how to create a winning proposal

businesswoman making a presentationflip your perspective to avoid a “so what” response.

by martin bissett
business development on a budget

getting the proposal document right is a mini-science in itself, and it’s not within the scope of this post to explore it in depth. however, the following guidelines will help you understand the process and principles.

more on business development: how to prepare for the first meeting with a new prospect | the five fastest ways to kill a new opportunity [video] | understand the dna of business development success | do you deliver on your website’s promises? | the science of pipelines | prepare your next generation of professionals | how to win your first client | you’re selling all the time

first and foremost, you must write the proposal from the viewpoint of the client, not your own. it must make sense to them, and it must pass theirso what test. if the prospect reads a statement or sentence in your proposal and mentally asks, “so what?” that is the kiss of death for your proposal.
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are you partner material? maybe not

businessman holding hand upresearch shows wide gap between partners and partners-to-be.

by martin bissett
passport to partnership

have you ever wondered what the partners of your firm are looking for from you, beyond your technical abilities?

more on the passport to partnership: 9 things to stop doing now | the dna of a practice leader | why hitting your numbers isn’t enough | what do your true colors say about your commitment? | what commitment really means for partners | how well do you represent your firm? | communication: putting it all together | the 4 winning communications habits of top accountants

for full disclosure, i am not an accountant, but i have spent decades working with accounting firms of all shapes and sizes in the united kingdom, the united states and europe.
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how to prepare for the first meeting with a new prospect

businessman leaning against carand 4 questions to ask yourself afterward.

by martin bissett
business development on a budget

you’ve done all the marketing to bring new opportunities; you and your partners are confident in the value you need to offer; your pipeline is filled out and you have done your a.c.c.o.u.n.t.s. so what’s next?

more on business development: the five fastest ways to kill a new opportunity [video] | use this spreadsheet to evaluate prospects | before the sales meeting | lowballing is undervaluing yourself | do you have a pipeline or just a list? | overcome recurring fee apathy | 5 ways to make selling easier to swallow

now you need to go and meet with the prospect for the first time. this is a huge step forward, but many professionals also find the first meeting a challenge. that challenge can be overcome by having a system in place and following it.
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the five fastest ways to kill a new opportunity [video]

featuring martin bissett

bissett is a regular contributor to 卡塔尔世界杯常规比赛时间 and author of passport to partnership, winning your first client, and business development on a budget.

more on practice growth and development by martin bissett for pro members: use this spreadsheet to evaluate prospects  | 9 things to stop doing now   consider hiring a sales director  |  key advice for potential partners  |  understand the dna of business development success  |  before the sales meeting  |  |  how to create an upward spiral  your perception vs. your client’s reality

goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

use this spreadsheet to evaluate prospects

tiny businessman standing on dripping faucetget your a.c.c.o.u.n.t.s. in order.

by martin bissett

there is a difference between a pipeline and a simple list of prospects.

more on business development: consider hiring a sales director | understand the dna of business development success | do you deliver on your website’s promises? | lowballing is undervaluing yourself | appraise your prospects | the science of pipelines | do you have a pipeline or just a list? | develop the habit of consistency | prepare your next generation of professionals | overcome recurring fee apathy | banish the idea that selling is difficult | how to win your first client | you’re selling all the time

goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

a true pipeline grades prospects, works out the value of each prospect and determines where they should fit in your business development efforts. you can use this process to create a mathematical equation that scores how likely you are to win the work.
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9 things to stop doing now

businessman in dark gray suit raise his hand in action of stop and word "stop" on his red palmstop devaluing yourself and the profession.

by martin bissett
passport to partnership

the thing about accountants is that they occupy, should they wish to, a unique position in the minds of their clients. we know it as most trusted advisor.

more on the passport to partnership: how to create an upward spiral | it’s not the challenge, it’s your response | what challenges really mean for partners | commitment: your view and your firm’s | businesses place value on expertise | what conversion really means for partners | communication: it’s not about you

goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

simply put, if you are a trusted advisor, you’re supposed to
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consider hiring a sales director

businesswoman shaking hands across desk with man in officewhat is the best use of your skill set?

by martin bissett

as a partner in an accounting practice, your average day (if there even is such a thing as an average day) is fraught with many calls on your time: producing client work, management of the team, checking the processes, following up unpaid bills and more. and that doesn’t even account for all the personal things you need to achieve every day.

more on business development: understand the dna of business development success | before the sales meeting | your perception vs. your client’s reality | do you deliver on your website’s promises? | lowballing is undervaluing yourself | appraise your prospects | the science of pipelines | do you have a pipeline or just a list? | develop the habit of consistency | prepare your next generation of professionals | overcome recurring fee apathy | banish the idea that selling is difficult | how to win your first client | 5 ways to make selling easier to swallow | you’re selling all the time

goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

so the thought of adding another skill, that of managing the sales process, might feel like the straw that broke the camel’s back. if that’s how you are feeling, here is some food for thought.
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key advice for potential partners

woman's hand pressing words "ask an expert"bonus: 8 questions to ask plus words from our expert council.

by martin bissett
passport to partnership

you may want to become a partner, but that requires leadership. do you display the traits you admire in leaders?

more on the passport to partnership: how to create an upward spiral | the dna of a practice leader | what does the next generation of practice leaders face? | commitment: a cautionary tale | how to build your pipeline | 6 keys to the perfect proposal | communication can’t be overrated

goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

partnership pointers

1. take time to identify a leader you admire from any walk of life. jot down a criterion for emulating their success behaviors. how many of these criteria do you fulfill yourself already and what do you yet lack but can work on right away?

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understand the dna of business development success

circle with arrows along edge divided into three equal wedgestwo out of three is not enough.

by martin bissett

dna is an acronym i’ve given to the three component parts to success in professional business development. in order to succeed, you must have all three.

more on business development: before the sales meeting | your perception vs. your client’s reality | appraise your prospects | develop the habit of consistency | banish the idea that selling is difficult | how to win your first client | 5 ways to make selling easier to swallow | you’re selling all the time

goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

d stands for doing. how much are you actually doing to create new opportunities? how consistent are your efforts at any given time? if you are not consistently trying, you can expect to have stop-start results from your stop-start efforts.
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before the sales meeting

handshake 1388361357w8dh9prepare a range of questions.

by martin bissett

do you feel uncomfortable meeting with a new client because you don’t know how to start the conversation?

more on business development: your perception vs. your client’s reality | do you deliver on your website’s promises? | the science of pipelines | prepare your next generation of professionals | how to win your first client | you’re selling all the time

goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

if so, you’re not alone, as this is one of the most common issues partners talk to me about. they don’t want to come across as artificial, forced or pushy.
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how to create an upward spiral

businessman bursting through flames and fireworkswill you be forged in fire or flutter away like ash?

by martin bissett
passport to partnership

unhappy and difficult clients help our firms to improve our client management skills and present opportunities to refine our leadership skills.

more on the passport to partnership: the dna of a practice leader | surviving vs. thriving | what does the next generation of practice leaders face? | 6 keys to the perfect proposal | what conversion really means for partners | 12 ways to determine your competence | passport to partnership: new research shows wide gap between partners and partners-to-be

goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

it is tough for us to build a successful firm without difficult clients or internal personnel issues in order to provide learning experiences for us to build a robust and commercially successful infrastructure.
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your perception vs. your client’s reality

black cat statue and white cat statue, nose to noseavoid a funhouse mirror effect.

by martin bissett
business development on a budget

there used to be an old exercise used in training sessions about customer relations or selling or leadership that went like this. the trainer would ask the group to think about the color green. a few seconds later he would ask them what type of green they were thinking of, and of course there would be many variations of green.

more on business development: do you deliver on your website’s promises? | lowballing is undervaluing yourself | appraise your prospects | the science of pipelines | do you have a pipeline or just a list? | develop the habit of consistency | prepare your next generation of professionalsovercome recurring fee apathy | banish the idea that selling is difficult | how to win your first client | 5 ways to make selling easier to swallow | you’re selling all the time

goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

the point is that, as the saying goes, perception is reality. whatever each person perceived as green, that would be the reality for them but it would be different for each person in the room.
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do you deliver on your website’s promises?

man viewing desktop computer screenif not, undercharging is often the cause.

by martin bissett
business development on a budget

there’s an overall sameness to the majority of accounting firm websites, and typically they make a lot of promises promises like

more on business development: lowballing is undervaluing yourself | appraise your prospects | do you have a pipeline or just a list? | overcome recurring fee apathy | banish the idea that selling is difficult | how to win your first client | you’re selling all the time

  • we’re big enough to cope and small enough to care, or
  • we are proactive, or
  • we’re not just bean counters, or
  • we have your best interests at heart, or
  • your business is our business.

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