Selling Accounting Services in Virtual Environments 2021 | Terrapinn Holdings Ltd. | 26 October 2021 | Virtual
Venue
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| Event Date |
Tue Oct 26 CST (about 3 years ago)
In your timezone (EST): Tue Oct 26 2:00am - Tue Oct 26 5:00am |
| Location | Virtual |
| Region | APAC |
Details
As many firms have been forced now to interact with their clients virtually, it's important to build the care around those interactions. Since the intimate in-person interaction is no longer possible, then there are ways firms can walk clients through a process to prepare their clients for pricing and services. We'll discuss the journey clients can go through to work with your firm, and then how you can price them in effective virtual ways.
Learning Objectives:
• Firm owners will learn what an onboarding process is, and how an example firm uses it to influence potential clients in a virtual sales process.
• Firm owners will learn about the human process of discovery and ways to learn how to assess what the client lead needs in service.
• Firm owners will learn how to create and manage effective pricing processes online for their clients.
Speakers
2021 Speaker
Jason Blumer
CEO, Thriveal CPA Network
Sponsors & Partners
2021 Sponsor
• Intuit quickbooks