Description
Your client database is more than a record of past engagements-it’s a goldmine of untapped opportunity. In this practical and forward-thinking session, accounting professionals will learn how to strategically analyze and segment their existing client data to uncover new service opportunities, deepen relationships, and drive sustainable revenue growth.
From identifying cross-selling potential to leveraging automation tools for proactive outreach, this webinar will equip firm leaders and client managers with actionable strategies to turn dormant data into dynamic business development. Whether you’re a solo practitioner or part of a larger firm, you’ll walk away with a roadmap for transforming your client list into a revenue-generating engine.
This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Objective
After attending this presentation, you will be able to...Identify hidden advisory opportunities through client behavior and history.Develop database segmentation strategies for upsell, cross-sell, and retention opportunities.Design proactive review touchpoints that spark new revenue.
Credit Types
- Business Management & Organization: 1
Registration Fees
| Registration | Type | Price |
|---|---|---|
| Rebroadcast - General (1 hour) | Members | $60.00 |
| Rebroadcast - General (1 hour) | Non Members | $175.00 |
The North Carolina Association of Certified Public Accountants is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org/.For information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call 800-469-1352.