The New Rules for Sales Proposals for Accountants

By Posted in - Public Blog on May 26th, 2019 0 Comments


accounting sales process

Over the last 10 years, countless firms have expressed to us the struggle of chasing proposals, or ‘quoting and hoping’.

But that’s not a productive use of your time, and following up doesn’t present you in a position of power. It makes you look weak, tail-between-your-legs, and casts the entire practice in a distinctly unauthoritative light.

Not a good look.

Thankfully, there’s a better way to handle your accounting sales process.

With the right systems you can dramatically reduce these issues — and create a more efficient business. That means more time for the important things. Your action items that produce real results — either generating or retaining revenue.

Discover the New Rules for Sales Proposals for Accountants below. Everything relating to your firm’s sales process, and the way you generate and present proposals is explored.

Find out how you can free up time by implementing a 3-step sales process that operates like clockwork.

New Rules for Sales Proposals for Accountants

Hopefully now you see a better alternative to your accounting firm’s sales process.

You now know what you need to bring about change.

You’ve seen the 3 things that kill a sales process, what a typical sales process for an accounting firm looks like, and why complimentary consultations suck.

But most importantly you’ve seen the new way.

Starting with the Initial Needs Analysis, moving on to a Structured Gap Analysis that pre-sells and warms the prospect, then on to live, collaborative scoping to meet the client’s needs. To top if off, there’s potential for the engagement to be signed during the meeting.

If you’re still stuck in the past generating and sending proposals after the meeting, be sure to check out Practice Ignition. Not only will you close more sales, you’ll have a more efficient business.

Be sure to watch the full recording above if you’re currently in the process of — or would like to start — building a modern accounting firm.

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