The Winning Clients Masterplan Series Part 2: Practice Growth Metrics and Building Your Pipeline

This is THE most road-tested set of strategies for accountants who want to turn new business opportunities into new fees, drawing from over three decades of successful implementation in the accounting profession and in my own career.

Practice Growth Metrics and Building Your Pipeline is broken down into a series of topics:

Part 1 – Practice Growth Metrics

You will analyse the data you need to set your firm’s Practice Growth Metrics and make that commitment to growing your firm.

Part 2 – Creating a Proactive Referral System

You will learn how to create a proactive referral system by working with and encouraging existing clients to create opportunities.

Part 3 – Building Your Pipeline

You will learn how to apply the A.C.C.O.U.N.T.S.™ process in helping you measure the ideal target client for your firm.

What’s Included?

A Professionals Workbook – This course is presented in a Professionals Workbook format so you can work through the series of practical steps to kickstart your accounting firm’s growth.
A Step by Step Guide – Take a step by step action to grow your accounting firm and to win new business.

Practice Growth Metrics and Building Your Pipeline is part of a three-part series of The Clients Masterplan.

Other issues in this series are:

Marketing and the Practice Growth Outline

Converting Leads into Clients

Course curriculum

Practice Growth Metrics and Building Your Pipeline

Introduction to Practice Growth Metrics and Building Your Pipeline
Practice Growth Metrics
Creating a Proactive Referral System
Building Your Pipeline

This course purchase will take you to the Addviser website, which is part of the USP Australia and Bissett Group of companies in association with Your Business First. All prices are in US dollars

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