{"id":76305,"date":"2020-06-15t12:00:51","date_gmt":"2020-06-15t16:00:51","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=76305"},"modified":"2020-06-19t10:45:51","modified_gmt":"2020-06-19t14:45:51","slug":"how-we-sell-and-convert-audits","status":"publish","type":"post","link":"\/\/www.g005e.com\/2020\/06\/15\/how-we-sell-and-convert-audits\/","title":{"rendered":"how we sell audits online"},"content":{"rendered":"
make it easy for prospects to reach you.<\/strong><\/a><\/p>\n by jody grunden with our 401(k) audit service, the bulk of our clients find us online and come to us through our website. we also get referrals from investment advisors and third-party administrators.<\/p>\n more: <\/b>6 steps for sales and conversion<\/a> | marketing is about thought leadership<\/a> | how to audit 401(k)s<\/a> | 3 measures of the effectiveness of your team<\/a> | how to profit with workflow apps<\/a> | cyber security at a virtual cpa firm<\/a> no matter how a prospect finds us, there are three ways that they typically reach out to us: when we get the opportunity to talk with a prospect, if they\u2019ve never had an audit before, we talk with them about the audit process and what to expect because it will all be new to them. if they\u2019ve had an audit before, we talk with them specifically about what to expect from our company, because we will be performing the audit remotely.<\/p>\n we spend time answering any questions the potential client may have. we want them to walk away with the assurance that we will be able to complete their audit on time. we talk a lot about our staff, all of whom are very experienced with 401(k) audits. we also talk about our credentials and the number of audits we perform, which is currently close to 200 a year.<\/p>\n prospects will sometimes request references, and typically they want to follow up with the names privately to get candid feedback about us and our services. in these circumstances, we\u2019ll reach out to current clients and connect the two entities.<\/p>\n once a prospect decides they want us to complete their audit, we get the ball rolling by sending them the engagement letter and the questionnaires along with the governance planning memo that we\u2019re required to give them.<\/p>\n our sales and conversion process is simple. we make it easy for prospects to get the information they need through our website, consultation or direct conversations via email or phone. we\u2019re transparent with our pricing, helpful in answering their questions and responsive at all times. these little things go a long way in gaining a prospective client\u2019s trust, and it doesn\u2019t stop there. we continue to be transparent, helpful and responsive throughout our entire engagement with the client, which leads to solid client relationships and an excellent retention rate.<\/p>\n","protected":false},"excerpt":{"rendered":"
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