2027 search results for "sales"

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bissett bullet: make it personal

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today’s bissett bullet: “your clients are people, too. what could you solve for them in their personal lives?” by martin bissett how well do you know your clients? you could…

seventeen questions to ask when scoping

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asking the right questions proves critical in selecting the right-fit clients.

by jody padar
radical pricing – by the radical cpa

using subjective questions helps you assess what the prospective client considers valuable. this means understanding which services and solutions they see as having the biggest impact on their financial health. it also gives you insight into where they are hurting most in their business.

more: which clients should you scope? | perfecting the client needs assessment | create more meaningful kpis | five reasons to ditch timesheets for good | six steps to creating a standardized practice | value pricing requires defining your clients | stop selling time | three critical factors drive the value pricing trend | stop looking for talent that does not exist
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this process is time-consuming because it sets the stage for your relationship moving forward. take your time and collect all the data, documentation and subjective input so you can gain a holistic view of the customer’s current situation. let’s take a look at some of the questions you can ask and why they are important.

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