A simple sales process for accounting firms
A lot of accountants think 'sales' is a dirty word. But the truth is, every modern accounting practice needs a strategy to convert prospects into ongoing clients.
In this video, Ian explains how you can set up a simple sales process from scratch. He tells how you can qualify what prospects are a good fit for your firm, the steps you should take to turn them into paying clients, and how you can manage and automate this entire process.
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Jess Marcello
Managing Editor, Karbon Magazine

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