As an expert in your field.
Our decades of experience working with CPA firms gives us a practical and realistic understanding of how to uncover new clients for your firm. More than just a one-and-done approach, our consultants work with you to understand success factors and a holistic view of cultivating leads.
Direct Marketing and
Marketing and lead nurturing is a long-term endeavor. Our consultants will help you build a complete program to meet your needs.
We can help you position your firm as a resource to solving a prospect’s needs, build your credibility as an expert, begin to develop a relationship, creatively propose solutions, and work through the sales cycle.
Telephone follow-up should be one component in a well-planned process. We will help set the right expectations and deliver opportunities at various stages — helping you all along the way to define a next step for each opportunity and shepherd it through the cycle.
For solving prospect’s needs.
For each opportunity.
- Recruit attendees for webinars and seminars
- Follow up with attendees after events to set individual appointments
- Contact leads collected at a trade show or conference to meet face-to-face
- Meet with prospects who have indicated interest by clicking on e-newsletter articles or banner ads
- Set sales appointments with interested prospects as follow-up to direct mail or email campaigns
- Generate leads to grow your employee benefit plan audit practice
Whether you’re looking for coaching on a single proposal opportunity or want to improve your proposals overall, The Whetstone Group can help you.
Our consultants will show you how to work the proposal process from needs assessment through document preparation and presentation.
We’ll help develop powerful messages and coach you not only on how to make your proposal presentation more effective, but also how to follow up, address objections and close the deal.