Business Development 2: Land Your First Meeting (1 CPE)


Business Development is crucial to the health of CPA firms and an important factor in the track to partnership for individuals.   The first step in the process to gaining new business is understanding prospecting.   This course covers the steps necessary to land a meeting with prospective clients.  From understanding your areas of differentiation so that you know why someone would choose to do business with you to be able to articulate your value in an elevator pitch, you will learn the ins and outs of landing a meeting and moving one step further through your sales process.


*This course qualifies for 1 Personal Development CPE credit.


See the description below for additional information on this course.





Learning Objectives:

  • List the 6 areas of service differentiation
  • Associate at least one service differentiation to your clients
  • List the do’s and don’ts of an elevator pitch
  • Apply a one-sentence elevator pitch
  • List 7 ways to get meetings


Learn more here: Land Your First Meeting