Overview

How do you initiate and deliver a client engagement that is profitable and scalable?

When talking about successful client engagement, what questions come to mind? Is it the quality of your sales discovery and client prospecting process? Is it a smooth client onboarding experience? Or is it the ability to manage unexpected scope changes effectively?

In this live Q&A session, Ignition’s Partnership Manager, Jennie Moore, and Karbon’s Co-Founder and Chief Partnerships Officer, Ian Vacin, combine their decades of experience in client engagement and answer top questions on this subject to help firm owners ensure that your client engagements are profitable and scalable.

Join the chat to discuss:

• The importance of an engagement letter—do you need it?

• Best practices for writing a proposal for professional accounting service

• What level of depth and specificity do you need to provide in your proposal?

• How to build a proposal that handles scope changes

• How to manage and communicate with clients when their needs change

• How to evaluate client profitability

If you can attend the session live, be sure to bring your questions and source knowledge from your accounting peers. If you can’t join live, register anyway, and we will share a recording with you later to watch on-demand.