Professional Services

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Beyond the Pitch: Game-Changing Questions For Sales Meetings

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  If you ever have to sell anything, especially services, you know that you’re trying to ANSWER several questions for yourself or your company: Can we help this person? Do we want to work with this person? Will this person pay us? Just as important, though, you need to answer questions for the POTENTIAL CLIENT:…

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The 3 Words You Want to Hear

I do a lot of work with professional service providers: Attorneys (across several practice areas) Consultants (in various fields) Accountants, fractional CFOs, and bookkeepers Financial services providers Engineers and architects You may even throw real estate and some insurance professionals into that group. They’re doing great work. They’re pros in their fields. They make their…

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What Do I Really Do with A CRM?

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It’s time to rethink the CRM. It’s not just for evaluating prospecting and reviewing the pipeline, though it’s 2023-necessary for doing those. The CRM is really about your market, real intelligence, and finding opportunities to grow the business. And that makes it incredibly important to you – and potentially to whoever runs or buys your…

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