Individual Courses → 1 - Basic

Leveraging LinkedIn for Prospecting - 1 CPE (BD008)

You may not have realized it when you started in accounting but you can’t focus on only accounting if you want to grow your firm. You have to put on your “sales” hat in order to grow your business. But how do you start? Even more, how can you add social selling as a new way of reaching clients? This course looks at one of the most powerful tools available to you and it’s free!
If you are on LinkedIn and you haven’t used it to gain clients, you will learn new ways to change the way you are using LinkedIn and how to prospect with this powerful tool.

Participants will learn how to:
• Define 4 characteristics of your ideal client to search on LinkedIn
• Craft an enticing headline to attract your ideal client
• Apply 3 advanced search filters for greater results
• Compose a connection strategy for ideal clients
• Establish credibility using groups

To register, visit and select “Self-Paced Training” or contact for firm specific options.
In order to receive CPE credit, participants must log into the training session and answer all applicable questions during the presentation.

Participants will receive 1.0 CPE Credits
Field of Study: Communications & Marketing

Additional Information:
Prerequisites: Participants are those involved in business development activities.
Who Should Attend: Anyone who is actively trying to gain new clients and is interested in utilizing LinkedIn as a prospecting tool for their firm.
Advance Preparation: None
Program Level: Basic
Delivery Method: QAS Self Study

Refunds & Cancellations: Cancellations or modifications to registrations must be made within one week of purchasing the training course. Full refunds are available during this time if the customer has not logged into the training platform ( Please email to request a refund. For more information regarding administrative policies such as complaint and refund, please contact our offices at 859-594-7844.

The Sales Seed 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
  • course documentation
  • Course Instructions
  • Video 1 - Introduction & Objectives
  • Leveraging LinkedIn for Prospecting _ Networking Workbook.pdf
  • course content
  • Video 2 - Ideal Client
  • Video 3 - LinkedIn Profiles
  • Review Question 1
  • Review Question 2
  • Video 4 - Searching LinkedIn
  • Video 5 - Connecting on LinkedIn
  • Review Question 3
  • Video 6 - Establishing Credibility
  • Final Exam & CPE
  • Exam Instructions
  • Final Exam
  • Complete Survey To Receive CPE Certificate
Completion rules
  • All units must be completed
  • Leads to a certificate with a duration: Forever