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Business Proposals: Driving Sales and Setting the Tone for Client Relations

BUSINESS PROPOSALS: DRIVING SALES AND SETTING THE TONE FOR CLIENT RELATIONS

Cost Free
Presentation Length 1.0 hour

Recorded DateMay 3, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Accountants increasingly recognize the importance of business proposals, both for new prospects and for strengthening relationships with their long-term clients. And yet, many situations remain where accountants:


  • Complete work for a client BEFORE they’ve agreed on the terms of engagement

  • Do more work than was initially agreed (scope creep), with or without additional fees

  • Wait an unreasonably long time to get paid for completed work

  • Lose business because it takes too long to generate proposals or because of poor quality proposals

  • Lose business because they haven't clearly described the business proposition and return on investment

In this webinar, we'll describe simple steps to improve the speed and quality of proposal generationto ensure quick sign-off and the best payment terms. We'll show examples of accounting businesses raising the profile of proposals and engagement letters, so they become central to growth strategy instead of "necessary compliance documents."

This webinar is suited to business leaders looking to improve sales and client management processes along with profit and cash flow.

Learning Objectives:


  • Recognize the importance of business proposals

  • Identify ways to improve the proposal creation process

  • Determine how proposals become a central component of a firm's growth strategy

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE

Mark Ferris

Panalitix
Chairman and CEO
mark.ferris@panalitix.com
+61 4 1762 3687

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Mark is an entrepreneur who has founded, built, and sold many businesses, mainly in the information technology industry. His businesses have served major multinational companies in business intelligence, process improvement, and procurement across Asia, North America, and Europe.

As an investor, Mark focuses on early-stage technology businesses, especially SaaS and content businesses. Mark lectures in an Executive MBA program on entrepreneurship, mentors numerous companies, and is a frequent business forum speaker.

About Our Presenter

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Panalitix helps accountants build the business they want. Using software, mentoring and content, their clients define and sell high-value services which help them stand out and grow their businesses profitably.