1 CPE 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: January 16, 2023
3 Reviews (18 ratings)
Reviews
Anonymous
(Controller)
I've never really had to use an elevator speech, so this was a great course for some pointers on how to implement one in my networking.
Derek Ettinger
( at GP Fund Solutions, LLC)
This course provided great examples of how to implement the concepts. I thought the elevator pitch formula was particularly helpful.
Anonymous
()
Again for sales stuff for us accountants... this is good stuff and we need more of it.. dont you think?
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
About Illumeo
Platform
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Contact Us
- Email: info@illumeo.com
- Phone: 408-400-3993
- Adress: 75 East Santa Clara St.
- Suite 1215, San Jose, CA 95113
© 2023 Illumeo, Inc.