Whether you have a pipeline full of opportunities or need to generate more prospective clients, you want to ensure that your team is focused on clo...
5/16/2024 10:00am - 12:00pm | Online | CPA Crossings
Members: $89.00, Non-members: $114.00
CPE Categories: Management of a Practice (2 CPE)
Whether you have a pipeline full of opportunities or need to generate more prospective clients, you want to ensure that your team is focused on closing the ideal (or close to ideal) target clients instead of opportunistically closing engagements that use resources but aren't best for the firm. We'll explore ideas to help you be more strategic in your business development efforts and engage in target account selling activities.
Presented by ConvergenceCoaching, LLC
All team members involved in selling, cross selling, or marketing to clients. Partners, Directors, Managers, and Marketing professionals.
After attending this presentation, you will be able to...
The major topics that will be covered in this course include:
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