It's a lack of sales skills.

As a partner in your firm, you're expected to be the rainmaker. Except when did you gain formal sales training and does your firm have a repeatable sales process?

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Proven sales mentor.

After a 30+ year career in sales in the accounting industry, I have the sales skills and proven track record (launching Xero Australia) to deliver sales mentoring to your accounting firm.

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I only accept less than three clients to mentor at one time.

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This allows you a truly bespoke sales mentoring course.

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Do you want to grow your accounting firm and challenge the status quo?

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A monthly marketing retainer $962 USD and 5% of new business accepted each month, as measured via Practice Ignition or Go Proposal.

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My sole focus will be to ensure you’re trained to win new business.

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Typically this will take six to nine months until you consistently close sales within your pipeline.

You have the freedom to change this arrangement at any stage.

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Next step.

Book a discovery call with myself. Let’s discuss where you’re at, your goals and let’s determine if there is a fit.

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Questions.

Am I locked into anything?

Invoices are raised on the 15 of each month, with 5-day terms. You can cancel at any stage, and payment will be pro-rated to that date.

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How do you measure new business sales?

Part of the sales methodology is the implementation of Practice Ignition or Go Proposal in your firm. This will allow transparency on all new business won each month and a mechanism to measure conversion rates.

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Are there any hidden costs?

These products are required for your success:

• Pipedrive - sales pipeline management

• Mailchimp or equivalent - marketing campaigns

• Calendly - appointment setting app

• Zoom - virtual meeting app

• Practice Ignition -  client engagement, proposals & payments

• Go Proposal - client engagement, proposals & payments

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What’s included in the $962 USD monthly retainer?

• All social media posts (LinkedIn, Twitter, Facebook, Google My Business)

• Monthly newsletter distribution via Mailchimp

• Weekly sales pipeline review using Pipedrive

• Weekly sales training

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How long do you normally work with a client?

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Typically this will take six to nine months until you consistently close sales within your pipeline.

Where are you based?

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I practice what I preach, I'm now in year three of a ten-year world trip, currently, I'm in Morocco. I cater to clients in Australia, Europe and the USA.

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Can I talk to a client?

While most of my clients like to remain anonymous and gain a competitive advantage, you can speak to Kelly Chard from GrowthMD.

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Will I need to replace our website?

My sales methodology drives traffic to your website, and sometimes it’s easier to just start again. You’ll end up with a website that is secure, mobile-friendly and more importantly easy for you to maintain yourself. We will decide that together if it's required,

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Can I see your website work?

Yes, feel free to view these client websites.

• GrowthMD

• Catalyst

• Noble Accounting

• JPJP

• K2 advisors