Discovery (2 of 2) - How to move Clients from Interest to Commitment
Converting discovery conversations into billable hours.
Stream this recording multiple times at your convenience.
- $180.00 incl. GST
- PD hours: 1
This session builds on part 1 of this series; Rich Conversations with Clients.
It’s one step to get the interest of your clients in helping them beyond the compliance work, but another step entirely to get them to agree to additional services and the extra fee for service. Too often, client managers and partners lose real opportunities to add value because they simply didn’t present the proposal in an engaging and thoughtful way.
In this session, we’ll present key practical steps to:
1. Present both formal and informal proposals to get clients across the line
2. Identify and address key roadblocks to client agreement to additional services
3. Actively engage clients in making the decision on scope and fee for service
Accountants, Managers, Partners, Principals who want to know their clients better. This program is for both small and large firms.
You will be provided with:
• PowerPoint presentation slide deck
• Any supporting documentation
• Webinar Recording to view multiple times for up to 6 months
• An opportunity to ask questions to the presenter