Surgent's Making Rain: Client Service and Selling to Prospects (Audit Skills Training - Level 7) (Self-Study)
Valid for one year from purchase date
Communications and Marketing - Non-Technical (3.0)
Standard member fee
Standard nonmember fee
to receive member fee.
It costs more money to develop a new client than to simply retain an existing one. While a CPA firm with longevity needs to continuously develop new business to replace departing clients, a proper balance of marketing efforts should be divided between existing clients and prospects. This module provides tips and techniques for ensuring that your firm has the capacity to grow and expand its book of business in a healthy way.
Who should take this program?
Accountants retaining existing clients and developing prospective new clients
Continue marketing to existing clients
How to better connect with existing and prospective clients
Motivating prospective clients to engage with your firm
Methods for building value perceptions with existing and prospective clients
Differentiating your firm from the competition, including translating features into benefits
Handling objections and closing a sale
Discuss the importance of continuously marketing to retain existing clients
Describe best practices for marketing to prospective clients
Explain what differentiates your firm and its services from the competition
NASBA ID#: 103212
Experience with audit, tax, or other engagements