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Renee Moelders and Samantha Mansfield will facilitate a 100-minute webinar eligible for 2 CPE on November 21, 2024 on the topic:

Selling to Target Accounts to Close More "A" Clients

Whether you have a pipeline full of opportunities or need to generate more prospective clients, you want to ensure that your team is focused on closing the ideal (or close to ideal) target clients instead of opportunistically closing engagements that use resources but aren't best for the firm. We'll explore ideas to help you be more strategic in your business development efforts and engage in target account selling activities.

After attending this session, you will be able to:

  • Identify (or reconfirm) your ideal target client - or sweet spot - for your firm's most important service lines and initiatives
  • Distinguish the role of client relationship managers and their objectives in the target account selling process
  • Recognize how to use LinkedIn to support your target account selling and business development activities
  • Formulate how to effectively manage the target account sales pipeline process to support your team and increase their sales success

Who should attend: All team members involved in selling, cross selling, or marketing to clients. Partners, Directors, Managers, and Marketing professionals.

Developed By: ConvergenceCoaching, LLC

Instructors: Renee Moelders/Samantha Mansfield

CPE Credit: 2

Field of Study: Business Management & Organization (2 CPE)

Prerequisites: None

Advanced Preparation: None

Format: Group-Internet Based

Click Here to Register!

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