Independent Consultants & Business Coaches

Are You Ready to Revolutionize Your Practice?

Before we jump on the road to 15X, let’s take a quick analysis of your current condition. You may have been in business a long time or are relatively new. Do you have any of the following symptoms?

Call Us +1 877 -218-2657
Book a Demo
Play Video
  • Stagnant growth; no time for finding new clients
  • One-off projects with no coaching opportunity.
  • Projects not running to completion; no coaching opportunity.
  • Difficulty in delivering promises made for your projects.
  • Monthly coaching runs out of steam.
  • Client does not seem enthusiastic or engaged
  • Getting comments that everything seems “cookie cutter.”
  • Do not see any way to scale your practice.
  • Can’t find a path to stand out over your competition.

If you identified one or more of these in your self-diagnosis, then you may qualify for the “Roadmap to 15X”.

View 365 is pleased to introduce you to the holistic business organization hub called Wispa.  It is the key element in your “Roadmap to 15X”.  At View 365, a division of Lake Hart Associates, we faced all the same issues above with our clients, consultants, and coaches.  There had to be a better way!  We presented our dilemma and out of the box solution to a top-notch software developer and the results were just amazing.  Gone are the traditional methods replaced by a cloud based interactive system that keeps the client fully engaged. What is the “Roadmap to 15X”?  Based on our experience at View 365 we found a path that literally guarantees success while simultaneously giving you the ability to scale your practice, retain clients, and earn residual income.

Play Video

Overcoming Roadblocks

There are so many opportunities to help new clients. Their issues can be sales, profitability, cash flow, bidding, bookkeeping, financial reporting, estimating, project management, quality, material acquisition, staffing shortages, communication problems, and quality of life. The list is almost endless. You are the expert at fixing these issues, but you keep running into the “unspoken problem”. It is called “Organization”.

In order for your project or coaching to be successful the client needs to have an organization that is effective in following your recommendations. You will probably find that the founder of the company was once a skilled tradesman (from plumbing to computer science), started small, and grew to a large business. No formal training in organizational skills, wears a lot of hats, works long hours, maybe even making lots of money, but probably unhappy with the quality of life.

Call Us +1 877 -218-2657
Book a Demo

The Unspoken Truth About Organization Projects

If you ignore the organizational issues and focus on just fixing the client’s big problems, there is high degree of probability that the end result will not be what you promised (one-off project or no coaching opportunity). We need to tackle the organization. With traditional methods of organization effectiveness projects, you face the following:
  • It has the potential to be very boring.
  • Lots of manual paperwork generated.
  • Client engagement is difficult especially when busy.
  • Difficulty in delivering promises made for your projects.
  • Important but client not seeing immediate benefits in the project.
  • Client gets excited when tackling the big issues but not so much when working on the organization.
  • Substantial amount of project dollars and time taken away from solving the big problems.
  • Seems like the client is one silo and you are in another.
  • Worst of all it has the potential to be put on the shelf.

This Problem Will Disappear If Your Practice Is On The Roadmap To 15x!

View 365 is here to take your consulting or coaching life to a new level.  Gone are the clients not engaging in the critical organization part of the project (notice how excited they get when the project shifts to the “big problems”).  The client was in one silo, and you are in another.

Management Consulting Firm
Play Video

The Roadmap To 15x Puts Everyone In The Same Silo!

View 365, utilizing the Wispa holistic business organization hub, has a 3-step process to revolutionize your practice and deliver results to your clients that will keep them for life. It is all about meaningful engagement from inside your practice, with the client in the project, and his business going forward. I am going to keep this at a high level and not get too deep into all the feature details. But if you are one of those detail persons then click this link and you will be returned here when finished
Call Us +1 877 -218-2657
Book a Demo

Independent Roadmap Step #1

View 365 will assist you in installing Wispa in your client’s business. It is cloud based, requires no IT expertise, and runs on any platform (Windows, Apple, IOS, Android). It is customized to the client’s specific needs, supported remotely, and has industrial grade encryption. Training time is minimal for you as you already understand all the principles of organization; you just need to know how to navigate in Wispa. It will immediately transform the way the way the client operates internally, give you complete control over the project in real time and a new way to communicate with the client during the project and more importantly afterwards.

Many Of The Common Features Are

01

 No 3rd party apps are required for video meetings, chat, document sharing, e-signatures, project management, suggestion system (public and autonomous), to-dos, calendar (individual, group, company).

02

Productive meeting system that is state of the art saving lost time and personnel costs.

03

Full integration with Office Word, Excel, PowerPoint, and Google Docs, email integration with Outlook and Gmail, file sharing services such as Dropbox, One Drive, Google Drive, and Box.

04

Works with Slack, WhatsApp, and other chat services.

05

Real time finger on the pulse of their business whether in the office, at home, working remotely or at the beach.

06

Personality assessment system helps your client select the best staff.

07

Provides scalability for their business.

08

You will always be in contact with the client through their Wispa portal.

How Do I Use Wispa In My Project?

To get the real 15X you use Wispa in your project in place of the traditional organization model.  You still need to customize it to their business structure and train the client but the advantages for your project are enormous.  Consider the following:

  • Install Wispa on day 1 of the project. Why? The client will be engaged immediately.
  • Reduce the time for organization related work from 2 – 3 weeks to 3 – 4 days.
  • Frees up project money to solve other important issues in the client’s business that only you can do
  • You will quickly be able to show the client the value and saving of a proper organization.
Call Us +1 877 -218-2657

What Is In It For Me?

  • You will get residual income from Wispa as long as the client is active.
  • You will immediately become more efficient in handling clients remotely and can expand your practice to suit.
  • You have more time to procure new clients.
  • If you get 5 simultaneous clients View 365 will give you Wispa for free for your own practice.
  • After 5 clients you can choose to do the setup on your own and be in full control.
  • Your projects have a greater opportunity to run to completion.
  • You will set yourself apart from the traditional consultant or coach.
  • You can become the client’s trusted advisor.
  • You have a consensual business relationship with the client going forward and can prevent a competitor from taking your business.
Book a Demo

Independent Roadmap Step #2

This step is optional but is a great opportunity if you can maintain 5 simultaneous clients with View 365 as you will get your own Wispa for your practice for free. You now have the power of the WRM.
Call Us +1 877 -218-2657
Book a Demo
Play Video
It is the Work Relationship Manager (WRM) feature that makes Wispa standout for project management and retaining clients. It is unique in the market and will give you an advantage in delivering results to clients. Some of the features are:
  • A portal (with industrial grade security) that gives the client access to your firm and the staff assigned to the project.
  • Access to the client’s documents, spreadsheets, and other project documentation.
  • You can upload project documents to the portal.
  • Clients can e-sign contracts and weekly reports eliminating mail or overnight services.
  • Client can communicate with the company publicly or privately for sensitive matters.
  • A complete chain of all emails, chats, documents, meetings, etc. kept in the portal so anyone with the proper authority can step in and resolve urgent issues.
  • Allows your practice to have a constant progress report on the project eliminating surprises.
  • The portal is your way to keep the client engaged once the project is complete for future work opportunities.

Independent Roadmap Step #3

While Step #1 and Step #2 will generate 15X, you can exceed this by leveraging the power of View 365 and Wispa in areas that you have avoided in the past due to not having access to the resources or the fear of losing your client to someone else. Step #3 will give you access to new resources that you totally control. Once you are certified to install Wispa, you will join View 365’s list of certified installers for your consulting or coaching expertise. You will also have access to other trades without the worry of losing business because you are in control. For example, the community will have:
  • Estate planning
  • Tax strategies and planning
  • Insurance products
  • Retirement plans
  • Financing
  • Accounting services
  • Legal services
If you pick one of these, you get a residual or referral fee for the work they perform (based on the legal requirements for the state you are working with). You have the assurance that if you forward them work, they will not “steal” your client for the work you perform. Another benefit is that if any of their clients need consulting work you will be in the directory and will have an opportunity to pitch them.

What Our Client Says About Us

Vu 365 and Wispa provided me with the opportunity to sell monthly coaching that my clients often need on an on-going basis. ­The coaching is also a major advantage because I can now train my consultants remotely, who often live in different states across the country. We have more than doubled our revenue this year, and I am confident we would not have been able to do that without Vu 365. Thank you!
Mark David
Mark DavidManagement Consulting Firm
We highly recommend and they are very professional. Vu 365 and their solution, Wispa has helped me to make it easy to scale up my business without taking any impact on quality or effectiveness. Working in this way is easier and more profitable than ever before. I get the best of both worlds. Lovely work and fast!
Paul and Andy
Paul and AndyAccounting and Tax Firm
We got to work with the Vu 365 team. I would recommend Vu 365 to any company looking for the comforts of one complete workplace solution. I was very reluctant at first, but they made switching over seamless and they are so kind and professional! Thanks @Don and @Charlotte
HeleneFinancial Services and Wealth Management Practice
Previous
Next

Are You Ready For The Roadmap To 15x? Talk To An Advisor Today!

Book a Demo