Sumday For Advisors
Carbon Accounting as a service
Start Here
Understand the why and available resources
Carbon Accounting as a service
What’s involved in adding a new service
Do my clients really need this?
Why there is and increasingly will be demand
Who else is doing it?
Firms in the Sumday Partner Directory
How to choose the best software?
Supporting clients with the right choice
The benefits of Sumday for your clients
Communicating the value
Building the business case for emission reduction - an overview
The next steps
Supporting your Team
Up-skill your team with Sumday
Training provided by Sumday
What if we need help along the way?
Support provided by Sumday
Onboarding with Sumday
How we kick off with advisors
Marketing and Communication
Explaining the why and the how to clients
Marketing and Communications Resources
Marketing materials
Brochures and Guides
Conversation Starters
A cheat sheet to help start the conversation on GHG Accounting
Your first client
Client Proposal
An example proposal for context
Carbon Accounting Readiness Assessment
Getting started - scope of work
Pricing your services
How to set your fees
Setting up your client’s Sumday Account
Getting Clients started in Sumday
Kick Off Questions
Template questions to ask clients when getting started
Accessing Accounting Support
The Sumday team can help you with your first engagement
Carbon Accounting in Sumday
Doing the accounting work in Sumday
Creating a GHG Inventory Report
An example of the output
Creating PowerBI Dashboards
How to create PowerBI dashboards from exported emissions data
Carbon Accounting Data
Your Cheat Sheet for Locating the Data you need