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: August 10, 2023
- 1. Perfect Your Elevator Pitch as a CPA
- 2. Pricing Analytics (Hands-on module)
- 3. How to Effectively Counter Sales Objections
- 4. The Golden Rules of Sales and Use Taxes - The Basics
- 5. Lean Communication for Sales
- 6. Negotiate Your Terms
- 7. Asking the Right Questions To Close More Sales
- 8. How to Prepare and Present Powerful Presentations
- 9. How to Prepare for your Next Sales Tax Exemption Certificate Audit
- 10. Effective Sales Calls and Winning Presentations: Part I Interviewing
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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
.
Ty HendricksonFounder, CPA