Generating New Clients


CPD hours: 1 Hour

Price: Complimentary

Video Type: Single

Presenter: Jean Marie Caragher
Capstone Marketing
...

Generating New Clients

CPD Hours: 1

Price: Complimentary


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Title / Topic

Generating New Clients

Presenters : Jean Marie Caragher


Overview   

Don't wait for clients to find you, rather look for opportunities to find new clients. As businesses recover from the pandemic, now is the time to seek out, seize opportunities and capitalise on this recovery.  

Accounting and bookkeeping firms, like any other business, need to strive for growth and stay competitive. Generating new clients by using marketing and business development tools will assist you to achieve this goal. 


Learning objectives  

By attending this webinar you will gain the following competencies: 

  • Reflect on and describe your ideal client. 

  • Apply the framework to create a marketing and business development plan. 

  • Examine various types of marketing and business development tools to implement. 

  • Discover how to sell additional services to current clients. 

  • Construct a marketing and business development process to guide you in your firm’s growth. 


Content 

The webinar will cover the following topics:  

  • Defining Your Ideal Client 

  • Creating and Executing a Business Development Plan 

  • Marketing and Business Development Tools 

  • Cross-Selling Services 

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