Objectives:
- To create a personalized marketing plan-of-action designed to facilitate the sale of additional services before, during, and after your busy season
- To provide the skills necessary to set appointments and begin the process of selling work during busy season - work that will be finalized and completed during other times of the year
- To create the collateral material necessary to sustain and bolster this process
Program Highlights:
- A step-by-step process to builds your practice off of the contacts you make before, during, and after your best marketing time of the year
- Where your new business should come from, and choosing the exact kind of business you want
- Discovering what your clients' or members' needs, wants, and desires are
- Determining what products to sell before, during, and after your "busy season"
- Setting goals for the amount and type(s) of business you want
- Packaging your services to make them easier to buy
- Adding value in the eyes of the client/member
- Getting around the fee-trap
- How to get others in the firm to identify and act on new service opportunities
- Securing more referrals, and turning them into clients/members
- Using direct mail and other advertising resources to secure quality business
Course Level: Basic
Prerequisites/Advance Preparation: None
Method of Presentation: Lecture and discussion
Recommended Time Frame: 8 hours
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