• Sales Process & Onboarding

  • 2023/02/28
  • 再生時間: 1 時間 31 分
  • ポッドキャスト

Sales Process & Onboarding

  • サマリー

  • In part 4 of our 8-part series, we'll learn how to create a disciplined, consistent process to win and onboard customers.

    Thank you to our sponsor, Avalara! Avalara’s award-winning tax automation solutions help accounting practitioners of all sizes, from sole proprietors to Top 100 firms. Avalara simplifies sales tax compliance with real-time rates, automated returns filing, registrations, tax research and automated tax solutions for specialized tax areas. We live and breathe tax so you don’t have to. Learn more at Avalara.com/Accountants.

    -----------------

    • (00:00) - Filtering out bad clients
    • (00:24) - Welcome to Part 4: Sales Process and Onboarding
    • (03:52) - Pre-Sales Strategy
    • (04:31) - Defining a few key concepts
    • (07:06) - Customers perspective
    • (09:23) - Value and guarantees
    • (15:46) - Pre-sales marketing strategy
    • (17:57) - Thank you to our sponsor, Avalara
    • (19:42) - Sales Process Step by Step
    • (23:30) - The 5 filters of client selection
    • (42:09) - Summary of what these "filters" mean
    • (44:03) - Lets apply this theory to a real world example
    • (48:31) - The why conversation
    • (58:11) - Asking key questions about expectations
    • (01:08:41) - Delivering a proposal
    • (01:11:51) - Some viewer comments
    • (01:15:08) - Onboarding
    • (01:26:49) - Thanks for joining, where to watch live and how to earn free CPE
    • (01:27:44) - 3 exercises to do if you enjoyed this lesson

    -----------------

    Build a Focused Firm Session #4 Slide Presentation
    https://drive.google.com/file/d/1Dorglzauml2LS52ak88ZsHBykGsflUMv/view?usp=sharing

    -----------------

    Join the Focused Firm email list to get notified of future streams and CPE courses:
    https://go.earmarkcpe.com/the-focused-firm

    -----------------

    Get free CPE for listening to this podcast:
    https://app.earmarkcpe.com/?course_id=11d08a91-988a-4465-8e0c-e974240b637d

    -----------------

    Connect with Hector Garcia, CPA:
    Website: http://hectorgarcia.com
    LinkedIn: https://www.linkedin.com/in/hectormgarciacpa/

    Connect with Blake Oliver, CPA:
    LinkedIn: https://www.linkedin.com/in/blaketoliver
    Twitter: https://twitter.com/blaketoliver/

    -----------------

    Download the Earmark CPE App:
    Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728

    Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

    続きを読む 一部表示

あらすじ・解説

In part 4 of our 8-part series, we'll learn how to create a disciplined, consistent process to win and onboard customers.

Thank you to our sponsor, Avalara! Avalara’s award-winning tax automation solutions help accounting practitioners of all sizes, from sole proprietors to Top 100 firms. Avalara simplifies sales tax compliance with real-time rates, automated returns filing, registrations, tax research and automated tax solutions for specialized tax areas. We live and breathe tax so you don’t have to. Learn more at Avalara.com/Accountants.

-----------------

  • (00:00) - Filtering out bad clients
  • (00:24) - Welcome to Part 4: Sales Process and Onboarding
  • (03:52) - Pre-Sales Strategy
  • (04:31) - Defining a few key concepts
  • (07:06) - Customers perspective
  • (09:23) - Value and guarantees
  • (15:46) - Pre-sales marketing strategy
  • (17:57) - Thank you to our sponsor, Avalara
  • (19:42) - Sales Process Step by Step
  • (23:30) - The 5 filters of client selection
  • (42:09) - Summary of what these "filters" mean
  • (44:03) - Lets apply this theory to a real world example
  • (48:31) - The why conversation
  • (58:11) - Asking key questions about expectations
  • (01:08:41) - Delivering a proposal
  • (01:11:51) - Some viewer comments
  • (01:15:08) - Onboarding
  • (01:26:49) - Thanks for joining, where to watch live and how to earn free CPE
  • (01:27:44) - 3 exercises to do if you enjoyed this lesson

-----------------

Build a Focused Firm Session #4 Slide Presentation
https://drive.google.com/file/d/1Dorglzauml2LS52ak88ZsHBykGsflUMv/view?usp=sharing

-----------------

Join the Focused Firm email list to get notified of future streams and CPE courses:
https://go.earmarkcpe.com/the-focused-firm

-----------------

Get free CPE for listening to this podcast:
https://app.earmarkcpe.com/?course_id=11d08a91-988a-4465-8e0c-e974240b637d

-----------------

Connect with Hector Garcia, CPA:
Website: http://hectorgarcia.com
LinkedIn: https://www.linkedin.com/in/hectormgarciacpa/

Connect with Blake Oliver, CPA:
LinkedIn: https://www.linkedin.com/in/blaketoliver
Twitter: https://twitter.com/blaketoliver/

-----------------

Download the Earmark CPE App:
Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728

Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

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