what’s in your new client funnel?

 three simple questions to test your revenue forecast.

sandi smith
sandi smith

by sandi smith, cpa
accountant’s accelerator

you may have heard about the marketing funnel before.  there are lots of variations, and i want to cover it in a way that helps us examine our mix of products, services, and prices.

the funnel can be pictured like a big “v.”  at the top, wide-open part, there are a lot of prospects interested in your services and products.  at the bottom, narrow part, there are a few select customers who buy the most from you.

see more from sandi smith at 卡塔尔世界杯常规比赛时间 (log in now or 2022世界杯足球排名 membership here):

what’s in your welcome kit for new prospects?
five fun and easy ways to wow your clients
six ways to give yourself a raise
strategies to stop losing business to competitors
five tips to manage your ‘overwhelm’ level
easy ideas for a quick business boost
four new mega-trend marketing strategies
how to stop leaving money on the table

near the top, you will have all of your lowest-cost offerings, perhaps those under $100.  in the middle, your medium-priced products and services will be positioned, and at the narrow, bottom, you will have your most expensive offerings.

the funnel is a fairly simple concept; however, we can glean quite a bit if we ask ourselves these questions: read more →

listen, it could happen to you

how to learn to anticipate client needs.

by rick telberg

not to sound too much like your mother or anything, but couldn’t you do a little better job at your job? couldn’t you do a little more to satisfy your clients?

more for 卡塔尔世界杯常规比赛时间 pro members on client service and retention:

go pro here

we think that’s a good question. so we’ve been asking and we’ve been looking for what cpas have to say about keeping clients satisfied.

read more →

seven diagnostic tools that can build your business

easy ways to connect with clients and find new ways to help.

by rick telberg

face it: clients don’t really care about taxes, accounting, auditing, financial reporting, comps, reviews, bank recs or all the other stock and trade you live by.

they do, however, expect you to care about that stuff – and to know it inside out. and you probably do. after all, that’s why they hired you – so they don’t need to worry about it. so what does every businessperson really want to talk about? that’s easy: making money. selling. closing on new business.

every businessperson cares about success. and, particularly if you’re working in your own practice, you can talk like a pro. you already know this old dictum from the late business guru ron zemke: you’d better be serving the customer or serving someone who is. so where do you start? glad you asked!

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the cloud won’t make you into a superhero

edi osborne

and it won’t rescue the accounting business.

by edi osborne
mentor plus

“is it a bird? a plane?  no, it’s an accountant!”

we can all relate to the desire to be a superhero, to swoop down from the clouds in superman/woman-like fashion to rescue the damsel in distress. however, if the accounting profession is banking on mobile or cloud technology to make them a superhero in their client’s eyes, clients should not hold out much hope of being rescued.

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at sobel cpas, events and alliances lead the list of strategies for winning the war for clients

sharing information to help clients (and prospects) succeed.

by sally glick
sobel & co. llc

 

sally glick

at our firm we continue to believe that the more value we add by sharing important and relevant information, the more new business we will generate (along with raising retention as well.)

we do this with a three-prong approach:

1. the first is to host over 26 niche-specific programs (seminar, webcasts, half day symposiums) annually;

2. we write industry-specific white papers on topics our clients tell us are meaningful to them, which we also coordinate with website content; and

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four reasons why getting new clients isn’t the answer

getting new clients may be many firms’ chief concern these days.

but for most firms, there’s un-mined gold in their current clients.

the accounting business may not be the same in five years. today’s standard products and services are evolving quickly. how long, for instance, will simple 1040 tax prep last with the speed of data aggregation?

but if you still have the same clients, you will still have cash flows.

the bottom line:

  1. read more →