Professional Services Resource Center
Find the exact tools, community and funding info you need
Consultants and leadership coaches are now stuck having very personal conversations over Zoom. Lawyers and accountants might be doing business remotely for the first time. Bottom line, your peers in the professional services sector are all facing new challenges finding new clients, maintaining relationships, and keeping sensitive information secure in remote work environments. Below, find a curated list of industry-specific resources, experiences from fellow professional services owners about the challenges they’re facing, and how-to guides designed to help you reopen your doors and get back to business.
What Your Peers are Sharing with Hello Alice
“Because of the public health risks associated with in-person meetings and conventions, one of Groundwork's primary approaches to acquiring new business is not available. Groundwork is currently considering two immediate tweaks to its business model: (1) additional go-to-market strategies, especially digital outreach, and (2) additional customer acquisition strategies, including free first-time consultations and partnerships with other service providers. We are also exploring potential new services, like executive coaching and remote facilitation training, for our same client markets.”
The Christie Law Firm LLC
I have pivoted to offering estate planning services for families, which means an increase in supplies and use of digital services. Now that I have changed my primary focus to estate planning, I need additional resources for marking online and other support to manage this workload while preparing for the eventual reopening of my state.
Create a New Business Plan
In a world where the only certainties are things like taxes, there will always be a need for legal, financial, medical, and professional advice. But how can your business best take advantage of the seismic shift in the economic landscape? Take this time to rethink your business plan and take control of your future by exploring opportunities, testing the waters, and investing time, money, and energy where it matters.
Reopen the Office Safely & Sensitively (If You Reopen it at All)
Even office workers are not exempt from the social distancing and PPE requirements that have become the new normal for businesses across the world. And once you institute these safety measures, you still need to make sure that your team feels safe and supported coming back to the office. Check out the Guides below for best practices and resources on how to tackle these challenges — and if they seem like more trouble than they’re worth, consult the third Guide on how to rethink or even eliminate your office space.
Secure Your Business Data
The COVID-19 pandemic revealed once and for all that yes, it is possible to be a lawyer or accountant and work from home. But how do you make sure all that sensitive personal, financial, and legal information is safe from prying eyes now that you’ve severed your connection with paper trails and filing cabinets back at the office? Check out the Guide below for a primer on the tips, tricks, and tools for keeping data both secure and conveniently accessible as you work remotely.
Printable Flyers for Your Place of Work
The U.S. Chamber of Commerce has put together common COVID-19 templates to post in your physical location: one safety poster to describe safety measures taken to minimize risk for your staff and customers, and another poster with a standard employee health questionnaire to help screen for COVID-19. You’ll be able to customize these posters to fit your needs. All you’ll need to do is print them out.TEMPLATESEMPLOYEE QUESTIONNAIRE