CASH FLOW ACCREDITATION PROGRAM (CFA)
PROSPECT CONVERSION
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VIDEO
The process to convert prospects and/or current bookkeeping clients to cash flow accounting services are nearly the same, however you may use a different approach with your current bookkeeping clients, it will just depend on how you approach the process.
The Key steps for conversion are as follows:
- Marketing material
- Demo the 6 Cash drivers
- Business analysis meeting
- Cash flow accounting program.
Marketing material:
