular information.

They’ll also have completed their own worksheets and analysis’s before utilising your services saving you huge amounts of time.

**Saved time**
Your upfront hours per client are massively reduced, improving your profitability per client
Utilise this course to generate not only qualified clients, but clients you know are invested in your process. Have quality conversations and know your time is valued and will generate you a return on your investment, in a shorter timeframe.

**Provided Resources**
Our course provides downloadable worksheets and information to help your clients learn how to manage and track their business.

**Valuable Knowledge**
You’ve provided them with access (at their cost and buy in) to tangible, authentic and valuable content. This means they are serious.
It helps you build relationships and keep the client long term whilst you are **earning a generous 20% commission on each sale.**

Why use this course

Are you spending to much time educating your clients on basic business principles?

Lack of knowledge

Many clients don't know what they want, or are trying to achieve. They don’t know how to get to where they want to be within their business.

No understanding

Clients have a lack of understanding for the depth of work in preparing for your services. They often have little to no idea where their business is going, how they will get their, how to finance it, or what to plan for.

Wasted hours

Many hours are spent training clients and requesting them to provide the correct information the first time. Often information is incorrect or out of date.

When to offer

Our course is meticulously designed to cater to a diverse range of participants and diverse times along their journey, from those integrating new clients into their fold, to seasoned business regulars striving for excellence. It is exceptionally beneficial for newcomers, laying a solid foundation for a prosperous business journey.

What the course includes

Access to 8 valuable online video modules

Your clients will get access to our easy to follow online video modules on cash flow, budgeting, gap tracker and tax which they can do in their own time and at their own pace!

15+ Downloadable activity worksheets to put their learning into practice and to help them develop strategies

Our worksheets are designed to help them understand the content and develop their very own business strategy and journey!

18 Quizzes and surveys to test their knowledge and reflect on their progress

Put their learning to the test with quiz questions at the end of each module to reinforce what they have learnt!

Access to an exclusive online community for extra support on their financial journey

Connects your clients with people who are just like them, sharing tips and tricks on how they are taking back control of their finances while keeping each other accountable well after the course is finished!

What they will learn

Learn and understand the foundational importance of business and its impact on long term success.
Including - Business Research, Contracts, Branding, Entity Structure, Communications, Understanding Compliance and OH&S
Learn effective systems for a sustainable and scalable business.
Including - Client Onboarding, Business Efficiencies and Customer Journey Approach.
Learn to understand basic Financial Management.
Including - Quoting for Breakeven and Profit, Understanding Different Components of Financial Management and Understanding Financial Statements.
Learn the ability to forward cashflow forecast.
Including - Why Business Success requires forward Cashflow Planning, Difference between a budget and a cashflow forecast, How to Cashflow Forecast
Create a Defined Goal Set and an Accountability Plan.
Including - Volume/Sales Targets, 12 month plan, 5 year plan, Exit Strategies, Accountability
Create a Relationship Building Value Proposition and Networking/Development Plan.
Including - Business Networks, Industry and Client Relations, Building Technical Knowledge, Coaching, Problem Solving, Creating Solid Products/Services
Learn Cognitive Awareness of the interaction between the different components of a business.
Including - The connection between Financial Awareness e.g. Marketing Strategy, Quality of Service, Referrals and Lead Funnels, Communication, Repeat Business
Create solid business foundations and develop technical skills for quality client outcomes.
Including - Authentic Brand & Owner Rep, Technical Knowledge and Relationships, Business Owner Mindset, Business Acumen, and Boundaries

How to Get Started

Sign Up.

Sign up below to become a part of the Better Business Revolution. Upon signing up you will be provided with your unique coupon and URL.

Embed.

Embed our course as a button link on your website or simply offer your unique url or coupon to you clients by your existing marketing channels.

Promote & Earn.

Start promoting to your clients today and earn your commissions monthly with no out of pocket costs of your own!

For help embedding this course into your website or if you are requiring a new website or landing page, we have partnered with Jayne from Flirt Group. Click here for more information on how Flirt Group could help you.

Lets go!

Non Solicitation Agreement

Sign Up Today

As a business owner of nearly 20 years, Sarah is acutely aware of the hard work that has gone into building your client base. We provide a Non-Solicitation Agreement to protect you (we have no interest in your clients!). Check out our sample agreement below and if you are happy to proceed sign up today.

SAMPLE Non-Solicitation Agreement

Name

First Name

Last Name

Email

Phone

(###)

###

####

Legal Entity Name

Trading Name

What Advisors are saying

“The Helix Planning Better Business Course is a valuable business acumen course that we recommend to all our clients. Whether your clients are new to business or established business owners, the course offers invaluable learnings and insights to help take their business to the next level. Delivered by Sarah Eifermann, a seasoned business coach, the eight modules cover essential topics for business success no matter the industry. We love the flexibility this course offers, with online learning and the ability to opt for all eight modules or choose individual modules based on their specific needs. This means we can refer our clients to a specific module (eg. Cash flow forecasting) where we can see that need within their business. We also find notable the downloadable workbooks that take the course from a generic training session to a hands-on experience directly applicable into the clients’ business. The workbooks also enable our clients to come to us with an action list so that we can best help them reach their goals. A business coach isn’t always the right fit for our clients, but this course is perfect to assist all of our business clients.”

— Trudi Cowan, TCK Accountants.

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