CPA - medium firm
Other
You may know that having a sales pipeline is a best practice to manage and close new engagements for your firm. You may even have a sales pipeline in place. Implementing a sales pipeline and managing a true sales process in your firm is essential to identifying real sales opportunities, ensuring the right people on your side shepherd each opportunity, and ultimately closing more business. After attending this 90-minute web seminar, you will be able to:
• Develop and implement effective sales processes in your firm
• Understand the roles involved in your business development process and expectations for each
• Effectively manage and maintain a sales pipeline and hold sales management meetings with your business developers
• Use your sales pipeline as one of your firm’s key planning tools to project revenue, capacity plan, and more!
Leave this web seminar inspired to implement, or refine, a true sales pipeline process that results in new engagements for your firm!
Tamera Loerzel is a partner of ConvergenceCoaching®, LLC, a national consulting firm that helps leaders achieve success. Named as one of AICPA/CPA Practice Advisors’ Top 25 Most Powerful Women in Accounting, INSIDE Public Accounting’s Top 10 Most Recommended Consultants, and Accounting Today’s 100 Most Influential People in Accounting, Tamera helps her clients capitalize on the opportunities to transform their practices through mindset and behavioral shifts along with concrete strategies for growth, talent development, and practice management. Tamera is a founding member and past-President of The CPA Consultants’ Alliance and is a frequent speaker, writer, and blogger in the CPA profession. She is an avid runner and yogi, pianist, and world traveler with her husband, 3 children, and grandson.
About Our Presenter
- CPE Credits
- Support and FAQs
- Terms and Conditions
- Privacy Policy
- CPAwebengage, Inc.