If you approach sales as the beginning of your client-experience opportunity, that should reframe and challenge how you and your team are approaching sales today. Customer experience and client success...
As a business, we have always intuitively pursued a good client fit. That desire goes beyond simply avoiding problem clients—though that is a benefit as well. We also want to...
In any B2B context, the temptation to rely on referrals for growth is substantial. Referrals can be lucrative, and the nature of a referral means that the sales process itself...
As technology pros, it’s tempting to collect every scrap of information related to your business. Here’s why that can be a bad idea. The rise of big-data analytics and the proliferation of...
The loudest voices in marketing can paint a picture where late-night infomercials, cheesy banner ads, and pushy salespeople represent the standard of what marketing is and should be. While there...
You are right to be skeptical of appointment setting, but you should not allow that skepticism to stunt your business growth. Instead, use it to thoroughly vet your appointment setting...
Most business owners and sales people agree on the importance of a solid pipeline, but few actually do the math on how much activity they need in order to...
In this exclusive white paper, our CEO Harvey Pollack draws upon his decades of CPA and new business development experience to demystify CPA alliances for producers. Partnerships with CPAs have...
The key to growing your business is a steady stream of B2B prospects. An active appointment setting program can lay the foundation for explosive growth, connecting you with new prospects...