Converting Leads into Clients

Part of The Winning Clients Masterplan Series

Part of The Winning Clients Masterplan Series

This is THE most road-tested set of strategies for accountants who want to turn new business opportunities into new fees, drawing from over three decades of successful implementation in the accounting profession and in my own career.

Converting Leads into Clients is broken down into a series of topics:

Part 1 - Controlling The 1st Meeting with a Prospective Client

Discover the 1st meeting process and what your firm needs to do to take control of each opportunity

Part 2 – Preparation before the 2nd Meeting with a Prospective Client

Discover the preparation techniques between the 1st & 2nd meeting with a Prospective Client

Part 3 – Preparing the Proposal Document

Learn how to build a proactive and powerful proposal

Part 4 – The Final Meeting and Closing the Deal

Learn how to conduct the final meeting and close the deal

What’s Included?

  • A Professionals Workbook - This course is presented in a Professionals Workbook format so you can work through the series of practical steps to kickstart your accounting firm's growth.
  • A Step By Step Guide - Take Step by Step Action to grow your accounting firm and to win new business.

Converting Leads into Clients is part of a three-part series of The Clients Masterplan. Other Issues in this series are:-

1. Marketing and The Practice Growth Outline 

2. Practice Growth Metrics and Building Your Pipeline 

3. The Winning Clients Masterplan Series - All 3 parts in one course

Course curriculum

  • 1

    Converting Leads into Clients - The Winning Clients Masterplan

    • Introduction to Converting Leads into Clients

    • Part 1 - Controlling the 1st Meeting with a Prospective Client

    • Part 2 - Preparation before the 2nd Meeting with a Prospective Client

    • Part 3 - Preparing the Proposal Document

    • Part 4 - The Final Meeting and Closing the Deal