Professional services
The work is excellent. The months between the work decide whether clients stay
BREME maps the client journey for accounting, bookkeeping, financial planning, broking and legal firms, from first enquiry to the annual review, and builds the fixes into the practice software you already use.
Thirty minutes, no charge and no deck. We will tell you honestly whether a review is worth doing.
One client's year
A client's year with your firm has two or three busy moments. Everything in between is where loyalty is decided
Switch between what most firms send and a mapped journey. Every point is a moment someone is actually living through.
Stage by stage
The journey, stage by stage
Where each stage sits on the year, what it sounds like inside your firm, and what we look at when we map it.
The six pillars here
What each pillar looks like in this world
Who this is for
The organisations this work suits
Owner-led accounting and bookkeeping practices, financial planners, mortgage and insurance brokers, and small law firms with a small team, already running practice management or CRM software. Messages stay within your professional and licensee obligations, and you approve every word.