8 Pillars - Pillar 3: Sales (Video) (Course Id 1236)

• Who is this course for?
  This course is intended for anyone needing Continuing Professional Education (CPE), particularly CPAs, accountants, and professionals involved in business management and client acquisition.

• What is this course about or what problem does this course solve?
  This course focuses on improving the sales process by guiding professionals on how to close deals, onboard new clients, and maintain relationships with existing clients through a consistent and technology-supported approach.

• How can the knowledge from this course be used?
  Learners can use the knowledge to identify personal biases about sales, establish a consistent and effective sales process, and build strong client relationships.

• Why is this course important to a CPA, Accountant, or IRS Enrolled Agent?
  It equips accounting professionals with essential sales and client relationship skills that are vital for growing their practice and effectively converting marketing leads into clients.

• When is this course relevant or timely?
  The course is particularly relevant now as it was last revised in March 2024, ensuring up-to-date content, and addresses ongoing needs for business development in a competitive environment.

• How is a course like this consumed or used?
  This self-study video course is delivered through an online platform, requires no additional materials, and includes review questions and a final exam to earn 1.0 CPE credit upon successful completion.

Pillar 3 - The sales process focuses on closing deals, signing up new clients, and maintaining relationships with existing clients. Basically, this is the activity that converts your marketing leads and prospects into paying clients. We will discuss a consistent sales process and technology to facilitate sales conversations.

Video - NASBA QAS - Text - NASBA Registry - 1236

After completing this course you will be able to:

• Identify biases about sales and how they can hold you back
• Create a consistent sales process
• Develop client relationships

Chapter 1 - 8 Pillars - Pillar 3:  Sales

Chapter 1 Review Questions