Courting a Prospective Client: Offer A Free Report
Many businesses are dissatisfied with their accountants at any given time. Here is a common complaint:
"Mr XYZ has been with his current accountants since 1999. His company makes satisfactory profits. The sales are strong and the staff are dedicated.
  He feels his company is just drifting along with no real structure to its growth. He is ambitious and has asked his accountants several times for developing a plan to grow the business. 
   The accountants have not responded and so they seem to be either unable or unwilling to assist. 
   Mr XYZ is going to need a more pro-active adviser if he is to achieve his ambition."

Capture new professional work with the right difference. Be more successful, in a style that puts you ahead of your competitors.

 
They are on the look-out for a more dynamic accountant who is more caring and has good communication skills. Offer them a FREE report; they have nothing to lose.

They would like to assess you. You get the chance to show them your skills. Use this tool to impress them without incurring significant costs.

1 - Arrange a meeting
2 - Ask the ready-made questions
3 - Make notes of the facts in their replies
4 - There and then edit in the facts into the ready-made report
5 - Send them the report with the ready-made covering letter
6 - The prospective client thumbs through a free impressive report
7 - It briefly touches on important areas 
8 - After a week, ask for their feedback
9 - You might have a new client then or in the future.

In an impressive way, it tells them about
- their weaknesses, 
- tax reduction possibilities, 
- improvements you can affect for them, and
- a quote of your professional fees.

This is edited and printed in half an hour.

You get only one chance to make
a favourable first impression!
Platforms: Windows 95, 98, ME, 2000, XP, Vista, Windows 7 or higher
Minimum Requirements: MS Excel 97, 2000, 2003, 2007 or higher

RELATED PRODUCTS
Partnership Model Agreement
Employee's Statement of Employment Terms
Practice Continuity Agreement
New Client Induction

Main Features


• Used on Excel

• No courses, just edit
    the example wording

• Two dozen leading
    questions to ask

• A ready-made
    covering letter

• 8 page report:
- An overview
- Current problems
- Possible solutions
- Preliminary tax advice
- Fee quote, disclaimer 

• Touches on areas
   important to a
   prospective client
   but brief by necessity

• Print on good quality
    paper and bind in
    report covers
 

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