A 7-Step Framework for Marketing Client Accounting Services (X2-44821)

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

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