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: Elevator pitch, Networking, Business development, Sales, Client acquisition.
Learning Objectives
- Discover and define what makes you different and recognize why this is important.
- Explore and describe to others what makes you different.
- Recognize and formulate your perfect elevator pitch.
- Identify and construct an engaging and memorable elevator pitch.
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Prerequisites
No advanced preparation or prerequisites are required for this course.