Stop Getting Ghosted: How Accounting Firms Close More Deals with Smart Integrations & Automation
Speaker: James Donovan
Topic: Stop Getting Ghosted: How Accounting Firms Close More Deals with Smart Integrations & Automation
Most accounting firm owners are great at their craft — but their sales process is held together with sticky notes and follow-up prayers. In this 60-minute session, we'll show you exactly how to build a connected system that qualifies your leads, nurtures your prospects, and keeps you top of mind until they're ready to sign — without adding hours to your week. Whether you're tired of no-shows on discovery calls, proposals that disappear into the void, or relying on referrals to keep the lights on, this session is built for you.
Learning Objectives: To come
Cost: Free
CPE Credits: 1
Subject Area: Business Management & Organization
Course Level: Basic
Instructional Method: Group Internet Based
Prerequisites: None
Advanced Preparation: None
Who Should Attend: CPA, Bookkeeper, Accountant, Enrolled Agents, Tax Preparer
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