Marketing is not a problem.
The majority of accounting firms don’t have an issue with marketing.
Governments drive compliance business to your firm every day.
The problem lies in picking the right profitable clients that you love working with and ensuring you have a proven, repeatable sales process to win that business.
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It's a lack of sales skills.
As a partner in your firm, you are 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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Do you want to grow your accounting firm and challenge the status quo?
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How do I deliver you success?
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Through a proven sales methodology for accounting firms.
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Some of the core principles include:
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Unique Selling Proposition workshop, competitor analysis
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Develop your Ideal client persona
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Refresh all your social media assets
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If required build a new website that delivers leads
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Building a suspect list
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Create a repeatable marketing campaign to generate leads
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Position partners to become people of influence
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Sales training to all client-facing staff
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Why sales is just a process​
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From suspect to a client in 7 steps training
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Telephone and email sale skill development
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Running the perfect discovery meeting
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How to sell the invisible
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Handling pricing objections
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Weekly sales progress meetings
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Who is the best fit?
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Firms that are not happy with single-digit growth
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People wanting to start a firm
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Multi-partner firms that have slowed growth
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Those wishing to build a firm to sell
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Your commitment.
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Allocate at least 2 hours per week for personal development
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Produce two videos per month (training provided on how to produce high-quality videos)
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Be held accountable for all sales wins and losses
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Success based investment.
A monthly marketing retainer USD 962 and 5% of new business accepted each month, as measured via Practice Ignition or Go Proposal.
My sole focus is for you to win new business.
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 sent 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, allowing transparency on all new business won each month and a mechanism to measure conversion rates.
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Are there any hidden costs?
You will need these products:
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Pipedrive - sales pipeline management
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Mailchimp or equivalent - marketing campaigns
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Calendly - appointment setting app
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Zoom - virtual meeting app
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Practice Ignition - client engagement, proposals & payments
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Go Proposal - client engagement, proposals & payments
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What is provided in the USD 962 monthly retainer?
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All social media posts (LinkedIn, Twitter, Facebook, Google My Business)
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Monthly newsletter distribution via Mailchimp
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Weekly sales pipeline review using Pipedrive
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Weekly sales training
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How long do you normally work with a client?
I practice what I preach, and 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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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 start again. You’ll end up with a site 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.
