))
28 CAS Sales: Create a Streamlined Sales Pipeline
Manage episode 438945114 series 3582811
Content provided by Roman Villard, CPA, Roman Villard, and CPA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Roman Villard, CPA, Roman Villard, and CPA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
On today's episode of CAS Minute, we discuss the power of creating a streamlined sales pipeline for your CAS practice. We cover the key stages of an effective pipeline, from lead generation to post-sale follow-up, and provide strategies to optimize each stage. You'll learn how to use CRM tools to manage the pipeline, track important sales metrics, and continuously improve your sales process for better conversion rates and client satisfaction.
40 episodes
Share
