The Client Interview

Hours can be modified by re-opening the interview.

  • Locate the report you would like to edit and click the options drop down
  • Click on Edit Interview

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  • Along the top of the Interview page there is a drop down "Revisit Completed Steps"
  • Click on My Company

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  • On the next page (near the bottom) you can edit hours (and other profile information)
  • Make sure you save and continue all the way to the end of the interview making any other needed changes along the way

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After selecting the report type and approach RCReports will gather required information to produce the report. The method RCReports uses to gather this information will vary slightly depending on the approach selected.

The Cost Approach: AKA the many hats approach gathers a lot from information on the varied tasks performed by the business owner. Because of this the interview can be completed by you or your client.

After selecting the timeframe of the report you can open the interview and enter the information on your client’s behalf. To make gathering the required information as simple as possible you can download a Paper Version of the online interview and have your client fill it out.

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OR send an email invitation to your client and they can complete the online interview when it’s convenient for them. Once your client finishes the online interview, RCReports will send you an email notification that the interview has been completed.

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When completing the interview from your dashboard, the interview will open in a new tab in your browser.

Please Note: The online interview is branded with your firm’s information and the URL is masked. If your client completes the online interview they will not be able to connect it to RCReports.com.

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The online interview is simple and easy to complete. If you gather the information from your client in advance, it should take you less than five minutes to input the information. If your clients complete the online interview on their own it will typically take them about 15 to 20 minutes.

 

The Market Approach: AKA the industry standard approach is short and only requires about a handful of inputs. Because of this the interview will open in your RCReports dashboard. (There is no option to have your client input this data). To make gathering the required information as simple as possible you can download a Paper Version of the interview and have your client fill it out.

  • Select the timeframe, occupation and location.

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  • Then the information specific to your client and their business.

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  • Select Convert to Report and Save

The Income Approach: AKA the independent investors test is short and only requires four inputs. Because of this the interview will open in your RCReports dashboard. (There is no option to have your client input this data). To make gathering the required information as simple as possible you can download a Paper Version of the interview and have your client fill it out.

  • Select the timeframe, and input the other required information.

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  • Select Convert to Report and Save

Go To Editing the Interview

 

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We built RCReports to be client centric and most of your activity will take place in the clients tab.

The reports tab is a simple way to find and view reports without opening a client’s profile.

View this brief video for a tour of the Clients Tab and Reports Tab.

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