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Stop Dropping the Ball After the Sale | It's Not Just the Numbers
Manage episode 499047080 series 2907093
Content provided by CPA Trendlines. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by CPA Trendlines or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
In CAS, winning the client is just the first step—success depends on what happens next.
It's Not Just the Numbers
With Penny Breslin and Damien Greathead
For CPA Trendlines
For many accounting firm owners, winning a new client is a victory. But according to It’s Not Just the Numbers podcast hosts Penny Breslin and Damien Greathead, that’s only the beginning. The real success lies in what happens next: the onboarding process.
- MORE Penny Breslin and Damien Greathead
- MORE Advisory & Consulting
- BUY "It's Not Just the Numbers"
“Too many firms have no clue what actually happens when a client walks in the door,” says Breslin. “They’ve sold the service, but they haven’t defined the first experience their client will have—or the role their team will play in delivering it.”
474 episodes
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Manage episode 499047080 series 2907093
Content provided by CPA Trendlines. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by CPA Trendlines or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
In CAS, winning the client is just the first step—success depends on what happens next.
It's Not Just the Numbers
With Penny Breslin and Damien Greathead
For CPA Trendlines
For many accounting firm owners, winning a new client is a victory. But according to It’s Not Just the Numbers podcast hosts Penny Breslin and Damien Greathead, that’s only the beginning. The real success lies in what happens next: the onboarding process.
- MORE Penny Breslin and Damien Greathead
- MORE Advisory & Consulting
- BUY "It's Not Just the Numbers"
“Too many firms have no clue what actually happens when a client walks in the door,” says Breslin. “They’ve sold the service, but they haven’t defined the first experience their client will have—or the role their team will play in delivering it.”
474 episodes
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Similar to CPA Trendlines Podcasts
Entrepreneurship empowers everyone
…
continue reading
Feel brighter every day with our 20-minute pop-biz news podcast. The 3 business stories you need, with fresh takes you can pretend you came up with — Pairs perfectly with your morning oatmeal ritual. Hosted by Jack Crivici-Kramer & Nick Martell. Formerly known as “Snacks Daily”, Nick and Jack continue their podcast independent from Robinhood.
…
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…
continue reading
The Cārvāka Podcast is a series of long-form conversations hosted by Kushal Mehra. The podcast covers a wide range of subjects where Kushal speaks with a wide range of guests to talk about sports, philosophy, public policy, current affairs, history, economics, etc.
…
continue reading
The economy and the markets are "under surveillance" as we cover the latest in finance, economics and investment. Listen to Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern for the top interviews from Bloomberg Surveillance Television. And join Tom Keene and Paul Sweeney for the best conversations from Bloomberg Surveillance Radio. Watch Surveillance TV LIVE each mornings: http://bit.ly/3P7nstQ. Watch Surveillance Radio LIVE weekday mornings: http://bit.ly/3vTiACF.
…
continue reading
Crystal Orderson brings news from the continent.
…
continue reading
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…
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…
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