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Sales Process & Onboarding
Manage episode 356615142 series 3409679
المحتوى المقدم من Earmark LLC, Hector Garcia, and CPA. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Earmark LLC, Hector Garcia, and CPA أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
In part 4 of our 8-part series, we'll learn how to create a disciplined, consistent process to win and onboard customers.
Thank you to our sponsor, Avalara! Avalara’s award-winning tax automation solutions help accounting practitioners of all sizes, from sole proprietors to Top 100 firms. Avalara simplifies sales tax compliance with real-time rates, automated returns filing, registrations, tax research and automated tax solutions for specialized tax areas. We live and breathe tax so you don’t have to. Learn more at Avalara.com/Accountants.
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- (00:00) - Filtering out bad clients
- (00:24) - Welcome to Part 4: Sales Process and Onboarding
- (03:52) - Pre-Sales Strategy
- (04:31) - Defining a few key concepts
- (07:06) - Customers perspective
- (09:23) - Value and guarantees
- (15:46) - Pre-sales marketing strategy
- (17:57) - Thank you to our sponsor, Avalara
- (19:42) - Sales Process Step by Step
- (23:30) - The 5 filters of client selection
- (42:09) - Summary of what these "filters" mean
- (44:03) - Lets apply this theory to a real world example
- (48:31) - The why conversation
- (58:11) - Asking key questions about expectations
- (01:08:41) - Delivering a proposal
- (01:11:51) - Some viewer comments
- (01:15:08) - Onboarding
- (01:26:49) - Thanks for joining, where to watch live and how to earn free CPE
- (01:27:44) - 3 exercises to do if you enjoyed this lesson
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Build a Focused Firm Session #4 Slide Presentation
https://drive.google.com/file/d/1Dorglzauml2LS52ak88ZsHBykGsflUMv/view?usp=sharing
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Join the Focused Firm email list to get notified of future streams and CPE courses:
https://go.earmarkcpe.com/the-focused-firm
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Get free CPE for listening to this podcast:
https://app.earmarkcpe.com/?course_id=11d08a91-988a-4465-8e0c-e974240b637d
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Connect with Hector Garcia, CPA:
Website: http://hectorgarcia.com
LinkedIn: https://www.linkedin.com/in/hectormgarciacpa/
Connect with Blake Oliver, CPA:
LinkedIn: https://www.linkedin.com/in/blaketoliver
Twitter: https://twitter.com/blaketoliver/
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Download the Earmark CPE App:
Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728
Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app
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