Your New Client Pipeline

Designed for bookkeepers

A walk through the 8-Stage Process to assemble your first New Client Pipeline that you can start working right away and get new clients, as early as this week.

Stage One – Opportunity Dump 

Stage Two – Referral Sources 

Stage Three – Overarching Relationship 

Stage Four – Ex-Clients 

Stage Five – Ex-Inquiries 

Stage Six – Wish List 

Stage Seven – Proactive Marketing 

Stage Eight – Grading

This course will take you through the 8-step approach and start to build your pipeline.

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

    Pipeline Class Handouts

    • Build Your Pipeline Worksheet
  • 2

    How to Build Your Pipeline - Main Class

    • Introduction

    • Winning Your First Client

    • Productivity

    • What Bookkeepers Do

    • Client Needs

    • Your Value

    • Case Study

    • Perception is Reality

    • Why the Gap?

    • Emotion vs. Logic

    • Marketing vs. Sales

    • Why It's So Hard

    • Why a Pipeline

    • Who Uses a Pipeline?

    • What a Pipeline Does For You

    • Stage One

    • Stage Two

    • Stage Three

    • Stage Four

    • Stage Five

    • Stage Six

    • Stage Seven

    • Stage Eight

    • The Great Mistake

    • Mindset Change

    • Now What?

    • Questions & Answers

    • Excel Worksheet Pipeline Template
  • 3

    Take Action Bonus

    • How to Keep Your Pipeline Full
  • 4

    Pipeline Deeper Dive Bonus Mini-Class

    • Intro to Deeper Dive

    • Your Marketing Collateral

    • Results So Far

    • Results and Questions and Answers

    • Now What?

    • Final Questions and Answers

    • Wrap Up