Ready to become proactive with your business development initiatives?
Foundational Business Development & Sales Training for CPAs
For individuals who have mastered their relationship-building skills with clients and have started building a referral network, it’s time to start thinking about how to become more proactive with a business development approach. By embracing a consultative selling approach, you can easily transition from a client developer to someone who supports the sales process through lead generation and uncovering needs with ideal prospective clients.
In our current environment where firms are turning away business due to capacity constraints, bringing the right clients to your firm is crucial. By learning how to find the right prospective clients, qualify individuals or organizations to make sure they are a good fit for the firm, and dig deep to uncover hidden needs, you can help contribute to the kind of growth your firm needs and wants.
Whether you’re a firm leader working on improving your growth culture or an individual professional looking to level up your consultative selling skills, The Inovautus Consulting Complete Professional Advisor® (CPA): Sales Supporter sales training program will give professionals a leg up over the competition by building business development skills in three key areas:
Successful Discovery
Uncover the true need of your prospects by asking the right questions and connecting the dots in a discovery conversation.
Meeting Acquisition & Preparation
Discover strategies to leverage your network, ask for meetings and effectively prepare for client and prospect meetings.
Sales Process
Learn a sales framework to build efficiency into your business development activities and prepare for internal sales conversations.
Structured Yet Flexible Training
The CPA: Sales Supporter 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.
Additional Information
- Who Should Attend: Anyone beginning their sales acquisition journey or graduates of the Client Developer 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 (www.inovautus.thecpeseed.com). 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.
The 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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