Individual Courses → 2 - Intermediate

Perfect the Pitch Meeting - 1.5 CPE (BD004)

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 of gaining new business is understanding prospecting. This course covers the steps necessary to successfully pitch your prospective client by understanding your differentiators and learning how to prepare for pitch meetings. This is your opportunity to wow them so it’s important to be able to communicate your value in a way that draws them in, gets them excited, and gets them to buy in on the unique value that you bring to the table and why they should move forward with you.

Participants will learn how to:
• List the 6 areas of service differentiation
• List the 5 steps to prepare for a pitch meeting
• Differentiate between open vs. closed questions
• Identify the 3 parts to a successful presentation
• Associate 3 key points to a pitch

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 1.5 CPE Credits
Field of Study: Communications & Marketing

Additional Information:
Prerequisites: This course requires at least 3 years of work experience or the attendee should be in a manager role or higher. Attendees should have a basic understanding of business development principles.
Who Should Attend: Anyone interested in business development and revenue growth including those currently in firm leadership or those striving towards a leadership role. Attendees should be in a manager role or higher.
Advance Preparation: None
Program Level: Intermediate
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 & Expectations
  • Perfect the Pitch Meeting Workbook.pdf
  • course content
  • Video 2 - Pitch Research
  • Review Question 1
  • Review Question 2
  • Video 3 - Pitch Preparation
  • Video 4 - Pitch Tailoring
  • Review Question 3
  • Video 5 - Pitch Engagement
  • Review Question 4
  • Review Question 5
  • Video 6 - Pitch Execution
  • Review Question 6
  • 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