Stop wasting time—start compounding results. This practical session shows CPAs how to make every minute work for growth, build rapport faster, sell appointments (not just services), organize smarter sales calls, use social networks strategically, and apply a quick debriefing system that improves your hit rate week over week.

CPAs, firm owners, partners, and business development leads in professional services

Marketing and client service teams responsible for lead generation, referrals, and growth

Make every minute of every day work for them by converting goals into calendarized micro-commitments and a repeatable weekly cadence.

Shorten the sales cycle by improving qualification, momentum management, and next-step design.

Turn strategic allies into a strategic sales force through clear value exchanges, confidence scripts, and referral enablement assets.

Build rapport quicker using relevance-first intros, authority cues, and curiosity-led discovery.

Differentiate selling an appointment from selling your wares with messaging that earns the next meeting and avoids feature dumping.

Organize sales calls for outcomes with simple agendas, decision capture, deadlines, and accountable ownership.

Best use social networking tools and strategies to warm leads, re-warm dormant contacts, and stay visibly useful in your niche.

Apply a debriefing system that documents lessons learned, refines messaging, and measurably improves conversion each week.

Goal Setting – Daily Rhythm: Converting annual goals into weekly sprints and time blocks

Shorter Cycles: Qualify early, remove friction, and guide to the next committed step

Strategic Allies: Turn centers of influence and partners into an active sales force

Rapport at Speed: Credible empathy, relevance anchors, and trust signals

Appointment vs. Wares: Why the next meeting is your “product” in professional services

Organized Sales Calls: Tight agendas, defined roles, captured decisions, clear next steps

Social Networking Strategy: Visibility, engagement, and message sequencing for warm leads

Debriefing System: A 10-minute post-call framework for continuous improvement