Checkpoint Learning

Course Detail

Creating a Client Acquisition and Retention Plan  

CATEGORY: Management
  Online & Mobile
1 CPE Credits
Level: Basic

How do you find and keep the 'ideal' clients for you and your firm? Getting and keeping clients is a flow. It is not static. This course will consider different functional areas in a firm and how they participate in the process. Finding an ideal client is a flow that starts with finding a lead, creating a prospect, converting them to a buyer, nurturing them into an ideal client and occasionally growing a raving advocate. This course walks you through the steps of creating a client acquisition and retention plan and the areas in the firm that need to be involved. The course also addresses how to use the firm client acquisition and retention plan to create a personal plan for a CPA. This course is written with the members of small or medium sized firms in mind.

This course is most beneficial to professionals new to client retention and acquisition who may be at the staff or entry level in organization but also for a seasoned professional with limited exposure to this subject.

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Course outline