Theme

This lecture covers building persuasive proposals in Engager, legal distinctions between proposals and letters of engagement, and practical compliance measures for AML and professional clearance. It details psychology, testimonials, pricing, onboarding steps, image handling, footer design, forms status, packages and pricing presentation, portal invitations, meeting locations, automation timelines, bulk communications, Zama integration, management accounts meeting positioning, and the development roadmap including TaxCalc integration.

Takeaways

1. Engager Live weekly show focused on Engager; the audience confirmed audio/video working
2. .[Johann Goree] asked attendees to submit questions in the Q&A box (question mark in a speech bubble on the bottom bar) rather than webinar chat, as Q&A items persist until marked answered
3. No new features shown; proposals were recently revealed; recording available in the Help Centre; session will cover how [Johann Goree] built a proposal for their firm
4. Clarification to Cheryl: email stating 'proposal can be sent, followed by the letter of engagement' is wording; proposal is sent, and the LOE follows immediately on the same screen; not different from Monda.y
5. Compliance notes: some governing bodies claim AML must occur before LOE; [Johann Goree] includes 'this letter of engagement is subject to initial and ongoing satisfactory AML checks' in the LOE and challenges unenforceable rules; similarly, professional clearance can be made a condition ('subject to satisfactory professional clearance from your previous accountant, if relevant')
6. Observation: governing bodies have requested rules that are 'not actually legally enforceable' and paradoxically endorse proposal tools that have worked the same way for years; '[money talks]' comment
7. Proposal structure overview: built entirely within Engager tools (not Canva), except circular headshot and signature image prepared externally; includes branding, title 'service proposal' (can rename to 'quote'); introduction addressing 'Jay Gory Limited' and 'On Point Accounting Limited'
8. Value reinforcement via research: Goldsmiths University of London independent research indicates businesses with accountants/bookkeepers have revenue growth around 11.5%' higher than those without
9. Customer feedback section: five-star image from Canva; two testimonials selected to emphasise value and team responsiveness (Jade’s contactability), not just deadlines/tax accuracy
10. Psychology emphasis: frame fees as 'investment' rather than 'cost'; reinforce outcomes like revenue growth and responsiveness to make the proposal more desirable