Bissett Bullet: Build On Their First Impression

Today’s Bissett Bullet: “The great proposal document is one that recreates, in part, the empathy and resonance that the prospect experienced when they met us in person.”

By Martin Bissett

A great proposal document is one that tells a story for you on your behalf. A great proposal can do a lot in terms of creating goodwill to your prospective client if it’s ever read when you are not present with them. So, when writing a proposal, it is important to understand that we are not just quoting for some services in exchange for some money, we are actually telling the story of the business to date, where that business is going next and how we will accelerate the development for that business. It is another opportunity to build on the first impression you have created by demonstrating that you have listened to, understood and given careful consideration to their needs.

Today’s To-Do:

The action today is to revisit the template you use for your proposal or quote documents and make it far more worthy of a prospect’s time and attention than it is right now.

See more Bissett Bullets here

READ MORE →

Believing in Yourself Matters

Young man fixing collar in mirror

Self-perception is reality.

By Martin Bissett
Business Development on a Budget

“No man has the ability to step outside of the shadow of his own character.” – Robespierre

As far as our potential clients are concerned, how they perceive us is how we really are to them, regardless of the truth of the matter.

MORE by Martin Bissett
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

Because of this, it’s important to realize that when we are meeting a new potential client who has not been referred to us, it does not matter what the reality of our value proposition is; it matters how that potential client perceives our value proposition. Therefore, to be effective
in winning work, we must understand how we can positively influence their perception of us at each stage of the relationship-building process.
READ MORE →

Bissett Bullet: What Are You Known For?

Today’s Bissett Bullet: “Of all of the components of an effective marketing strategy, your message is arguably the most important.”

By Martin Bissett

If you are known for being accountants, if that is what you tell people you do, then you will find yourself lumped in with all of the other accountants in the marketplace. But what if you reframed the message and were known for something that made you stand out from the competition?

If you help time-poor business owners who are too bogged down with admin for their own business to add value to their own customers and give them a platform to go out and create new sales, then that is your message. You put business owners in control of their finances. Would you not rather be known for that than for being “just another accountant”?

Today’s To-Do:

Think about three outcomes your deliverables have for your clients. How could you use them to describe what you do?

See more Bissett Bullets here

READ MORE →

What It Takes to Make It to Partner

senior businessman with five colleagues

Four responses from our expert council.

By Martin Bissett
Passport to Partnership

The skill in producing financial reports is limited by the quality of the information presented to the CPA by the client. The motivation of the client to influence that financial information comes in many forms, some intentional and some unintentional. Competence comes first in being able to resist pressure and present a true and accurate position of the client’s organization.

MORE by Martin Bissett
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

Sounds obvious, doesn’t it? But there’s a twist.

Competence doesn’t actually rank highly among the requirements for partners in our study at all.
READ MORE →

Bissett Bullet: Put It In Writing

Today’s Bissett Bullet: “Confirming the details of your meeting with a prospective client after a meeting is set up is not a formality. It is a cancellation prevention exercise.”

By Martin Bissett

This is a small gesture but is still the standout way to ensure that you are in their schedule, in their calendar, in their diary for this meeting. It shows maturity, it shows seriousness, it shows that you are “on the ball.” Always confirm in writing after setting up a meeting because that is the most proven cancellation prevention exercise yet. Make it official.

Today’s To-Do:

Develop a very simple confirmation letter template that you can send out easily or that someone can send out on your behalf when each new prospective meeting is confirmed in your diary.

See more Bissett Bullets here

READ MORE →