MARKETING & SALES

Six questions to ask.

By August Aquila
MAX: Maximize Productivity, Profitability and Client Retention

Let’s explore ways to provide additional services to existing clients. Here is a short checklist that will help you obtain additional services for your clients.

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1. Other than accounting and tax services, what additional services do you provide to this client? Create a spreadsheet listing the type of service, the fees, the year of service, the engagement leader and the client’s satisfaction on a scale of 1 to 5. If your list of additional services is lengthy, you are providing good service to the client. If it is short, continue to the following questions.

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And 10 questions to ask about yourself.

By Martin Bissett
Business Development on a Budget

I’ve been asking you to believe in yourself, to get your potential clients to open up to you, and to demonstrate to them the outcomes that working with you and your firm would create in their personal and professional lives.

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Now here’s a checklist for you to run through before you begin your next business development initiative, and before each new business appointment that you have.

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