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Keep your service offer in step with what clients need.

See competing services, published fees and client developments in one weekly brief. Decide whether to adjust your offer, improve a referral arrangement or have a useful conversation with an existing client.

Example · Professional services

Merefield Accountants · Practice serving local, owner-managed businesses · 14 September 2026

Check client enquiries before adding payroll.

What changed

Alderwick Advisory announced its acquisition of Brindle Payroll on 11 September 2026, with plans to offer accountancy and payroll support together.

Why it matters

Merefield already refers payroll enquiries to Fenmere People. Alderwick’s announcement doesn’t show whether those clients need a different arrangement or when its combined service will be available.

What to do next

Review recent payroll enquiries and unresolved referral questions. Speak to Fenmere about recurring gaps, then recommend whether the arrangement needs improving or a new service deserves investigation.

Owner
Client Services, with the Managing Partner
Report back on
Client enquiries and referral gaps · Next weekly review
Source note for this example

Example source: Alderwick’s announcement, published 11 September 2026. It confirms the acquisition and stated intention, but leaves the combined service, pricing and integration timetable unclear.

A complete brief

Read the professional services example with both recommendations, source notes and the developments set aside.

Read the complete example
Where the brief helps

Three decisions to keep in view.

1

Check demand before adding a service

An acquisition can make another practice’s offer look broader. Review the client questions it might answer, the work your team could take on and whether an existing referral arrangement already meets the need before pursuing a new service.

Worth following

Practice acquisitions, specialist appointments and announced service launches.

2

Make the scope of your fees clear

A fixed-fee package invites comparison, but the work included may differ. Bring published inclusions and exclusions to the discussion, then check whether your proposals explain the support clients receive and where extra work is charged.

Worth following

Public fee packages, service descriptions and changes to published exclusions.

3

Give client conversations a useful starting point

A client opens a site or changes its leadership. Consider whether the development raises a new question for the relationship. Ask the responsible partner to confirm the need before assuming the client wants more support.

Worth following

Client expansion, ownership changes and senior appointments.

Before you start

How it fits into your week.

Choose the organisations that matter, set your priorities and use the weekly brief to agree what deserves a closer look.

Does this rely on access to confidential client files?

Tell Brefd about your practice’s priorities and the external organisations that matter. The brief uses available external evidence to raise relevant questions. If a recommendation needs client history, delivery costs or referral outcomes, that is a check for your team using the information it already holds.

How should we respond to another firm’s fixed-fee offer?

Start with the work included, the exclusions and the questions the published page leaves open. Compare those with a few existing client needs. The recommendation may be to explain your scope more clearly; a fee change also needs your team to review the work and cost involved.

Your next weekly review

Start with the organisations that matter.

Choose the practices, referral partners and clients that could shape your next service decision.