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The CPA: Digital Rainmaking


Description
Sales has been moving virtual for years, but it took a global pandemic to help CPAs realize that to stay on the forefront of their growth, they must adapt. In this program, we go beyond the basics of business development and help you adapt your approach for a modern selling environment. Learn the fundamentals of leveraging video, technology, and virtual communication channels to embolden your business development efforts.

Learning objectives:
1. Blend virtual selling into your traditional business development strategy
2. Build trust and rapport virtually
3. Develop an online professional network
4. Integrate video into the sales process
5. Establish a virtual prospecting strategy

Participants will receive 7 CPE Credits
Field of Study: Communications & Marketing

Additional Information:
Prerequisites: Attendees should be client facing or have a role in client experience or business development
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 (www.inovautus.thecpeseed.com). Please email training@inovautus.com to request a refund. For more information regarding administrative policies such as complaint and refund, please contact our offices at 888-491-9330.

The CPE 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:www.nasbaregistry.org
Content
  • Program Objectives & Instructions
  • Video - Introduction & Objectives
  • Video - Program Instructions
  • DIgital Rainmaker Workbook (Downloadable from File, Upper Right)
  • Lesson 1: The Intersection Between Traditional and Virtual Business Development
  • Video 1 - What Is Virtual Selling?
  • Review Question 1
  • Video 2 - Why Sell Virtually?
  • Review Question 3
  • Review Question 2
  • Video 3 - Virtual Selling Channels
  • Review Question 4
  • Review Question 5
  • Video 4 - Building Trust
  • Review Question 6
  • Video 5 - How to Build Trust
  • Assignment - Overcoming Your Fears
  • Lesson 2: Online Networks
  • Video 6 - Networking Virtually
  • Review Question 7
  • Video 7 - Connecting With Clients
  • Video 8 - Connecting With Referral Sources
  • Review Question 8
  • Video 9 - Connecting With Prospects
  • Review Question 9
  • Video 10 - Nurturing Your Network
  • Review Question 10
  • Review Question 11
  • Video 11 - Best Practices for Virtual Meetings
  • Assignment - Making Connections
  • Lesson 3: Best Practices for Integrating Video Into the Sales Process
  • Video 12 - Best Practices for Integrating Video into the Sales Process
  • Review Question 12
  • Video 13 - Integration into Client Services and Sales
  • Review Question 13
  • Review Question 14
  • Video 14 - Technical Elements
  • Review Question 15
  • Video 15 - The Human Element
  • Review Question 16
  • Video 16 - Delivering Virtual Presentations
  • Review Question 18
  • Assignment - Review Your Video Setup
  • Lesson 4: (Virtual) Social Selling
  • Video 17 - What Is Social Selling
  • Review Question 19
  • Video 18 - The Four-Step Prospecting Process
  • Review Question 20
  • Video 19 - Opening the Conversation
  • Review Question 21
  • Video 20 - Managing the Call
  • Review Question 22
  • Video 21 - Habits & Workflows
  • Review Question 23
  • Assignment - Updating LinkedIn
  • Final Exam & CPE
  • Video 1 - Contact & CPE Information
  • Video 2 - Assessment Instructions
  • Final Exam
  • Survey - Complete to Receive CPE Certificate
  • Review Question 7 (clone)
Completion rules
  • All units must be completed
  • Leads to a certificate with a duration: Forever