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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.
Last updated/reviewed: November 14, 2020

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 .
Course Syllabus
INTRODUCTION AND OVERVIEW
  3:24Introduction to Perfect Your Elevator Pitch
  8:25Differentiators
  7:38Communication
  10:12Formulate and Elevate your Perfect Pitch
  0:14Final Thoughts
CONTINUOUS PLAY
  29:55Perfect Your Elevator Pitch
SUPPORTING MATERIAL
  PDFSlides: Perfect Your Elevator Pitch
  PDFPerfect Your Elevator Pitch Glossary/ Index
  PDFWorkbook: Perfect Your Elevator Pitch
REVIEW AND TEST
  quizREVIEW QUESTIONS
 examFINAL EXAM