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Creating a Client Acquisition and Retention Plan

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Course Description

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.

Learning Objectives

Upon successful completion of Creating a Client Acquisition and Retention Plan, the user should be able to:identify what a client acquisition and retention plan is and the purpose of the plan for firms,determine the key roles to creating a client acquisition and retention plan and what each role contributes to the plan, andrecognize between a personal and firm client acquisition and retention plan and how to create a personal CARP, as a derivative of the firm CARP.

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Learning Format 2.0 Hours
Self-Study / On-Demand

Credit Type(s)
Business Mgmt & Org Management Advisory