Best practices for lead conversion by Wize Mentoring [Video]

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Best practices for lead conversion by Wize Mentoring

In this video, Jamie Johns, and Wize Mentor, Kristy Fairbairn deep-dived into some of the best practices in converting a lead. According to Jamie, it’s important to nurture and educate your prospects, to identify the value that you can give their accounting or bookkeeping firm, and to use technology in doing business with your clients.

Find out the impact of this Wize’s philosophy in running an accounting or bookkeeping firm.

Timestamps:

0:00 – Intro
0:15 – How to convert a lead
1:26 – How to utilize technology in sending business proposals
1:58 – TIP: Do your presentation face-to-face with your clients
2:37 – The NEW trend of having face-to-face meetings with clients
4:06 – How to identify your firm’s Unique Selling Proposition (USP)
4:33 – The importance of educating your prospects
4:57 – Reasons why you should document your USP

#wizementoring #leadgeneration #selling
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💡 About Wize Mentoring:

Wize Mentoring provides mentoring and tools to Accounting and Bookkeeping practice owners who are looking to scale their business whilst working less hours, earning more money and having more choices in life.

Our global community of like-minded Accounting and Bookkeeping firm owners, our arsenal of proprietary tools, and our extensive track record of building successful Accounting firms are the cornerstones of our program success
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