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.
The sample is free and built on the companies you follow. No card and no online checkout: founding customers pay nothing until they have had two Monday briefs and chosen to continue.
Written example · Fictional businesses and evidence.
Merefield Accountants · Practice serving local, owner-managed businesses · 28 September 2026
Alderwick Advisory announced its acquisition of Brindle Payroll on 25 September 2026, with plans to offer accountancy and payroll support together.
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.
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.
Example source: Alderwick’s announcement, published 25 September 2026. It confirms the acquisition and stated intention, but leaves the combined service, pricing and integration timetable unclear.
Read the professional services example, with two developments and their source notes.
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.
Practice acquisitions, specialist appointments and announced service launches.
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.
Public fee packages, service descriptions and changes to published exclusions.
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.
Client expansion, ownership changes and senior appointments.
Choose the organisations that matter, set your priorities and use the weekly brief to agree what deserves a closer look.
Tell Clarveni 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.
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
Choose the practices, referral partners and clients that could shape your next service decision.
The sample is free and built on the companies you follow. No card and no online checkout: founding customers pay nothing until they have had two Monday briefs and chosen to continue.