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Tips for UK Accountants to Fill Their Sales Funnel

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Manage episode 350529705 series 3369763
Content provided by Accounting Influencers Broadcast Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Accounting Influencers Broadcast Network 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.

It's the "UK Matters in Accounting" show, every Thursday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.

In today's episode 25, "Tips for UK Accountants to Fill Their Sales Funnel" with special guest Lucy Cohen, founder of innovative UK accounting firm Mazuma. https://www.linkedin.com/in/lucycohen

You can also watch this on youtube here: https://youtu.be/kIUxJ5S0tFc

Key takeaways from this episode include:

➺ why UK people and especially accounting professionals dislike the 'sales' word so much

➺ who client churn is a part of life for accounting firms, resulting in the need to maintain a pipeline of potential new clients

➺ what one decent conversation with a current client might do for accountants who want to grow their business portfolio

➺ the reasons why accountants have such a haphazard or scattergun approach to generating new business opportunities

➺ simple ways accounting professionals can close new business with easy conversational methods

➺ the importance of playing to strengths for accountants who want to be more intentional in filling a sales funnel

➺ examples of great questions accounting professionals can ask to close a warm prospect

...and much more.

Move faster as a firm with PracticeWIN by letting every member of your team come on the journey. Get the app that brings carefully curated content to the accounting profession.

https://practicewin.co.uk/

Join ProNation "the Accounting Community You Wished You’d Found Sooner" - helping accountants and bookkeepers build a firm that works for them.

https://jointhenation.co.uk

◣━━━━━━━━━━━━━━━━━━━━◢

5 great shows in the Accounting Influencers Podcast Network:

Success in Accounting - MONDAYS. Our flagship main show features panels, live interviews and replays of our most popular shows.

Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.

Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.

Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.

UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.

All on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!

Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast

For announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencers

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

https://www.instagram.com/accinfluencers

https://twitter.com/accinfluencers

https://www.facebook.com/accountinginfluencer

Mentioned in this episode:

Dead Show / YouTube

  continue reading

44 episodes

Artwork
iconShare
 
Manage episode 350529705 series 3369763
Content provided by Accounting Influencers Broadcast Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Accounting Influencers Broadcast Network 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.

It's the "UK Matters in Accounting" show, every Thursday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.

In today's episode 25, "Tips for UK Accountants to Fill Their Sales Funnel" with special guest Lucy Cohen, founder of innovative UK accounting firm Mazuma. https://www.linkedin.com/in/lucycohen

You can also watch this on youtube here: https://youtu.be/kIUxJ5S0tFc

Key takeaways from this episode include:

➺ why UK people and especially accounting professionals dislike the 'sales' word so much

➺ who client churn is a part of life for accounting firms, resulting in the need to maintain a pipeline of potential new clients

➺ what one decent conversation with a current client might do for accountants who want to grow their business portfolio

➺ the reasons why accountants have such a haphazard or scattergun approach to generating new business opportunities

➺ simple ways accounting professionals can close new business with easy conversational methods

➺ the importance of playing to strengths for accountants who want to be more intentional in filling a sales funnel

➺ examples of great questions accounting professionals can ask to close a warm prospect

...and much more.

Move faster as a firm with PracticeWIN by letting every member of your team come on the journey. Get the app that brings carefully curated content to the accounting profession.

https://practicewin.co.uk/

Join ProNation "the Accounting Community You Wished You’d Found Sooner" - helping accountants and bookkeepers build a firm that works for them.

https://jointhenation.co.uk

◣━━━━━━━━━━━━━━━━━━━━◢

5 great shows in the Accounting Influencers Podcast Network:

Success in Accounting - MONDAYS. Our flagship main show features panels, live interviews and replays of our most popular shows.

Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.

Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.

Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.

UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.

All on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!

Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast

For announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencers

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

https://www.instagram.com/accinfluencers

https://twitter.com/accinfluencers

https://www.facebook.com/accountinginfluencer

Mentioned in this episode:

Dead Show / YouTube

  continue reading

44 episodes

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