Virtual CPA Success Show Podcast Episode 109
Jody and Joey welcome Simon Severino, CEO of Strategy Sprints, to discuss how agencies can create a culture of opportunity that gets every member involved. When financial times are tight, and spending is scrutinized, agencies need to ensure clients are invested starting from the first call – and for years to come. From writing a proposal, to verifying the budget and visualizing the offering, they dig deep into the psychology of client relations in Simon’s fail-safe sales process.
Episode Notes
“You don't rise to the level of your goals. You fall to the level of your systems.” -Simon Severino
The finer details of this episode:
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Longer sales cycles and ghosting from potential clients
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Crafting a culture of opportunity creation within agencies
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Standardizing and creating standard operating procedures (SOPs) in client delivery
Episode Resources:
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Summit Virtual CFO by Anders website: https://www.summitcpa.net/
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Email us with questions or if you’d like to be a guest on the show: vcpasuccessshow@anderscpa.com
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This Quiz Will Tell You What Financial Help Your Business Needs: https://rxkebp5191f.typeform.com/summitquiz?typeform-source=statics.teams.cdn.office.net