Calculate Your Lockhart Advantage™

ad●van●tage – noun
The quality of having a superior or more favorable position.

"My business has changed overnight from using Lockhart presentation materials. Clearly, it has been the best investment I have made this far."

A.R. Hoxton IV, CFP, AAMS
Hoxton Financial, Inc.

Our work has automatic “curb appeal” thanks to our Lockhart covers. Keep up the good work!

Deliver the ”WOW!” And Get Paid for All You’re Worth

In professional knowledge firms and B2B, large-scale projects, and business proposals, you sell intangible items. The client has no way to measure value other than by the subtle mental cues or signals they pick up on every time they interact with you and receive your final deliverables. In the world of intangibles, the final product is some type of report or hard copy paper product. After all your preparation and hard work for the client, the moment of truth arrives. It’s the moment when you present the final document to the client. This is the document that you ultimately expect to get paid for.

So much of what your firm does from the client’s perspective is intangible. In today’s market, it is critical for your firm to make a powerful connection of value and professionalism with your clients and prospects.

Do your clients value your work and expertise?
Are you being paid for all you're worth?
What impact is your current market position having on the bottom line?
Are you building the right client mix?
How does this mix impact your firm’s goals and objectives?

Do you know?

“Perception is reality. Feelings are facts.”

How do your clients know that you are a premium provider?

“This perception-is-reality principle holds true because clients have no means to judge your internal quality or competence. So they fall back on those things they do feel competent to grade you on. Then their evaluation of these non technical areas carries over to your technical performance.”

Marketing Your Intangibles by David W. Cottle, CPA, CMC

How do you put a price tag on your firm being positioned as a premium provider?

Professional work deserves professional presentation.

The intellectual capital you invest in client documents demands quality packaging to create professional value. From tax returns to sales proposal, from financial plans to firm profiles, you want your clients to see you at your absolute best. The quality of the presentation covers you use can make all the difference.

That’s where we come in. For over 26 years, the Lockhart mission has been to help firms brand a distinctive and unique image of excellence so they can achieve their goals. We do that with The Lockhart Platinum Presentation Collection™ of world-class tax and report covers.

Welcome to the Lockhart Advantage™

The Lockhart Advantage™ can help your firm stand out in a crowded marketplace; impress clients with your professionalism and passion for quality. Lockhart World Class Tax and Report Covers increase your bottom line and help you win new accounts and retain clients. But how do you quantify the intangible?

What if…?

You could increase client billings by one percent… or more?
You could retain a client one additional year… or more?
You could increase new client acquisitions by one percent… or more?

Are you doing everything you possibly can to align your image with the vision of a professional who is simply not another commodity? How do you treat the client moments of truth at your firm?

“We have looked at a lot of presentation materials and have never seen anything as professional as the Lockhart covers.”

“I never thought it (Lockhart presentation covers) would matter. I wish I had done this (gone with Lockhart) twenty years ago. CPAs need a product to sell. That’s what this does.”

What if you could increase client billings by one percent… or more?

It depends on how you handle moments of truth:

Have you bound the client documents in the best presentation folders available?

-- or --

Do you deliver your client presentation using a generic report cover?

“Your products have been a real positive image setter for our company.”

“Our new clients say, ‘Our previous CPA never presented anything like this.’.”

What if you could retain a client one additional year… or more?

It depends on how you handle moments of truth:

Do you sit down with your client and review their meticulously prepared reports and explain to them how your services are helping them move closer to their perfect future?

-- or --

Do you email them a PDF and tell them to print their own copy?

“We are completely satisfied with the Lockhart products. Not only do they look professional, classy, and elegant -- they are extremely easy to assemble and reassemble.”

“Lockhart has allowed us to elevate our image to a whole new level among our clients.”

What if you could increase new client acquisitions by one percent… or more?

It depends on how you handle moments of truth:

Have you packaged the documents with as much class as possible in a well-organized and uniquely bound report cover?

-- or --

Do you boilerplate proposals using off the shelf pocket folders?

Calculate Your Lockhart Advantage™

Just three easy steps will allow you to determine the potential impact of The Lockhart Platinum Presentation Collection™ of world-class tax and report covers in your firm:

Determine the Net Present Value (NPV) of one of your current clients.
Assess the Lockhart Advantage™ of increasing billings by just one percent (or more) and increasing client retention by one year (or more).
Calculate the impact increasing new client acquisitions by one percent (or more) with the Lockhart Advantage™.

Open the Lockhart Advantage™ Worksheet Now!
(Microsoft Excel required)

Calculate Your Lockhart Advantage™

Now that you have calculated your Lockhart Advantage™, give us a call at 1.800.966.2709 to request your free samples and special offer kit!