Executing a Comprehensive Sales Culture
Visionary creates your growth strategy and implements that plan for you. We conduct outreach calls to select prospects and referral partners, develop client mining programs and teach your team how to identify and close business.
Creating a sales culture is vital to growth. Our training deals with live leads generated from our outreach and not just a classroom exercise. Visionary acts as the Chief Growth Officer for CPA firms and keeps a steady development effort in place. We are equally focused on strategic lead development and making your professionals capable of producing and closing business.
Benchmark Your Sales Culture
Only one metric benchmarks a sales culture. It’s how many professionals bring in material new business. Nothing else matters. Each firm is at different stages of their sales culture and part of our role is to identify a firm’s current selling abilities.
Comprehensive Sales Cycle Support
These steps outline our approach to a formal business development process. We assume most people cannot sell until proven otherwise.
- Identifying your best targets by size, location, industry type
- Creating prospect databases and the messaging to reach prospects
- Explaining the sales process details to your core response team
- Setting prospect meeting agendas and holding pre and post-meeting lead briefings
- Making outreach calls to Super Targets, “A” level prospects & referral partners
- Designing a fresh proposal template and writing proposals for our clients
- Creating a client mining program for existing clients
- Redirecting your team into effective networking events
- Introducing new services to sell
Let Us Conduct a No-Cost Growth Model for You
Firms hit walls. Do the math. A $10M firm who wants to grow by 5% needs $500,000 plus another 7%, $700,000 to replace runoff from one-time projects, clients who sell or retire, etc. They need $1.2M or $100,000 per month. If that firm has limited rainmakers, the wall will emerge and slow or flatline growth.
Begin A Conversation
Firms that lack younger professionals who can sell, endanger their succession. We will run a growth model for your firm at no cost over the phone in 10 minutes. It’s an interesting way to rapidly assess your sales culture needs. Contact our team today.