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Self-StudySELECT STARTING AT $54

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Credits: 3

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$54
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  • It was an awesome course. I have recommended it to a couple of CPA friends.

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Making Rain – Client Service and Selling to Prospects (Audit Skills Training - Level 7) (A7M2)

  • Customer Rating
    Not Yet Rated
  • Field of Study
    Business Mgmt & Org
  • Level
    Advanced
  • Credits
    3
  • Qualifies for

    CPE

Overview

It costs more money to develop a new client than to simply retain an existing one. While a CPA firm with longevity needs to continuously develop new business to replace departing clients, a proper balance of marketing efforts should be divided between existing clients and prospects. This module provides tips and techniques for ensuring that your firm has the capacity to grow and expand its book of business in a healthy way.

Major Topics:

  • Continue marketing to existing clients
  • How to better connect with existing and prospective clients
  • Motivating prospective clients to engage with your firm
  • Methods for building value perceptions with existing and prospective clients
  • Differentiating your firm from the competition, including translating features into benefits
  • Handling objections and closing a sale

Learning Objectives

  • Discuss the importance of continuously marketing to retain existing clients
  • Describe best practices for marketing to prospective clients
  • Explain what differentiates your firm and its services from the competition

Who should take this course:

Designed for:

Accountants retaining existing clients and developing prospective new clients

Prerequisite:

Experience with audit, tax, or other engagements

Advanced Preparation:

None

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