Business owner
Help your clients move from identifying the problem to implementing the solution.
When a client understands the problem but lacks the capacity to implement the solution, ProOne Group can help turn the agreed priorities into coordinated action.
Why advisers introduce ProOne Group
A consent-led, coordinated process.
- 01Adviser identifies need
- 02Permission obtained
- 03Joint discussion
- 04Assessment
- 05Coordinated implementation
- 06Consent-based reporting
Who does what
| Activity | Business owner | Existing adviser | ProOne Group | Specialist supplier |
|---|---|---|---|---|
| Identifies need | ✓ | |||
| Grants permission | ✓ | |||
| Introduces ProOne Group | ✓ | |||
| Leads assessment | ✓ | |||
| Coordinates implementation | ✓ | ✓ | ||
| Delivers specialist work | ✓ | |||
| Leads within their field | ✓ | ✓ | ✓ | |
| Provides consent-based updates | ✓ | ✓ | ✓ | ✓ |
Business owner
Existing adviser
ProOne Group
ProOne Group · Specialist supplier
Specialist supplier
Existing adviser · ProOne Group · Specialist supplier
Business owner · Existing adviser · ProOne Group · Specialist supplier
Common referral scenarios
Implementation capacity
The strategy is clear, but internal capacity, capability or bandwidth is limiting progress.
Disconnected priorities
Good advice exists, but initiatives are not aligned, sequenced or resourced to deliver.
Growth readiness
The business is ready for growth, but key foundations need to be strengthened.
Simple. Structured. With your client’s permission.
If client permission has not been obtained, describe the situation without identifying the client.
- Quick details about the client and context
- Permission confirmation before identifiable information
- A preferred next step for the introduction
Discuss whether ProOne Group is the right fit for your client.
Tell us what is happening in the business and we will help identify the right starting point.