Business Development is crucial to the health of CPA firms and an important factor in the track to partnership for individuals. The first step in the process to gaining new business is understanding prospecting.
This course covers prospecting from start to finish. Before you can look for new prospects, it is important to start from the beginning and determine who is your ideal client. Once this has been determined, we review where to find these ideal clients and the importance of building a prospect list.
Course Key Concepts: Prospecting, Business Development, Sales, New Clients, New Business.
Learning Objectives
- Discover and define basic terms of sales and business development.
- Discover and define traits of your ideal client.
- Explore and differentiate between upselling and new business.
- Recognize and determine how many prospects you need based on your goal.
- Identify 5 places to find prospects.
Last updated/reviewed: March 13, 2024
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Prerequisites
Course Complexity: Foundational
No advanced preparation or prerequisites are required for this course.
Education Provider Information
Company:
Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA
95113
Contact:
For more information regarding this course, including complaint and
cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to
.
![Instructor for this course Instructor for this course](https://www.illumeo.com/sites/proformative.com/files/imagecache/user_image_large/pictures/picture-143659-1603745385.png)
Ty HendricksonFounder, CPA