Build a service line around funding

Complete training programme for your firm

Roll out funding as a service line in 90 days. 

The Playbook is a proven training programme that takes your firm on a journey, from internal training through to launch, marketing and promotion. 

Compare Plans Or give us a call today on 020 3696 9700.
We're ready to help.

HOW playbook WORKS

1
90 day firm-wide programme
From building the foundation in your practice, through to internal processes and external promotion, we’ll support you all the way.
  • Build and train a dedicated funding team
  • Create internal structure and process
  • Launch and promote to the wider market
2
Build and train your funding team
The first phase is all about setting the foundation and building out your internal funding team.
  • Centralise the funding process
  • Fill existing knowledge gaps with training
  • Get Capitalise funding certified
3
Launch your strategic initiative
The second phase focuses on strengthening the support team in your practice and build out your funding process.
  • Training day to kick off the next stage
  • Swag packs for funding and client teams
  • Set goals for success
4
Promote your new service line
In the third phase, we work together to find the best way to tell potential and existing clients about your new capabilities.
  • Host co-branded webinars and client events
  • Create and share co-branded collateral
  • Capitalise content to share with your clients

LET'S TALK PLAYBOOK

Introduce a service line around funding. We help you with the process, pricing and marketing communications.

BENEFITS OF playbook

Evolve your service offering

As bank branches disappear, accountants have the opportunity to step into the role of the bank manager. The market is changing and so should your firm.

Deepen client relationships

SMEs that apply for funding with the help of their accountant are 4x more likely to be successful. Help your clients build stronger balance sheets. 

Upskill your employees

Give your employees a chance to differentiate their skills. Selecting a specialised funding team is a significant opportunity for internal development. 

Differentiate your firm

Use your new service line to differentiate your firm and attract new clients. Our Playbook gives you the tools and collateral to promote your new service line to the market. 

Compare Features

Playbook Read more
pro
  • Dedicated account manager
  • Strategic implementation plan
  • Internal training
  • Capitalise certification in funding
  • Marketing support & collateral
enterprise
  • Dedicated account manager
  • Strategic implementation plan
  • Internal training
  • Capitalise certification in funding
  • Marketing support & collateral

CHECK OUT OTHER FEATURES

MARKETPLACE

Access to 100+ lenders

Businesses are 4x more likely to get funding with guidance from an accountant. We have a fast, fair process and intelligent matching to banks, alternative finance and independents.

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LEARN

Deepen your funding knowledge

Our online educational tool takes you through the funding market, its products and how to talk funding with clients. Get Capitalise certified today.

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CAPITALISER

Get the latest funding, product and event updates

Everything from you'd want from a newsletter PLUS competitions, treats and even collateral to help you promote funding to your clients.

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