Who can see a manager’s notes about a person?

Only that manager. Key person risk scores, House of Change rooms, coaching plans and observations are working notes; they are not published to the company, to the person, or to their development record.

Does adding staff change what we pay?

Your plan is set by headcount. If the staff you record pass your band, we tell you, and you move to the right band from your next bill. Nothing is blocked. See Help for the detail.

Is it included in my plan?

Yes. Every people tool comes with every BBE plan, for every user.

Home › Partners

For accountants, advisers and coaches

Become the adviser your clients rely on for everything

Your clients already trust you. Better Business Expert covers every key area of their business, so you can help with all of it, not just your part, and build relationships that last for years.

What you get

A complete toolkit for every client. The diagnostic, the top ten tips, the Financial Health Check, VisionWeb and the process, partnership and people tools, with every client on one screen in the Adviser View.

What it is worth

More reasons to see every client, and 30% of their licence fees, paid quarterly. Your client pays the standard plan price; nothing is added.

Watch: why partner with Better Business Expert

Narrated by Nigel Moore. Every business, client and person shown is invented. The figures in the film are an illustration only: your fees are your own and results will vary.

How you use it with a client

Start with the free diagnosticWhere the business is now, across every key area, and how it compares with similar businesses.
Work through the top ten tipsOver 100 practical step-by-step guides that help everyone build a plan for any area that needs work.
Run the Financial Health CheckWhere they are now financially, across profitability, efficiency and stability.
Build the plan in VisionWebA three-year plan in real detail, that the whole team can get behind.
Move into processes, partnerships and peoplePractical tools so the right people are doing the right things at the right time.
Keep every client in the Adviser ViewEvery client on one screen: how each compares, and who needs a call this week. You see only the tools each client allows.

Your own brand

Use it in your own firm first, then with every client. You can also run Better Business Expert under your own brand: white label is available to partners with five or more active clients, for a one-off set-up fee and a monthly fee, with “Powered by Better Business Expert” kept underneath. Ask for the partner prospectus.

Questions from partners

Does my client pay more because they came through me?

No. Your client pays the normal plan price, monthly with no minimum term. Nothing is added for your share.

How is my share paid?

30% of the licence fee paid by each client business you bring to Better Business Expert, paid quarterly in arrears. Partners sign a three-year partner agreement.

What can I see of my clients’ work?

Only the tools each client allows, tool by tool, and they can change it at any time. Private tools, such as retirement plans, key person notes and anything about a client’s staff, never appear in the Adviser View. A partner can never delete or overwrite a client’s own version.

Can my whole firm use it?

Yes. Your firm’s account holder decides which adviser works with which client, and everyone sees combined figures across the firm’s clients.

More detail: how the partner arrangement works.

Become a partner

Talk to Nigel about partnering

Tell us a little about your firm and your clients, and we will show you how it works with your own client list.

Email nigel@betterbusinessexpert.co.uk 07905 164776