Getting and Staying Close · 2019. 8. 13. · Untapped potential with your current clients may hold...

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Customized, hands-on, results-oriented workshop that will increase your revenue, keep staff engaged and productive plus build leaders and firm sustainability. Do you want to: Grow revenues without increasing your marketing budget? Retain top performers who can provide your clients with exceptional service? Develop leaders who can sustain your firm into the future? Untapped potential with your current clients may hold the key! Clients are the renewable resource that can: Generate revenues today and tomorrow Create new opportunities for firm members • Support your succession plans Why are existing clients so valuable? 5–10 times more business with clients than most firms currently perform 6 times as much in costs to sell to new clients than to current clients Trust already exists between CPAs and existing clients Existing clients are best source of new clients and other referral sources Clients are in need of services and often desperately want/need new services Where to begin? Focus on your unique practice, skills and opportunities. Getting and Staying Close to Clients Roadmap for your Firm’s Profitabilty & Sustainability (a Revolutionary Conversations Workshop)

Transcript of Getting and Staying Close · 2019. 8. 13. · Untapped potential with your current clients may hold...

Page 1: Getting and Staying Close · 2019. 8. 13. · Untapped potential with your current clients may hold the key! Clients are the renewable resource that can: ... • Existing clients

Customized, hands-on, results-oriented workshop that will increase your revenue, keep staff engaged and productive plus build leaders and fi rm sustainability.

Do you want to:• Grow revenues without increasing your marketing budget?• Retain top performers who can provide your clients with exceptional service?• Develop leaders who can sustain your fi rm into the future?

Untapped potential with your current clients may hold the key!

Clients are the renewable resource that can: • Generate revenues today and tomorrow• Create new opportunities for fi rm members• Support your succession plans

Why are existing clients so valuable?• 5–10 times more business with clients than most fi rms currently perform• 6 times as much in costs to sell to new clients than to current clients • Trust already exists between CPAs and existing clients• Existing clients are best source of new clients and other referral sources• Clients are in need of services and often desperately want/need new services

Where to begin? Focus on your unique practice, skills and opportunities.

Getting and Staying Close™

to ClientsRoadmap for your Firm’sProfi tabilty & Sustainability (a Revolutionary Conversations™ Workshop)

Page 2: Getting and Staying Close · 2019. 8. 13. · Untapped potential with your current clients may hold the key! Clients are the renewable resource that can: ... • Existing clients

Though business development and talent retention are multi-dimensional, there’s one essential component: dynamic, effective conversations. You will learn how the S.H.A.R.E.™ Tools model creates the foundation that can make everyone a “business getter”, while building strong, effi cient teams that exceed client expectations on a regular basis.

Each new engagement opens the door for staff to learn and grow — a key component of employee engagement and retention. As employees grow, they have the opportunity to become true leaders in the fi rm, ensuring your succession plan.

Your return on investment?• Marketing action plans for attendees and their fi rms• Tool box of marketing techniques you can use immediately• Road map to improve your client effectiveness and increase your revenue• Resources to keep and grow great talent• Leadership development pathways to support your succession planning

Who should attend?• Partners• Partners in training• Senior Managers & Managers• Firm Administrators/COOs• Marketing Directors

Copyright© 2005 – 2017 Revolutionary Conversations LLC and Stowe Management Corporation. All rights reserved.

DAY 1 • Embrace marketing + how to use skills you have to get new business• Learn additional approaches to sales and marketing that can help clients reach for your fi rm, your services• Profi le a comprehensive marketing program and start to develop your personal marketing action plan

DAY 2 • Tap into and expand your own communication talents• Acquire new skills that can complement your own• Apply these skills to everyday conversations with clients and staff• Create your personal business development plan

DAY 3 • Explore 10 important questions to ask clients + how to use conversations to create opportunities• Step forward in your new role as a communicator/marketer for your fi rm• Formalize your plan for the future

Bring this game-changing workshop to your fi rm now!Call: 310.968.1320 • [email protected]

www.estowemanagement.com • www.revolutionaryconversations.net

Don’t have 3 days for a workshop? We can customize this workshop to meet your needs!

This 3-day intensive workshop — Getting and Staying Close™ to Clients — will give you the tools you need to develop ongoing, interactive conversations

with clients to uncover new opportunities.