Mastering The Upsell Conversation

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The top reason business clients report for switching accountants is that their firm did not check on their changing needs. However, many accountants are wary of approaching these discussions.

This battlecard walks you through the pre-meeting, discovery and pitch processes to help you use your client meetings to their fullest potential.

Focus on finding the areas where you can add more value for your clients, and they will sell your services for you. Download the battlecard and talk with confidence.