As your client relationships grow, it is easy to focus only on the services clients already receive. However, many firms miss valuable opportunities because they do not have visibility over the additional services that may be relevant to their existing client base.

The Services Not Used table helps identify clients who may benefit from services your firm already offers but which have not yet been enabled on the client record.

The goal is simple: help your firm identify cross-selling opportunities, strengthen client relationships, and ensure clients receive the full range of services they need.

The Services Not Used table is an advisory and business development tool within DataGrows.

It analyses:

and highlights opportunities where additional services may be appropriate.

The table can be found under:

Approvals & Billing → Billing Setup → Services Not Used

Many firms have clients who started with a single service and have never been reviewed for additional opportunities.

Examples include:

Currently receiving:

✅ Annual Financial Statements

But not receiving:

❌ Payroll

❌ VAT

❌ Income Tax

❌ CIPC Maintenance

Currently receiving:

✅ Tax Returns

But not receiving:

❌ Accounting

❌ Financial Statements

❌ Trust Administration Support

Currently receiving:

✅ Bookkeeping

But not receiving:

❌ Provisional Tax

❌ Individual Tax Return Support

The Services Not Used table helps identify these opportunities automatically.

The table displays:

✅ Client Name

✅ Entity Type

✅ Available Automated Services

✅ Services currently not enabled

Each service appears as a separate column.

A checked box (✓) indicates:

The service is currently not enabled for the client and could potentially be offered.

An unchecked box indicates:

The service is already active for that client or is not applicable.

This allows your team to quickly identify which services may be suitable for discussion during client meetings, reviews, or annual engagements.

i.e. The Goal is as little checkboxes as possible per client, meaning you have successfully up-sold to all your clients.

The table can be used by:

To identify growth opportunities within the client base.

To prepare for client review meetings.

To identify potential compliance gaps.

To target existing clients with relevant service offerings.

Because the information is based on existing client data, these opportunities often result in warmer conversations than traditional sales activities.

When a client agrees to receive an additional service:

Click on the client name within the Services Not Used table.

DataGrows will automatically take you to the relevant client record.

Open the Client Record.

Navigate to:

Billing & Services

Enable the relevant service by:

Examples:

✅ VAT

✅ Payroll

✅ Financial Statements

✅ Income Tax

✅ Audit

✅ Accounting

Save the Client Record.

Once a service is enabled:

✅ Creates the relevant automated tasks

✅ Applies scheduling logic

✅ Generates reminders

✅ Assigns responsibility according to Client Roles

✅ Includes the client in the relevant departmental processes

This means the client immediately becomes part of the service workflow.

Once all relevant services have been enabled:

The client will automatically disappear from the Services Not Used table.

This indicates that DataGrows no longer identifies additional service opportunities for that client based on the configured services.

Many firms discover new revenue opportunities simply by reviewing this report regularly.

The report provides excellent discussion points during annual reviews.

Not every service will be appropriate for every client.

Always apply professional judgement before recommending a service.

The people working directly with clients often have the best understanding of which opportunities are relevant.

Many firms use this report as part of their growth and client retention strategy.

Additional opportunities:

Additional opportunities:

Additional opportunities:

Additional opportunities:

✅ Increases visibility of cross-selling opportunities

✅ Helps clients receive a more complete service offering

✅ Improves client retention

✅ Supports organic firm growth

✅ Creates opportunities without needing new client acquisition

✅ Ensures existing DataGrows automation can be fully utilised

✅ The Services Not Used table is located under Approvals & Billing → Billing Setup → Services Not Used

✅ It identifies services that may be appropriate for existing clients but have not yet been enabled.

✅ Checked services indicate potential opportunities.

✅ Clicking a client takes you directly to the Client Record.

✅ Services can be enabled from the Billing & Services section.

✅ Enabling a service automatically creates the relevant DataGrows automation and task scheduling.

✅ Clients disappear from the report once all recommended services have been enabled.

✅ Reviewing the report regularly can help drive organic growth within your existing client base.

Remember: Your next opportunity is often already a client. The Services Not Used table helps uncover those opportunities and ensures that clients receive the full range of services your firm is equipped to deliver. 📈✅🤝