Practice Growth Metrics and Building Your Pipeline
This is THE most road-tested set of strategies for accountants who want to turn new business opportunities into new fees Part 2 - Marketing and The Practice Growth Outline
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.
Practice Growth Metrics and Building Your Pipeline is broken down into a series of topics:
Part 1 - Practice Growth Metrics
You will analyse the data you need to set your firm's Practice Growth Metrics and make that commitment to growing your firm.
Part 2 - Creating a Proactive Referral System
You will learn how to create a proactive referral system by working with and encouraging existing clients to create opportunities.
Part 3 - Building Your Pipeline
You will learn how to apply the A.C.C.O.U.N.T.S.™ process in helping you measure the ideal target client for your firm.
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.
Practice Growth Metrics and Building Your Pipeline is part of a three-part series of The Clients Masterplan.
Other issues in this series are:
Marketing and the Practice Growth Outline
Converting Leads into Clients
Founder of The Bissett Group
Martin Bissett is the founder of the Bissett Group of companies that provide practice and personal growth communities, content, and continuing education exclusively to the accounting and bookkeeping professions worldwide.
Previously he established a high six-figure consulting firm while serving as a keynote speaker with over 100 one-off and repeat engagements to his name, as well as becoming the most published author on his topics of specialism with 11 books including 1 bestseller.
Since 1998, he has played a major part in working with over 1800 accounting firms in over 40 countries. These projects have led to those firms acquiring over £500m of recurring fees before inflationary increases, referrals and upselling are factored in. He stopped keeping track of this number over 5 years ago.
Martin now advises both accounting practitioners and FinTech companies alike, at board level.
Kickstart your firm's growth
Introduction to Practice Growth Metrics and Building Your Pipeline
Practice Growth Metrics
Creating a Proactive Referral System
Building Your Pipeline