CPA Sales and Business Development Self-Study Programs
Build in a self-study format, these programs are designed to meet specific needs when you need them.
The Inovautus Consulting Complete Professional Advisor® (CPA) Self-Paced Programs are for accounting professionals looking to augment their traditional business development skills in a hybrid environment and develop consistent habits in a matter of weeks.
Programs
The CPA® Digital Rainmaking Self-Study Program
Digital Rainmaking will help you go beyond the basics of business development to help you adapt to a modern selling environment. Designed to help you adapt, grow and emerge, this self-study program provides applicable instruction, relevant resources, and activities to reinforce learning concepts.
Learning objectives:
- Blend virtual selling into your traditional business development strategy
- Build trust and rapport virtually
- Develop an online professional network
- Integrate video into the sales process
- Establish a virtual prospecting strategy
Participants will receive 6.5 CPE credits in Communications & Marketing
The CPA® Cross-selling Self-Study Program
Cross-selling will help you learn the fundamentals of cross-selling and how to optimize your efforts with targeted opportunities. Designed to help you get started on your sales acquisition journey, this self-study program provides live discussions and communities, action plans, activities to reinforce learning concepts, and coaching opportunities.
Learning Objectives
- Define true cross-selling to eliminate the negative stigma attached to the term
- Establish an understanding of your firm’s ideal clients and cross-selling opportunities
- Develop advanced communication strategies to help uncover cross-selling opportunities with current clients
- Prepare a key account plan and pursue targeted opportunities
Participants will receive 4 hours of CPE credit in Communications & Marketing.
The CPA® Foundational Networking
Building the right referral relationships is the golden ticket in an accounting firms. These networks can be a source of new business, a barometer for gauging marketplace trends, and a sounding board for personal and firm growth. By focusing on building connections with the right individuals that either align with or have access to your ideal client, you will set yourself up for years of success.
In Foundational Networking, you’ll learn how to:
- Establish a circle of influence
- Define best practices for good referral etiquette
- Build confidence with small talk
- Develop nurture strategies for referral connections
Participants will receive 5.5 CPE credits in Communications & Marketing
