Your sales process is responsible for landing high-quality clients at high prices. If you’re looking to set up a sales process or optimize one for your firm, check out this podcast episode that discusses 4 different alternate sales processes for your firm.

Show Notes

0:49 – The sales process is the most neglected process I see in most firms, yet it’s arguably one of the most important

1:16 – I discuss the purpose of a sales process and why it’s important

3:15 – This is the most typical accounting firm 3-step sales process

4:36 – Here’s a very long sales process that works well for some firms

5:56 – I share a third sales process that’s a nice happy medium for most firms

6:54 – This fourth process shared is a super short one

7:25 – Here’s which sales process your firm should select

8:35 – Want more tips like this? Join 1000’s of other firm owners who sign up for my weekly newsletter for exclusive weekly tips sent right to their inbox.

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Ryan Lazanis

Hi! I'm Ryan. I’m an entrepreneurial CPA that founded Xen Accounting, a 100% cloud-based accounting firm, in 2013. Following its acquisition in 2018, I started Future Firm to help accountants fast-track the growth of a modern, scalable accounting firm of their own.

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