Sales Is Like Workflow Management

Four colored arrows in an arc with shadows underneathThe 4 core steps to take.

By Rob Nixon

Most accountants have a workflow system of sorts. You get the information in, you check the information, you manipulate the information, you query it, and you then bind it up and lodge or file it.

MORE ON STRATEGY: 4 Sales Systems and Some Secret Sauce | 17 Killer Questions for Prospects | Growing Your Client Database | Niche Markets Are Your Best Buyers | 8 Questions for Product Creation | How to Deliver Wow! Every Day | Communicate Until It Hurts | Why a Virtual Team Makes Sense
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

It’s a process (simplified, I know) that is like a manufacturing line. The raw materials come in and after a series of steps and people touching the item, a finished product is created and shipped to the customer.

Already a PRO Member? Click Here to Login & Continue Reading →


Get the Key to Unlock Premium Content Reserved Exclusively for PRO Members.

Go PRO Today: Choose one of these great offers


Monthly Plan, $24.97
Save $5/month (17%)!


7-day, no-risk free trial
then billed to your credit card monthly.
(Cancel any time)
Regular monthly rate: $29.97


Yearly Plan, $249.95
Save $110/year (30%)!


7-day, no-risk free trial
then billed to your credit card annually.
Regular annual rate: $359.95


One-Time, $12.99
Best for occasional use.


Get instant access, expires in 24 hours.
One-time, non-recurring, charge of $12.99

Rob Nixon

About the Author

Rob Nixon has coached more than 434 firms adding over $850 million in profit to them and delivered seminars to over 175,000 people in 16 countries He can be contacted at

Nixon is the founder of Panalitix, a technology-based coaching consultancy and membership community for tax and accounting firms seeking to improve operations, accelerate growth, and improve profitability. 

Rob has forged a niche to be the world’s foremost authority on how accounting firms can achieve peak performance. Rob believes that accountants are the natural trusted advisor to business. He believes that accountants make a massive difference to their client’s condition. He believes that technology needs content and methodology to really be useful. He believes that accountants are not that interested in the future they are interested in what they need to do now. He also believes that unless accountants change their business model then a big part of their current revenue will go the way of the dinosaur.

Since 1994 he has been running businesses that specialize in helping Accountants run better, more profitable businesses. Accountants intrigue Rob and over the years he has trained them, consulted to them, coached them, researched them and visited thousands of them. His speaking work has taken him around the world where he has spoken to in excess of 150,000 accountants. Currently, his landmark strategies and products are used by over 16,000 accountants in over 20 countries.

In 2005 he created the revolutionary coaching model called Coachingclub. The CoachingClub model enabled firms to be accountable, to consistently learn and to share ideas amongst their peers. Over 800 Accounting firms have graduated from his Coachingclub program. The vast majority of firms have doubled or tripled profits because of the program.

Rob is a keen golfer (single figures) and adventurer (he is ticket holder 293 on Virgin Galactic to go into space). He lives in sunny Brisbane, Australia, with his wife Natalie and three children. 

Click here for more by Rob Nixon