Individual Courses → 1 - Basic

Perfect Your Elevator Pitch - 1 CPE (BD006)

Business Development is crucial to the health of CPA firms and an important factor in the track to partnership for individuals. The first step in the process to gaining new business is understanding prospecting. This course covers prospecting from start to finish. Before you can look for new prospects, it is important to start from the beginning and determine who is your ideal client. Once this has been determined, we review where to find these ideal clients and the importance of building a prospect list.
Participants will learn how to:
• Define what makes you different and recognize why this is important
• Describe to others what makes you different
• Formulate your perfect elevator pitch
• Construct an engaging and memorable elevator pitch

To register, visit and select “Self-Paced Training Courses” 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: This course does not have any perquisites and is appropriate for all levels.
Who Should Attend: Anyone who is involved in networking for business development.
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
  • Perfect Your Elevator Pitch Worksheet.pdf
  • Course Instructions
  • Video 1 - Introduction & Objectives (3:25)
  • Course Content
  • Video 2 - Differentiation (8:25)
  • Review Question 1
  • Video 3 - Articulating Differentiation (7:40)
  • Review Question 2
  • Video 4 - Elevator Pitch (5:50)
  • Review Question 3
  • Video 5 - Elevate Your Elevator Pitch (5:57)
  • Review Question 4
  • Final Exam & CPE
  • Exam Instructions
  • Final Exam
  • Complete Survey To Receive CPE Certificate
Completion rules
  • You must complete the units "Final Exam"
  • Leads to a certificate with a duration: Forever