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 of gaining new business is understanding prospecting.

This course covers the steps necessary to successfully pitch your prospective client by understanding your differentiators and learning how to prepare for pitch meetings. This is your opportunity to wow them so it’s important to be able to communicate your value in a way that draws them in, gets them excited and gets them to buy in on the unique value that you bring to the table and why they should move forward with you.

Course Key Concepts: Prospecting, Business Development, Sales.

Learning Objectives
  • Discover and list the 4 steps that make a great presentation.
  • Identify and list the 3 areas of knowledge to research before a pitch.
  • Discover and list 3 types of questions to use in each pitch meeting.
  • Explore and list the 6 areas for differentiation that help you tailor your pitch.
  • Identify the 3 parts to a successful presentation.
Last updated/reviewed: August 11, 2023
2 Reviews (12 ratings)

Reviews

4
Anonymous Author
yes, why yes of coure, top hat and monocle for this course... key to the city...........

4
Anonymous Author
Overall this was good course. Not much more to say about that....

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
Course Syllabus
INTRODUCTION AND OVERVIEW
  Introduction to Perfecting the Pitch Meeting4:50
  Pitch Presentation12:00
  Pitch Preparation2:50
  Pitch Tailoring9:14
  Pitch Engagement10:18
  Pitch Execution11:04
CONTINUOUS PLAY
  Perfecting the Pitch Meeting50:16
SUPPORTING MATERIAL
  Slides: Perfecting the Pitch MeetingPDF
  Perfecting the Pitch Meeting Glossary/ IndexPDF
  Workbook: Perfecting the Pitch MeetingPDF
REVIEW AND TEST
  REVIEW QUESTIONSquiz
 FINAL EXAMexam