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App advisory badge: Trade and construction

Self-paced learning
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Learning objectives

Once you’ve successfully completed this course, you will be awarded a ‘trade and construction specialist’ badge, which will be displayed on your Xero advisor directory profile.

Your practice will also be eligible to display the badge, once it has:
  • Three or more trade and construction clients tagged in Xero HQ
  • One client connected to a trade and construction app featured within this course

Is this course right for me? This course is ideal for anyone who wants to recommend apps to their trade and construction clients. This course includes the modules from the Offer app advisory services course. If you’ve already completed these modules, you won’t need to complete them again.

App Advisory
  • Understand to benefits of providing app advisory
  • Get to know the three levels of app advisory
  • Gain insights into your clients’ industries
  • Identify the right apps and app stacks for your clients
  • Decide how to price your app advisory
  • Learn about cloud integrators and what they offer
  • Find the right cloud integrators and choose the level of involvement
  • Work with your clients to make recommendations
  • Offer ongoing services to deliver more value to your clients

Trade and Construction
  • Understand the benefits apps can bring to your practice and your clients
  • Get to know some examples of the popular trade and construction apps
  • Assess your client’s needs by building a profile of their business
  • Segment your clients based on their job type and goals
  • Standardise your app evaluation and selection process for trade and construction clients
  • Develop your practical skills in selecting the right apps by working through case studies

Course outline

    App Advisory:
    • Understanding app advisory
    • Getting started with app advisory
    • Using cloud integrators
    • Working with clients
    Trade and Construction:
    • Getting started with trade and construction
    • Understand your clients business
    • Select the right apps for your clients
    • Job-based clients
    • Project-based clients

Topics covered

  • Apps

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