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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 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: December 15, 2021

2 Reviews (7 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 .
Course Syllabus
INTRODUCTION AND OVERVIEW
  4:50Introduction to Perfecting the Pitch Meeting
  12:00Pitch Presentation
  2:50Pitch Preparation
  9:14Pitch Tailoring
  10:18Pitch Engagement
  11:04Pitch Execution
CONTINUOUS PLAY
  50:16Perfecting the Pitch Meeting
SUPPORTING MATERIAL
  PDFSlides: Perfecting the Pitch Meeting
  PDFPerfecting the Pitch Meeting Glossary/ Index
  PDFWorkbook: Perfecting the Pitch Meeting
REVIEW AND TEST
  quizREVIEW QUESTIONS
 examFINAL EXAM