Free Holy Grail Report

The recent economic changes and the unknown future that looms ahead, have forced us all to reassess what we are doing in business and how we can continue to grow. This includes hundreds if not thousands of accountancy firms who have historically needed to do very little to win new clients. Perhaps you are one of them?

The sales process is something that does not come naturally to the majority of accountants. They tend to be sceptical, disinterested, feel they have no ‘selling’ ability and have had little or no sales training. Yet when given a referral appointment most of them convert almost 100%. A staggering result!

Furthermore, most accountants are extremely comfortable when working with or doing more for existing clients. Of course, much has been written about accountants selling more to their existing customer base and asking for referrals, yet very few partners or senior staff have the time or the inclination to do this effectively.