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My full assessment

Set up and Planning

  • Created a business plan
  • Assessed the value of the market
  • Tried to sell to customers
  • Confident
  • Confident

Market Research

  • Neutral
  • Confident
  • Neutral
  • Confident
  • Neutral

Finances

  • Very Confident
  • Very Confident
  • Very Confident
  • Very Confident

Sales

  • Confident
  • Neutral
  • Neutral

Operations

  • Very Confident
  • Very Confident
  • Very Confident
  • Very Confident
  • Very Confident
  • Very Confident
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CA Kaival Patel Entrepreneur Mentor

Location India
Venture Industry Accounting/Tax Services
Languages spoken
  • English
  • Hindi
Recent Activity

What I need help with

My background as an entrepreneur

My current challenges

My current challenge is to generate at least one lead (Either B2B or B2C) daily.

Actions I’ve taken so far

I am cold calling almost 25 people a day. I have also started writing on my Linkedin page and trying to network with my potential clients over LinkedIn.

My future goals

My future goal is to generate leads, talk with them, close the deal so our operation team can provide the service to clients.

My motivations to work with a mentor

I will be flying to Canada in August 2020 and will be staying over there for a long period. But currently, I am in India, so would like to know the ways to generate leads, close the deal and new ideas to bring clients on board.


About my venture

Currently, I am living in India. We have an outsourcing accounting and tax firm in India. Our ideal customer is CPA working in public practice in Canada. As India has skilled labor and low rentals, we can afford to get the work done of CPA in almost 60% of his existing payroll cost. The same level of quality work and CPA would be saving almost 40% of his cost.

Countries of operation: Canada, India