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Sales Process & Onboarding
Manage episode 356615142 series 3409679
Earmark LLC, Hector Garcia, and CPA에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Earmark LLC, Hector Garcia, and CPA 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
In part 4 of our 8-part series, we'll learn how to create a disciplined, consistent process to win and onboard customers.
Thank you to our sponsor, Avalara! Avalara’s award-winning tax automation solutions help accounting practitioners of all sizes, from sole proprietors to Top 100 firms. Avalara simplifies sales tax compliance with real-time rates, automated returns filing, registrations, tax research and automated tax solutions for specialized tax areas. We live and breathe tax so you don’t have to. Learn more at Avalara.com/Accountants.
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- (00:00) - Filtering out bad clients
- (00:24) - Welcome to Part 4: Sales Process and Onboarding
- (03:52) - Pre-Sales Strategy
- (04:31) - Defining a few key concepts
- (07:06) - Customers perspective
- (09:23) - Value and guarantees
- (15:46) - Pre-sales marketing strategy
- (17:57) - Thank you to our sponsor, Avalara
- (19:42) - Sales Process Step by Step
- (23:30) - The 5 filters of client selection
- (42:09) - Summary of what these "filters" mean
- (44:03) - Lets apply this theory to a real world example
- (48:31) - The why conversation
- (58:11) - Asking key questions about expectations
- (01:08:41) - Delivering a proposal
- (01:11:51) - Some viewer comments
- (01:15:08) - Onboarding
- (01:26:49) - Thanks for joining, where to watch live and how to earn free CPE
- (01:27:44) - 3 exercises to do if you enjoyed this lesson
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Build a Focused Firm Session #4 Slide Presentation
https://drive.google.com/file/d/1Dorglzauml2LS52ak88ZsHBykGsflUMv/view?usp=sharing
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Join the Focused Firm email list to get notified of future streams and CPE courses:
https://go.earmarkcpe.com/the-focused-firm
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Get free CPE for listening to this podcast:
https://app.earmarkcpe.com/?course_id=11d08a91-988a-4465-8e0c-e974240b637d
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Connect with Hector Garcia, CPA:
Website: http://hectorgarcia.com
LinkedIn: https://www.linkedin.com/in/hectormgarciacpa/
Connect with Blake Oliver, CPA:
LinkedIn: https://www.linkedin.com/in/blaketoliver
Twitter: https://twitter.com/blaketoliver/
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Download the Earmark CPE App:
Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728
Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app
8 에피소드
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