Tag: expansion

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5 Ways to Generate Leads for Your Firm

5 Ways to Generate Leads for Your Firm

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When it comes to generating leads, it’s very important to have multiple lead sources. Join us for ideas on how to generate more leads, tips on how to maximize efficiency with the systems you already have in place, and how to develop a strategy depending on how you’re generating leads.

In this video, you’ll learn:

    • 5 ways to generate leads for your firm
    • The value of strong relationships with existing clients as a path to more leads
    • How to leverage the great work you’ve done to bring in more work
    • Strategies to help you take advantage of multi-channel lead generation
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Expanding Your Services: How to Drive More Revenue in Your Firm

Expanding Your Services: How to Drive More Revenue in Your Firm

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As entrepreneurs, we often assume that potential clients are paying attention to us. They’re not. It’s our job to make sure they’re aware of all our capabilities. 

Join us as we unravel the impact a complimentary workshop can have and the value of maintaining a relationship with your legacy clients. We also share strategies to proactively look out for the best interest of your clients while also demonstrating your expertise.

In this video, you’ll learn:

    • How to make your clientele more aware of your service offerings
    • How to create growth through new service offerings
    • Best practices in promoting new services
    • Tactics to build client trust and increase opportunities
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Upselling and Cross-Selling: How to Sell More Services

Upselling and Cross-Selling: How to Sell More Services

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Generating expansion revenue from existing accounts is often neglected. So how can your team become more disciplined when it comes to upselling and cross-selling?

In this video, we discuss the value of upselling and cross-selling. We also offer ideas on how to get non-sales people within your organization to upsell and cross-sell, and why these functions are important if you want to sell your firm one day.

In this video, you’ll learn:

    • Why expansion revenue is critical for scaling your business
    • The power of the share of wallet exercise
    • The fundamentals of upselling and cross-selling
    • How to get non-sales people to upsell and cross-sell

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