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SUMMARY:(LIOT08/26) Selling Skills for CPAs
DESCRIPTION:Event Description\nStop 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.\n\n\nDesigned For\n\nCPAs\, firm owners\, partners\, and business development leads in professional services \nMarketing and client service teams responsible for lead generation\, referrals\, and growth\n\n\nObjectives\n\nMake every minute of every day work for them by converting goals into calendarized micro-commitments and a repeatable weekly cadence. \nShorten the sales cycle by improving qualification\, momentum management\, and next-step design. \nTurn strategic allies into a strategic sales force through clear value exchanges\, confidence scripts\, and referral enablement assets. \nBuild rapport quicker using relevance-first intros\, authority cues\, and curiosity-led discovery. \nDifferentiate selling an appointment from selling your wares with messaging that earns the next meeting and avoids feature dumping. \nOrganize sales calls for outcomes with simple agendas\, decision capture\, deadlines\, and accountable ownership. \nBest use social networking tools and strategies to warm leads\, re-warm dormant contacts\, and stay visibly useful in your niche. \nApply a debriefing system that documents lessons learned\, refines messaging\, and measurably improves conversion each week.\n\n\n \nMajor Subjects\n\nGoal Setting – Daily Rhythm: Converting annual goals into weekly sprints and time blocks \nShorter Cycles: Qualify early\, remove friction\, and guide to the next committed step \nStrategic Allies: Turn centers of influence and partners into an active sales force \nRapport at Speed: Credible empathy\, relevance anchors\, and trust signals \nAppointment vs. Wares: Why the next meeting is your “product” in professional services \nOrganized Sales Calls: Tight agendas\, defined roles\, captured decisions\, clear next steps \nSocial Networking Strategy: Visibility\, engagement\, and message sequencing for warm leads \nDebriefing System: A 10-minute post-call framework for continuous improvement
URL:https://sc.cpa/event/liot08-26-selling-skills-for-cpas/
LOCATION:SC
CATEGORIES:Livestream
ORGANIZER;CN="Doug Van Dyke%2C MBA%2C CSP":MAILTO:doug@leadershipsimplified.com
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