The CPA: Sales Driver

Are you ready to become a master negotiator and get more out of your business development time?

Advanced Sales Training & Marketing Strategies for Accountants

As someone who is consistently bringing new clients into the firm, you are making a clear impact on the growth of the firm, but are you being as effective as possible in your hybrid role?  By improving your presentation and negotiation skills, you can shorten the sales cycle, which will help you bring in new clients faster and with less effort.

In this program, we introduce advanced selling strategies from forecasting and pipeline management to negotiation strategies that build selling confidence and improve close ratios.  These efficiencies free up more time to provide better client service, win more business, or get back to your favorite hobbies.

If you are a strong seller for your firm, but are ready to incorporate strategic ideas to effectively balance your technical work with business development, The Inovautus Consulting Complete Professional Advisor® (CPA): Sales Driver is for you! This sales training program will give you a leg up over the competitor by building business development skills in three key areas:

Why aren’t Our Niches Growing

Managing a Sales Pipeline

Set appropriate goals and learn strategies to develop and maintain your sales pipeline for consistent growth.

What’s working

Consultative Selling

Learn how to run an effective sales presentation that allows you to pivot and address the true needs of the client.

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Advanced Negotiation Skills

Improve your close ratio with objection handling strategies and management of the client's buying process.

Structured Yet Flexible Training

The CPA: Sales Driver is broken down into three modules, designed for you to progress at a pace that fits your schedule and is structured for most participants to dedicate just one hour a week to begin executing consistent business development habits.

Plus, once you finish each lesson, we give real-life exercises so when it’s convenient for you (whether in minutes after finishing the course or weeks later), there is no excuse not to put what you’ve learned into practice!

Want to learn more?

Schedule a consultation with our training director.

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Additional Information

  • Who Should Attend: Experienced business developers or graduates of the Sales Supporter sales training program
  • Field of Study: Communications & Marketing
  • CPE Credits: Approximately 18 credit hours
  • Prerequisites: None
  • Advance Preparation: None
  • Program Level:  Intermediate
  • Delivery Method:  QAS Self-Study

Refunds & Cancellations: Cancellations or modifications to registrations must be made within one week of purchasing the training course.  Full refunds are available during this time if the customer has not logged into the training platform. Please email marketing@inovautus.com to request a refund. For more information regarding administrative policies such as complaint and refund, please contact our offices at 888-491-9330.

CPE-QASThe CPE Seed is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:www.nasbaregistry.org

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