“No company can afford not to move forward. It may be at the top of the heap today but at the bottom of the heap tomorrow, if it doesn’t.”
You’re busy—we get that. And with everything your professional staff has on their plates, it can be difficult for them to carve out the necessary time for both business development and the nurturing of key business relationships. That’s why we developed “The Business Relationship Master Class.”
Our full-day workshop focuses on a self-perpetuating business development culture—one based on relationships, not selling—that will help your firm’s professionals better compete in your marketspace.
The Business Relationship Master Class workshop is structured to help your firm’s professional staff build extraordinary relationships by learning how to apply 20 relationship-building strategies for winning new business.
When successfully executed, these strategies will help your firm’s professional staff:
Think for a moment…when your organizational rainmakers retire, how many of your next generation of professional staff are equipped to act in ways that promote growth and prosperity? Do they have the expertise, interest and passion to generate enough new business to feed the business? Can your business survive if they don’t?
As a marketing agency within a CPA and business advisory firm, we understand just how challenging it can be to get that first meeting with a great prospect. And once you are successful in obtaining that meeting—what comes next? How do you keep building on the relationship to convert your lead into a client?
Your conversion rate will depend on the ability of your professional staff to successfully conduct the introductory meeting process, prepare an outstanding proposal, follow up on the proposal and close the deal.
The objective of our Business Development Training workshop is to train CPA and business advisory professionals to successfully manage the entire lead conversion process by:
As part of our training, we will provide instructional strategies and tactics, and share the best questions to ask prospects.
The key to the workshop’s success is the opportunity for your professionals to immediately put these best practices to work—attendees will pair off and practice what they learn through the role-playing exercises we provide.
When your CPAs and business advisors achieve a greater comfort level with the entire lead conversion process through role-playing what they learn in our workshop, they will be better prepared to:
We found Skoda Minotti's Business Relationship Master Class Workshop to be an excellent use of our partners’ time at our recent firm retreat. The seamless use of videos, personal stories and group exercises taught and reminded us of strategic and tactical approaches to relationship building that will drive and support our business development efforts. The instructor, Jonathan Ebenstein, is well versed in business development of a CPA practice, as he teaches that within Skoda Minotti and is a partner in the firm.
- Thomas Hollerback, President & CEO – Yeo & Yeo, CPA & Business Consulting Firm
Have lingering questions after checking us out? We’re here to help! And don’t worry—we won’t go into sales-stalking mode. So please feel comfortable filling out the form below and take us up on our offer to help.