Courting a Prospective Client: Offer A Free Report
Audit Manual Software efficiency Clarity International Auditing Standards ISAs hot cold File Review Financial Statements accounts efficient ETB Exempt checklist Report New Client IR35
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.
Platforms: Windows 95, 98, ME, 2000, XP, Vista, Windows 7 or higher
Minimum Requirements: MS Excel 97, 2000, 2003, 2007 or higher
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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.
♦ Arrange a meeting
♦ Ask the ready-made questions
♦ Make notes of the facts in their replies
♦ There and then edit in the facts into the ready-made report
♦ Send them the report with the ready-made covering letter
♦ The prospective client thumbs through a free impressive report
♦ It briefly touches on important areas
♦ After a week, ask for their feedback
♦ 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.
You edited this and print it in minutes and hand it to them there and then.
You get only one chance to make
a favourable first impression!
Audit Manual Software efficiency Clarity International Auditing Standards ISAs hot cold File Review Financial Statements accounts efficient ETB Exempt checklist Report New Client IR35
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| Last Updated on Friday, 12 August 2011 09:51 |
