How will you tell your clients about Synnch?

First impressions are important. How you initially introduce Synnch within your client base, and how you manage some common objections, especially when your clients are moving from no recordkeeping to Synnch, will have an impact on their ultimate decision to adopt the technology.

Whatever level of partnership you choose, there is a range of options available to introduce your clients to the platform that will align with your brand and approach. Whether you opt for a full client-base activation or recommend Synnch when the need arises, we have the resources ready to support you and your team.

Synnch is only one part of an effective compliance strategy. It’s simply a tool your clients can use to better manage their recordkeeping. Synnch is not the compliance holy grail, and like any other SaaS, successful adoption will ultimately be determined by the workflows, accountability and oversight developed to embed the new technology.

Moving from no recordkeeping to Synnch can seem intimidating, however our streamlined subscriber journey, and intensive support throughout the 30-day trial help make this transition as smooth as possible. Transitioning your clients to Synnch is made easier by educating the importance of their key compliance obligations, and then introducing Synnch as a digital tool designed to help.

Objections are common and to be expected in any change management process, but how you manage them and connect them back to your client’s risk profile will make the difference.

A common misconception is Synnch requires double handling of records and evidence, this is not the case. Synnch is fundamentally a tool for documenting core activities and experiments, not project managing new products or services. The self-assessment process and the systematic progression are rarely identified or managed within your client's existing business systems.

The focus should be on delineating experimental activities from existing systems and then documenting the systematic progression, timesheets, and the associated expenditure in Synnch. This is made easier by our Xero integration, where wages & salaries and other overheads are allocated as timesheets are created.

Even if a contemporaneous workflow cannot be achieved in Synnch, completing critical tasks like hypothesis development and experiment design can dramatically improve your client’s compliance outcomes. When resourcing effective recordkeeping is a blocker, Synnch can be utilised to ensure even a little effort goes a long way. Utilising this approach, your client may only access Synnch a handful of times throughout the year, but in doing so, they can quickly document their self-assessment process and systematic progression.

What digital tools do your clients use to keep records, are they effective? Please share your experiences, we'd love to hear from you.

If you or any Consultant in your Firm or Practice needs help to introduce your clients to Synnch please reach out, our Team are here to help.