Sales Process & Onboarding

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Build A Focused Firm with Hector Garcia, CPA

Hector Garcia, CPA

8 episodes

3 months ago

If you want to build an accounting or bookkeeping firm that gives you joy, you need to stop, and focus. Learn strategies and best practices for practice management and earn FREE CPE while you're at it!

All content for Build A Focused Firm with Hector Garcia, CPA is the property of Hector Garcia, CPA and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Courses

Education,

How To

Sales Process & Onboarding

Build A Focused Firm with Hector Garcia, CPA

1 hour 31 minutes

2 years ago

Sales Process & Onboarding

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

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