How to Ignite Your Client Engagement Strategy for 2023
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IntuitGabi
IntuitGabi
How to Ignite Your Client Engagement Strategy for 2023 - November 7, 2022
START DATE:11/7/2022
START TIME:1:00 PM CST
DURATION:60 MINUTES
ABSTRACT:
The new year is just around the corner and it's time to start thinking about your client engagement strategy for 2023. Will you increase your fees? Will you fire any clients? Who is your ideal customer? What will you change from this year to next year? Josh Lance, the Managing Partner at Lance CPA Group, has been running his Chicago-based firm virtually for the last seven years. He'll be sharing the 3 principles of client engagement - 1 The customer journey.. 2. Strategically sell and close deals... 3. Selling doesn't stop with the sale..
LEARNING OBJECTIVES:
By completing this webinar, you will be able to advise your clients on topics such as:
o Recognize how to transition your current clients to your new client engagement strategy
o List the 3 principles to your client engagement strategy
o Identify opportunities to increase prices and cross sell new services
o List common traps to avoid when creating your client engagement strategy
Which one or all?
o Packaging and Bundling your services
o Consultative selling
o Team Management
o Process and Workflow Efficiency
WHO SHOULD ATTEND?
Anyone who prepares tax returns and serves taxpayers or business clients.
Course Level: Basic
Course Length: 60 Minutes
Prerequisites: None
Delivery Method: Group-Live Internet
Field of Study: Business Management & Organization – Non-Technical
Recommended CPE: 1
Recommended CE: 0
LEARNING OBJECTIVES:
By completing this webinar, you will be able to advise your clients on topics such as:
o Recognize how to transition your current clients to your new client engagement strategy
o List the 3 principles to your client engagement strategy
o Identify opportunities to increase prices and cross sell new services
o List common traps to avoid when creating your client engagement strategy
Which one or all?
o Packaging and Bundling your services
o Consultative selling
o Team Management
o Process and Workflow Efficiency
WHO SHOULD ATTEND?
Anyone who prepares tax returns and serves taxpayers or business clients.
Course Level: Basic
Course Length: 60 Minutes
Prerequisites: None
Delivery Method: Group-Live Internet
Field of Study: Business Management & Organization – Non-Technical
Recommended CPE: 1
Recommended CE: 0
Josh Lance
Managing Director at Lance CPA Group and Head of Accounting at Practice Ignition
Joshua Lance CPA, LLC
CPA & CGMA. At Lance CPA Group, I manage a virtual and remote team serving craft brewery and digital agency clients around the country. At Practice Ignition, I work with accountants to help them optimize their firm and how they can use Practice Ignition to better run their practice.
Ryan Embree
Partnerships
Practice ignition
Event has ended
You can no longer attend this event.
Start:
Mon, Nov 7, 2022 01:00 PM CST
End:
Mon, Nov 7, 2022 02:00 PM CST
