Personalized Business Development FAQs

Answer the following questions and discover revenue gaps and why they exist.

Objective Client Feedback Surveys:

What are all the things my team and I do that my clients value the most?
Who of my clients are highly motivated to refer, and why?
How often do my clients expect to meet?
Which communications or activities do they value the most (or at all)?
Which of my clients prefer using email to communicate?
What additional services are my clients interested in?
Which activities are my clients comfortable delegating to members of my team?
What accountants are my clients happy with, and could they make good strategic alliance partners?
Which of my clients could benefit from a referral to one of your existing centers of influence?

Why Referring Your Clients to Accountants will NOT produce referrals in return?
Why making presentations to accounting and law firms about how you can help your clients will not generate referrals?
What is the economic glue of strategic partnerships?
What truly motivates accountants and lawyers to refer you?

What types of events do clients actually want to come to?
What type of events do clients want to invite friends, family, and colleagues to?
How to make it comfortable and easy for clients to bring quality referrals?
How do you use invitation language so clients bring high-quality referrals?
How do you delegate to your staff who can easily manage all the details?
How do you make events successful - even if it is your first time?
How do you insure "nothing falls through the cracks"?
How do you follow up and book appointments?

How to easily and quickly develop a Business/ Prospecting Plan?
How to determine you and your team’s Vision, Values and Goals?
How to build real value in your business or practice?
How to write effective Job Descriptions?
How to conduct effective Performance Reviews?
How to develop and draft effective Work Flow Models?
How to attract, screen, profile, interview, hire, onboard, train and coach associates and assistants?