This is the last article in a series on “Qualifying to Make Sure Telpay is a Good Fit.” The goal is to help educate our ASP Partners how to properly qualify their clients at the beginning of the sales sign up process, by asking the right questions and having all the knowledge needed to ensure the client is a good fit for Telpay and 100% satisfied.

Congratulations on completing the qualifying steps, now it is time to move onto the signup process with the Telpay Application Form. It can be found online at http://www.telpay.ca/business then clicking on the ‘Sign Up Now’ button. Here are three important tips to help you properly complete the application form:

1. We strongly recommended that you complete the application form on behalf of your clients. As their accountant or bookkeeper, you are already familiar with the Telpay form and processes.

2. It is important to remember that when completing the application form, that you enter your client’s business information in the following sections; General Customer Information, Company Physical Address Current Banking Information, etc.,

3. Your contact information is entered under the ‘Primary User’ section. This will have you setup to become the initial point of contact for your client.

If you need further clarification on the application form or other topics we covered such as processing limits, funding options or basic operating facts, please contact your Business Development Consultant at 1.800.665.0302.

The series is from Chartered Accountant, consultant and author, Jeff Borschowa, from his book, 8 Pillars for Exponential Business Growth. The series is focused on how to find new and better ways to integrate innovation and technology to enhance the customer experience and improve efficiency in the accounting process.

Key performance indicators (“KPI’s”) measure how well your business is meeting your CSF’s. Well-designed KPI’s will help you answer some variation of the question: “Are we getting closer to our definition of success?” KPI’s will be very specific to your business type or industry, as they are created based on the CSF’s that keep your business going.

If you do not currently have KPI’s, do research to see what others in your industry are measuring. Implement KPI’s slowly at first. I often see a lot of businesses going from no KPI’s to suddenly having a significant number to monitor. Too much at once can be counterproductive and confuse staff. I suggest picking your most important CSF and creating two or three KPI’s around it. Once you are comfortable with the process, start to expand to cover additional CSFs.

Next: Part 3 – Customer Selection and Ranking