Webinar: A 7-Step Framework for Marketing Client Accounting Services
WC451 | Course | Basic | Scheduled
Description
This course will help you develop an effective plan for revenue generation with client accounting services. The course will help you define and market
Credits
| Number of Credits | Type of Credits |
|---|---|
| 1.00 | Business Management & Organization |
Designed For
Accounting professionals developing and offering client accounting services.
Prerequisites
None
Highlights
The major topics covered in this class include:
- An efficient process to identify, attract and consultatively sell CAS to new prospects
- Remain and leverage being "top of mind" with prospects and existing by communicating the real value of your services using a variety of channels
- How to efficiently create and deliver an effective, ongoing, marketing, and sales plan with specific tools and tactics to sell your firm's CAS offering and differentiate you in the market
Objectives
After attending this presentation, you will be able to...
- Identify profitable business niches
- Recall key attributes of the audiences that you want to reach
- Identify effective packages and services for CAS services
- Recognize how to deliver a marketable service offering
- Identify strategies for lead generation
- Recall a process for selling to leads
- Select the right technology to help close sales and nurture referrals
Preparation
None
Notes
Webinar Day - HELP and Assistance Instructions
- The session will open 30 minutes prior to the start time. At that time, you will receive a reminder email bringing you to your Attendee Dashboard and a link to join the webinar.
- We recommend you log in early to ensure you are ready to go when the presentation begins.
- IF YOU ARE HAVING TROUBLE LOGGING INTO THE WEBINAR, please call the CPA Crossings Customer Service Team at (877)-370-2220 Ext. #1.
Prices
- Member (Early Bird)
- $55.00
- Non-Member (Early Bird)
- $55.00
- Member
- $55.00
- Non-Member
- $55.00