Individual Courses → 3 - Advanced

Introduction to Business Development - 1 CPE (BD001)

Business development and firm growth are some of the hottest topics in the industry currently. How do we promote growth?   How do we obtain more clients while retaining current clients?   How do we gain more market share?  These are important topics for firm leaders to understand in order to maintain a healthy firm and unlock opportunities in a market that has traditionally been based on a price-driven commodity.   We understand that business development can sometimes seem like an overwhelming task for those firm leaders who have historically been focusing on industry knowledge and service. The Sales Seed offers insight and a framework for simplified business growth developed specifically for accountants based on 15+ years of industry experience in both Accounting and Sales.

*This course qualifies for 1 Communications & Marketing CPE credit.

Learning Objectives:
• Define the 5 stages in the sales process
• List 5 ways to find your ideal client
• Craft your perfect elevator pitch
• Design a tailored elevator pitch
• List the 7 most common objections

To register, visit and select “Individual 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: Attendees should be in a manager role or higher.
Who Should Attend: Anyone interested in business development and revenue growth including those currently in firm leadership or those striving towards a leadership role.
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 website:
  • Course Documentation
  • Introduction to Business Development Workbook.pdf
  • Course Instructions
  • Video 1 - Introduction & Objectives
  • Course content
  • Video 2 - Prospect Your Ideal Client
  • Review Question 1
  • Video 3 - Land Your First Meeting
  • Review Question 2
  • Video 4 - Advocate Your Unique Differentiation
  • Video 5 - Negotiate Your Terms
  • Review Question 3
  • Video 6 - Time to Sign Your Client
  • CPE & Final Exam
  • Exam Instructions
  • Final Exam
  • Complete Survey To Receive CPE Certificate
  • Questions? Schedule a follow-up call
Completion rules
  • You must complete the units "Final Exam"
  • Leads to a certificate with a duration: Forever