Audrey Trinh

4. Develop a referral system for lead generation

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Identify key stakeholders that stand to benefit most

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1. Clearly articulate the benefits of your offering for the firm

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Get the word out to new prospects

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Build your messaging to speak to prospective clients

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1. Identify common pain points by industry vertical

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3. Get the word out to your client base

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5. Create a smooth onboarding process

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2. Create a tactical marketing plan

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Developing & Marketing New Business

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Building a Modern Business and Pricing Model

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Creating Today's Modern Firm

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Complete account setup

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FAQs

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Contact support

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Implement and Sync with your accounting software

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Set up Client Console

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Deep Dive Content & Strategy

Discover our Entrepreneur Masterclass series and other great content aimed at providing you with the resources to elevate your firm.

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