Strategy Roadmap Sessions

How to create, offer and sell to new and existing clients

From time to time, you’ll meet a prospective client that certainly needs your help. And you know you could do great work with them, but you can’t quite get them over the line on a substantial piece of work.

There’s clearly some gap. It might be that you haven’t developed the right amount of trust or credibility. It might even be that they aren’t entirely certain what outcome they want to achieve. 

In this case, for both new and existing clients, offering a Strategic Roadmap Sessions can help to bridge that gap.

A Strategic Roadmap Session can clarify what outcome your client wants, and how you recommend to approach this body of work. Whether or not they go ahead with the main body of work, you are now being well-paid to spend time with your client to craft the scope of work plus the way in which you recommend getting there. This will help to make sure that you’re both on the same page.

Join this practical discussion with case studies and ready-to-use scripts and discover how some practitioners are offering Strategic Roadmap Sessions and earning more in the process.

A summary of the material covered in the session will be provided in the form of a handout.

Learning Outcomes:

Attendees will gain an understanding of the objectives of Strategic Roadmap Sessions, as well as when to use them and the process to follow to conduct them effectively

Suited to:

Accountants, financial, legal professionals and other advisers who would like to explore how Strategy Roadmap Sessions can help engage a prospective client and clarify their needs

This On Demand includes: 

• a recording of the webinar Event which can be viewed multiple times
• a PDF of the presenter’s PowerPoint
• a verbatim Transcript
• any supporting documentation
• a CPD Certificate after successful completion of the Knowledge Quiz