marketing & sales

eat that frog: asking for a prospect meeting

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卡塔尔世界杯常规比赛时间 video.

 

with sarah dobek and ty hendrickson
inovautus consulting

everyone fears rejection on some level, which is why so many professionals hesitate – or even fail – to ask a prospective client for that first meeting to introduce a new service.

related: growing revenue through client service

the key is to think about the meeting as an honest conversation and shake the mentality of “cold-call selling.”

when you learn the right questions to approach a new contact and focus on helping them meet their needs, you’ll create a natural connection that will make stepping out of your comfort zone easier.

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business development and sales aren’t scary

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…when you do it by the numbers.

by ty hendrickson
inovautus consulting

it’s well known throughout the accounting and advisory industry that business development and sales terrify accountants, who also are quick to say it’s not what they were trained to do.

the reality is number manipulation, which is what accountants do best, is the fundamental building block for sales.

once the framework of sales is broken down into a numbers game, it becomes fun and exciting – some would say almost easy. read more →

five ways to get better clients

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number 5 drawn in sandpsst… it works for finding new hires, too.

by sandi leyva

there are many great things about getting better client referrals. first, referrals have a built-in trust that helps you move through the sales process faster. second, there’s almost no marketing cost involved. third, they tend to make a better long-term client.

more: 11 ways to boost billings and impress clients | how clients get underserved and accountants get underpaid
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unfortunately, many accountants take a reactive approach to referrals, waiting until they come to them, rather than a more profitable approach, which is to proactively maximize referrals.

here are five proactive ways to boost referrals and get the kind of client you want most:
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the six essential kpis for managing partners

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proper planning prevents poor performance.

by bill penczak

we have all heard the term, “working in the business” instead of “working on the business.”   i would suggest that most managing partners and senior leadership fall more into the “in” than the “on,” given staff turnover, busy season deadlines, exhaustion, and advancing years of many managing partners.

more: the great resignation: five reasons accountants are quitting   |  five tips for better decision-making   |  your marketing sucks: six reasons why   |  five global cpa leaders: four survival strategies    |  are you too generous with your write-offs?    |  it’s time to herd your highly compensated cats  | nine smooth moves to build client satisfaction   | five tough questions for these tough times |  i started a consulting practice the first week of march 2020

i’ve endured enough management committee meetings during which the course of conversation leans more heavily towards rat-holes than addressing key firm issues of people, technology, quality, risk management, and growth.  at the end of the day, every decision you make as managing partner foots back to one of those areas. deciding on the venue of the holiday party does not fall into that category.

peter drucker, the famous management consultant, summed it up succinctly: management is doing things right; leadership is doing the right things.

here are six ideas that managing partners should contemplate when it comes to running an effective and engaged firm: read more →