We Help accountants get clients in a more predictable way

We work with accountants specifically to figure out what is the vision for their business. Once our prospect can clearly define what they want, then we work together to develop the exact steps they need to take to accomplish those dreams.

The types of professionals we work with:

  1. Find it difficult to put a predictable and constant system for providing leads. 

  2. Are looking to grow/expand their business as fast and efficiently as possible. 

  3. Are struggling to balance servicing current clients with finding new potential clients. 

  4. Are Drained with constantly reaching out to cold leads and want an automated system to deliver Red Hot leads to their computer every morning.

  5. Struggling to get their product and service out there amongst all of the competition.


The questions CSM want to understand in order to help: 


  • Exactly how many meetings do we need to have on our calendars each week?

  • Exactly how many clients do we need?

  • How are we going to get those clients?

  • How much is it going to cost to get new and ideal clients?

  • How much time is it going to take?

  • Who do we need to help us?

  • What do we need to learn?

  • What do we need to say?



It is incredibly important to have the answers to these questions.  If you don’t have a clear and detailed plan over the most important part of your business, sales, it has a way of never actually happening and those dreams, never come true.


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