Converting Leads into Clients

Part of The Winning Clients Masterplan Series

This is THE most road-tested set of strategies for accountants who want to turn new business opportunities into new fees, drawing from over three decades of successful implementation in the accounting profession and in my own career.

Converting Leads into Clients is broken down into a series of topics:


Part 1 - Controlling The 1st Meeting with a Prospective Client

Discover the 1st meeting process and what your firm needs to do to take control of each opportunity


Part 2 – Preparation before the 2nd Meeting with a Prospective Client

Discover the preparation techniques between the 1st & 2nd meeting with a Prospective Client


Part 3 – Preparing the Proposal Document

Learn how to build a proactive and powerful proposal


Part 4 – The Final Meeting and Closing the Deal

Learn how to conduct the final meeting and close the deal


What’s Included?

A Professionals Workbook - This course is presented in a Professionals Workbook format so you can work through the series of practical steps to kickstart your accounting firm's growth.

A Step By Step Guide - Take Step by Step Action to grow your accounting firm and to win new business.

Converting Leads into Clients is part of a three-part series of The Clients Masterplan. Other Issues in this series are:-

1. Marketing and The Practice Growth Outline 

2. Practice Growth Metrics and Building Your Pipeline 

3. The Winning Clients Masterplan Series - All 3 parts in one course


Martin Bissett

Founder of The Bissett Group

Martin Bissett has worked with over 2,000 accounting firms across 44+ countries since 1998, helping them generate over £500m in recurring fees. As an advisor to accounting firms and FinTech companies at board level, his clients include major names like Intuit, Dext, Xero, IRIS, and ICAEW.

A prolific speaker and author, Martin delivers 10-20 keynotes annually and has written 14 books, including the bestseller Passport to Partnership and Never Mind The Bullets. His work is part of accounting curricula in both the UK and US.

Martin’s career spans the globe, including 23 US states, and his expertise has earned him global recognition. More recently, he has published children’s literature with The Climb and Letting Go, with another release planned for 2025.

Course curriculum

  • 1

    Converting Leads into Clients - The Winning Clients Masterplan

    • Introduction to Converting Leads into Clients

    • Part 1 - Controlling the 1st Meeting with a Prospective Client

    • Part 2 - Preparation before the 2nd Meeting with a Prospective Client

    • Part 3 - Preparing the Proposal Document

    • Part 4 - The Final Meeting and Closing the Deal