Internal evangelization and training
In order to develop a successful cross-selling environment inside the firm, we recommend evangelising your bill pay and/or CAS offering to partners and colleagues. It takes a village to grow a service offering, so keep in touch with partners, colleagues, and staff, and generate excitement within the firm. The more they know about your CAS practice, the more likely they are to send you new customers.
You should also consider regular training for staff members across the firm. These are the people on the frontlines, working with clients day in and day out. They know their clients’ needs better than anyone and can be the most valuable resource for referrals.
Host a lunch-and-learn or a happy hour and get them excited about your CAS offering. Tailoring your pitch deck for this audience, you can show them the benefits to their clients and for the firm. Some key items to include in your training session:
- How this service can benefit the firm/client relationship
- What your ideal client persona looks like
- The pain points you’ve outlined previously and how your service solves them
- Some basic probing questions to see if the client is a fit
- How to send leads to your team using the referral system you’ve created, or a single point of contact
- Any incentives you may be able to offer to help accelerate lead generation
You can add to and customize the deck below for your bill pay and CAS related webinars and demonstrations for internal training. Instructions are included within the deck, but feel free to reach out to your account manager for tips and best practices, as needed.
Download this deck above.
