Practice Management

Attracting New Clients Short Course

CPD Hours: 18

Price: R3600.00

Title / Topic

Attracting New Clients Short Course

Unlocking Business Growth: Attracting New Clients | Strategies for Client Acquisition

About this Short Course

In today's competitive business landscape, companies need to go beyond their core competencies and adopt effective marketing and sales strategies to drive growth.

Introducing our comprehensive "Attracting New Clients" short course, designed to empower businesses with actionable insights and strategies to overcome challenges in client acquisition and retention. This short course is divided into ten insightful 2-hour sessions, each focusing on a specific area of business growth and presented by industry experts.

Competencies Developed in this Short Course

By completing this course you will have an in-depth understanding of the following:

  • Identifying the Ideal Clientele: Regardless of what your company does, understanding your target audience is crucial.
  • Sales Mastery: Dive deep into the sales process, ensuring you convert potential leads into loyal clients.
  • Digital Presence: Learn how to establish a strong online footprint, making your business easily discoverable.
  • Email Marketing Power: Harness the potential of email campaigns to engage and retain clients.
  • AI in Business: Explore how artificial intelligence can streamline operations and enhance customer interactions.
  • LinkedIn for Growth: Utilize this professional network for lead generation and brand visibility.
  • Content Marketing with Podcasts: Understand the potential of audio content in reaching a wider audience.
  • Branding Essentials: Craft a brand that resonates with your audience and stands out in the market.
  • Networking Mastery: Build valuable connections and foster collaborations for mutual growth.

Course Delivery, Duration, and Effort

The course is delivered through the SA Legal Academy online learning platform. It is divided into parts that are easily digestible. In this way you can maintain a work-life balance whilst studying and improving your professional skills.

Is this for you?

By participating in this short course, businesses from various sectors will gain a competitive edge, ensuring they not only attract but also retain their desired clientele. Whether you're an established company or a budding startup, these sessions offer valuable insights to propel your business forward.
Get started and transform the way you approach client acquisition and retention.

About the Presenters  

Nestene Botha (CA)SA

  • Nestene is a registered Chartered Accountant with a passion for equipping accounting professionals with the entrepreneurial and other skills they need in order to succeed in a modern business environment. She brings to the table 10 years experience in academia, 10 years experience in entrepreneurship and 7 years experience running her own accounting and audit firm.

Peter Hingston

  • Peter Hingston a team and culture building specialist, with 35 years experience building, directing and managing various teams in various environments around the world. He is one of the co-founders of Explore ProTech Entrepreneurial Haven and passionate about creating opportunities for entrepreneurs around the world through teamwork, joint ventures and access to global markets. 

Megan Deers - Copywriting and Marketing Agency Owner

  • Megan Deers is a Technical & Creative Copywriter, Content Creator/ and Communications Mentor. She is the founder of Paradox Rocks, a content creation agency.  She brings to the table 20+ years of experience in Heavy-duty Tech Sales, Scientific Research, and Mentorship.

Janine Lingenfelder - Sales Coach & Sales Agency Owner

  • Janine Lingenfelder is a sales mentor and business owner. She is the founder of Jelani Sales, and co-founder of Explore VAN (Virtual Assistant Network). She brings to the table 14+ years of experience in corporate and small business sales.

Marlon August

  • Marlon is a Marketing Strategist. He is the founder of Story Advantage - a marketing agency that specialises in providing tailor made marketing campaigns to B2B entrepreneurs. He brings to the table 20+ years’ experience in Marketing & Business Strategy as well as a 08 & 16’ Olympian (Judo).

Rhona MacCormack - Copywriting Agency Owner

  • Rhona is a content creator and copywriter who is passionate about creating engaging content that drives action. In today's digital age, building and nurturing an engaged email list is crucial for professionals in your field. Rhona is delighted to guide you on effective strategies to expand your email list, maximize engagement, and ultimately drive business growth in the competitive world of accounting and law.

Justin Hacker and Fuad Miah

  • Fuad Miah and Justin Hacker, founders of, bring over 15 years of experience in utilizing AI and digital marketing to optimize business processes and attract new clients. They have successfully helped various intricate businesses transform their operations using AI, including CAA, one of Canada's largest business entities. Their in-depth knowledge in implementing AI tools such as ChatGPT, Midjourney, Adobe Firefly, and their own Bluecap for sales process optimization makes them ideal instructors for this topic. With their unique blend of experience, they are excited to help attorneys and accountants uncover the potential of AI in their profession.

Sommerville Lombard

  • Sommerville Lombard is an Online Business Manager (OBM) based in Limpopo, South Africa. She is also the Founder of The Sommerville Agency (VA Services), Co-Founder of Explore VAN (Virtual Assistant Network), a Lead Generation Coach & an Online Project Manager. She has almost 20 years in the teaching industry, specifically IT, Graphics and Web Design, and CAT for all ages. She has a bustling Global Virtual Assistant Agency, with multiple VAs working for her. Explore VAN is very close to her heart as it helps and supports global VAs in their businesses.

Hendrik & Ethan Baird

  • Hendrik Baird is a seasoned professional with over 40 years of experience in dramatic performance, online media, and arts management. With a Master's degree in Media and Journalism, earned at the age of 56, Hendrik showcases his commitment to lifelong learning. His passion lies in voice acting, which led him to discover the power of podcasting as a medium perfectly aligned with his expertise. Hendrik has authored two comprehensive books on podcasting, "Become a Podmaster: Everything You Need to Know to Master the Art of Podcasting" and "Purposefully Repurposed for Profit: How to Save Time When Creating a Marketing Plan Simply by Repurposing a Podcast".  
  • Ethan Baird is a South African Radio Award radio producer that has edited hundreds of podcast episodes and is a producer for Breakfast with Martin Bester on Jacaranda FM. He has managed and trained many teams of radio broadcasters, and runs a podcast mentorship and production company with his father. He is passionate about teaching business owners how to generate a steady stream of content for their marketing campaigns so that they can demonstrate thought leadership and make new connections.

Steven Levy

  • Steven Levy is a global leadership coach and the founder of Dare2Be Coaching and Beyond. He works with many bluechip corporate clients around the world and has been involved in creating incredible success stories where he has helped entrepreneurs gain clarity and achieve incredible results. He brings to the table 45+ years experience in business development and leadership coaching.

Prerequisites / Admission Requirements

There are no prerequisites to attend this course.




Mastering Client Attraction: In-depth Insights on Client Avatars, Value Propositions, Messaging, and Offers 

 Megan Deers

Digital Footprint for Success: Building an Online Presence that Attracts Clients 

 Marlon August

Sales Mastery for Professional Service Providers: Designing Processes and Customer Journeys that Convert.

Janine Lingenfelder

Unlocking the Power of Email: Effective Strategies for Client Acquisition and Retention. 

Rhona MacCormick 

Leveraging AI for Business Growth: Attracting New Clients with Smart Technologies. 

Justin Hacker & Fuad Miah 

Harnessing LinkedIn for Business Growth: Lead Generation for Professional Service Providers. 

Sommerville Lombard 

Leveraging Audio Content in Professional Services Marketing. 

Hendrik Baird 

Crafting a Captivating Brand: The Psychology of Attraction in Professional Services. 

Sommerville Lombard 

Building Bridges: Effective Networking and Referrals in Professional Services. 

Steven Levy 

Mastering the Art of Client Acquisition: An Integrative Approach to Amplify Professional Growth. 

Monja van Zyl 

For more information on what will be covered in the curriculum please download the prospectus.

About SA Legal Academy

Welcome to SA Legal Academy (SALA), a provider of courses to help you succeed in your chosen career. We are committed to providing our students with the highest quality training and support, to ensure that your skills and knowledge are up to date and ready to face the challenges of the modern workplace. Our courses are designed to ensure that you reach your professional goals and enhance your career prospects. With our experienced training staff and comprehensive resources, you can be confident that you will receive the highest quality of training from SA Legal Academy.

SALA is a Level 2 B-BBEE contributor, with 125% procurement recognition. Training spend on certain solutions can be allocated against the Skills Development element of the B-BBEE Scorecard through accredited and nonaccredited training or claimed through SETA grants. In addition, 25% of your Skills Expenditure can be claimed on non-accredited training or courses.


The course fee is R 3 600.00 and consists of:

Educational Resources

  • Online Materials: Access a wealth of online resources, from e-books to webinars, enhancing your learning experience.

Learning Support

  • Facilitation: Benefit from expert-led facilitation sessions that offer personalized guidance, addressing individual queries and ensuring a thorough understanding of the subject matter.
  • Formative Assessments: Reinforce your understanding with assessments on different topics.
  • Continuous Support: Our dedicated team is always on standby to assist with any academic or administrative queries, ensuring a smooth learning process.

Flexibility and Convenience

  • Study Online: Complete your course and take your assessments online, giving you the freedom to learn from anywhere.

Payment Methods

Debit / Credit Card or Instant EFT

You can pay directly on our website for an easy, secure, and instant transaction. During promotional periods, customers can take advantage of additional savings. This is the fastest and most efficient option, saving both time and money.

EFT / Bank Deposit

You can make a payment directly into our bank account using your Online Banking App, Online Banking services, or by visiting your local bank branch.

Your Company / Employer

It may be beneficial for your company to invest in training for its staff members. As there are financial and tax advantages for doing so, please speak with your employer or Training / HR manager about the possibility of paying for this training.

Third Party

If you have someone who is willing to pay for your studies, such as a parent or relative, they can either log in and pay on our website or they can pay via any of the payment options above on your behalf.

Payment Options

Option 1: Once off payment
•    R 3 600.00

Corporate Training Solutions

At the Legal Academy, we recognize the evolving needs of businesses in today's dynamic environment. Beyond our standard webinar offerings, we provide tailored corporate training solutions designed to empower your team with the latest in legal and professional skills. Whether you're looking for online sessions or face-to-face training, our programs are crafted to ensure a comprehensive and engaging learning experience.

Drawing inspiration from modern training methodologies, our corporate solutions are interactive, adaptable, and focused on real-world applications. We prioritize hands-on learning, ensuring your team can immediately apply their newfound knowledge in practical scenarios.

Interested in a bespoke corporate training experience? Reach out to us at [email protected] or call 012 941 0448. Together, let's design a training program that elevates your team's capabilities and aligns with your organizational goals.

Contact Us

Have any questions or need any assistance? Contact us today!

What's Included:

Mastering Client Attraction: In-depth Insights on Client Avatars, Value Propositions, Messaging, and Offers

Overview    In today's dynamic business landscape, understanding the needs and desires of your target audience is essential for successfully engaging and converting potential clients.   We have created a 10-part ser ies on mastering client attraction to explore the strategies that will enable you to connect with your ideal clients and achieve your business goals. We start off this series with this first episode during which the focus will be on:   Developing client avatars.  Crafting compelling-part series value propositions.  Honing your messaging.  Creating irresistible offers.  Join Megan Deers as she shows you how you can create a powerful magnet for attracting clients and drive the growth of your business.  Learning objectives   Attending this webinar will equip you with the following skills:  Gain insights into the significance of defining and understanding your Ideal Customer Avatar (ICA) in shaping your marketing and sales strategies.  Understand the key elements of an effective value proposition that clearly communicates the unique benefits of your accounting services.  Develop a clear and consistent brand message that resonates with your ideal client and sets your firm apart in the accounting industry.  Know how to design offers that align with your clients' needs and desires, while also highlighting the value and benefits they will receive by choosing your products or services.  Possess a structured template to help you create an irresistible offer that perfectly aligns with your ideal customer avatar's needs and wants.  Content  The webinar will cover the following topics:   Understanding your ideal customer avatar  Defining an Ideal Customer Avatar (ICA).  The importance of understanding your ICA in your marketing and sales strategy.  Tools and techniques for identifying your ICA.  Crafting a compelling value proposition  The importance of a value proposition  Key elements of an effective value proposition.  Examples of compelling value propositions in accounting services.  Messaging the resonates  The role of effective messaging in attracting clients  Principles of persuasive communication in accounting services.  Examples of effective messaging in the accounting industry.  Creating your killer offer  The concept and importance of a 'killer offer'.  What makes an offer irresistible to your ICA.  Case studies of successful 'killer offers' in professional services. 

2 Hours | R450.00
Megan Deers

Digital Footprint for Success: Building an Online Presence that Attracts Clients

Overview    In this third episode of our Attracting New Clients Series, professional service providers will learn to create an impactful online presence with an emphasis on digital spaces where potential clients search for and research these professional services.  During this webinar, seasoned marketing strategist Marlon August, will discuss the importance of being listed in relevant business directories and give guidance on effective listing practices. The strategic use of social media for client acquisition will also be discussed at length.   Join Marlon August on for an insightful session where you will learn to create and optimize a compelling online presence that will attract new clients.   Learning objectives   Attending this webinar will equip you with the following skills:  Understand what is required to create and optimise an online presence that will attract and acquire your ideal clients.  Possession of a comprehensive guide that lists key business directories for professional service providers.   Knowledge of social media dos and don'ts for various platforms, through a checklist that will assist in planning and reviewing your social media strategy.  Have a content creation blueprint with tips on generating diverse, high-quality content that connects with your target audience.  Acquire an introductory guide on understanding SEO and its significance for online visibility through the SEO Basics Handbook.  Content  The webinar will cover the following topics:   Navigating Business Directories:  Importance of listing on business directories.  Identification of key business sites and directories.  Tips on how to get listed effectively.  Social Media Strategies:  Overview of the role social media plays in attracting clients.  Guidelines on social media platforms dos and don'ts.  Best practices for client engagement on social media.  Crafting Quality Content:  The role of content in building an online presence.  Guidelines for creating high-quality content.  Diverse content types and their effectiveness.  Website Optimization:  Key elements that should be on your website.  Website layout strategies that are attractive and user-friendly.   Introduction to SEO:  Understanding the basics of Search Engine Optimization (SEO).  How SEO impacts your online visibility and client attraction.  Leveraging Reviews and Testimonials:  Importance of client testimonials, reviews, and case studies.  Strategies for collecting and showcasing positive testimonials and reviews.  How to effectively use case studies to demonstrate your firm's capabilities. 

2 Hours | R450.00

Unlocking the Power of Email: Effective Strategies for Client Acquisition and Retention

Overview    The fourth instalment of our Attracting New Clients Series explores email marketing's potential for client acquisition and retention.   Demystifying email marketing, this webinar highlights the importance of incorporating email marketing into the overall marketing strategy. Rhona MacCormick will show participants how to identify the right audience and grow email lists with practical strategies and creative lead magnets. Highlighting successful email sequence design, participants will also learn how to nurture relationships and convert connections into paying clients.  Learning objectives   Attending this webinar will equip you with the following skills:  Understand email marketing, including its benefits and how it fits into your overall marketing strategy.  Understand the importance of identifying your target audience for effective email marketing.  Gain insights into various strategies for organically growing your email list.  Understand what lead magnets are and their role in enticing subscribers to join your email lists.  Understand the importance of testing and analysing email performance to optimize future sequences.  Content  The webinar will cover the following topics:   B2B Buyer Persona Worksheet:  Tool for defining your email subscribers.   Tool for understanding your targeting and messaging.  Lead Magnet Idea Book:  Lead magnet ideas to attract email subscribers.  Email subscriber retention.  Email Sequence Planner:  A template for planning out your email sequence. 

2 Hours | R450.00
Rhona MacCormick

Leveraging AI for Business Growth: Attracting New Clients with Smart Technologies

Overview    In our fifth episode of our Attracting New Clients Series, we invite professional service providers to discover the potential of Artificial Intelligence (AI) in transforming their business processes and at tracting new clients. This session explores various AI tools such as ChatGPT for content creation, Midjourney and Adobe Firefly for image creation, and Bluecap for sales process optimization.  We delve into the topic of Robotic Process Automation (RPA) and other tech tools that can automate key business processes, thereby enhancing efficiency and freeing up time for more strategic tasks.  We also discuss when and why it might be necessary to bring in tech consultants to help streamline your business operations.   Join Justin Hacker & Fuad Miah as they shows you how AI can be leveraged for business growth and client acquisition  Learning objectives   Attending this webinar will equip you with the following skills:  Familiarity with ChatGPT and its potential applications in content creation, such as writing blogs, case studies, and social media posts.  An exploration of the functionalities offered by Midjourney and Adobe Firefly, two AI-based tools for image creation.  An overview of Bluecap, a platform designed to measure and optimize the sales process using AI capabilities.  Discussions on the role of AI, Robotic Process Automation (RPA), and other technological tools in automating essential business processes.  Guidance on when and why businesses should consider bringing in tech consultants to address specific technological needs.  Content  The webinar will cover the following topics:   Bluecap Usage Guide:   An in-depth guide on how to use Bluecap to measure and optimize your sales process.  Automation Strategy Template:   A resource to help you identify key processes that could be automated using AI, RPA, and other technologies.  Consultant Engagement Guide:   Guidelines on when to bring in tech consultants, including how to choose the right one for your needs. 

2 Hours | R450.00
Fuad Miah, Justin Hacker

Harnessing LinkedIn for Business Growth: Lead Generation for Professional Service Providers.

Overview    The 6th episode of our Attracting New Clients Series focuses on LinkedIn lead generation. LinkedIn is a platform with immense potential to expand business networking, multiple client acquisition efforts, and in crease brand visibility in this digital era.   In this webinar, Sommerville Lombard shows you how to optimize your LinkedIn profile, connect with ideal clients, and convert valuable connections into leads. During the webinar you will explore effective strategies for engaging with ideal client lookalikes and the steps to take once you connect with them.    Join Sommerville Lombard as she shows you how to unlock the full power of LinkedIn to expand your client base and foster the growth of your business and brand.   Learning objectives   Attending this webinar will equip you with the following skills:  Know effective strategies to showcase your expertise and make a strong impression on potential clients using LinkedIn.  Be equipped with the skills to create and optimize a compelling LinkedIn profile that attracts your ideal clients.  Apply strategies to expand your network and build meaningful connections with potential clients through LinkedIn.   Build opportunities to engage with ideal client lookalikes and be able to nurture these relationships on LinkedIn.   Acquire engagement and lead generation techniques that will help you leverage your network for brand and business growth.  Content  The webinar will cover the following topics:   LinkedIn Profile Optimization Checklist:   Create and optimize a compelling LinkedIn profile that attracts ideal clients with this comprehensive checklist  LinkedIn Lead Generation Blueprint:  Learn step-by-step techniques to turn LinkedIn connections into potential clients using strategic engagement and lead generation.  LinkedIn Engagement Scripts:    Get sample scripts to effectively engage with ideal client lookalikes after connecting on LinkedIn. 

0 Hours | R450.00
Sommerville Lombard 

Podcasting for Growth: Leveraging Audio Content in Professional Services Marketing 

Overview     With the advent of new communication methods, progressive professionals are using these new means of communication to connect with potential clients in innovative ways. Podcasting is a very effective way of sharing your ind ustry expertise and establish your authority.    Podcasting is more than just a buzzword - it's a powerful marketing tool that allows you to reach audiences in a deeply personal and accessible way. It's a platform where you can add value, share insights, and ultimately, attract and convert listeners into clients. In this seventh episode of our Attracting New Clients Series, we invite you to join Hendrik Baird as he guides you through the ins and outs of creating a successful podcast, and shares best practices, technical know-how, and innovative content ideas.    Learning objectives      Attending this webinar will equip you with the following skills:   Know the possibilities of podcasting as a means to attract fresh clientele and elevate your brand's visibility and reputation.   Possess knowledge about potential podcast themes and subjects to consider.   Obtain an understanding of effective podcasting practices, encompassing technical aspects, content strategising, maintaining consistency, and fostering engagement with your audience.   Gain insights into podcast formats that are likely to resonate effectively with clients within your professional sector.     Content     The webinar will cover the following topics:   Podcasting Essentials Guide:    Advice to kickstart your podcasting journey.   Equipment suggestions.  Software recommendations.  Tips for recording and editing your podcast.   Ideal Listener Demographic:   Pinpoint your ideal listener.  Create content that speaks directly to your target audience.   Best Practices in Podcasting Checklist:     Summary of top-notch practices.  Podcast planning and production guide. 

2 Hours | R450.00
Hendrik Baird

Crafting a Captivating Brand: The Psychology of Attraction in Professional Services.

Overview    Within the highly competitive professional services sector that includes audit firms, accounting practices, law firms, and tax practices, branding plays a crucial role in differentiating one's business and connecting the business to its target audience.   This extensive webinar explores the intricacies of branding, offering valuable insights to empower you in crafting a compelling brand that authentically resonates with your clientele. This eighth episode of our Attracting New Clients Series, explores the basics of branding, where we start by looking at the psychological impact of shapes and colours, and move on to how your brand can influence perception and decision-making processes.   Join Sommerville Lombard she equips you with the knowledge and confidence to craft a captivating brand that truly resonates with your target audience.    Learning objectives   Attending this webinar will equip you with the following skills:  Explore the basics of branding, what a brand is and why it is crucial for professional service providers.    Understand the psychology of shape and colour in branding and the impact it has on our perceptions and decision-making processes.    Learn strategies of using shapes and colours in branding and how it can create a specific image or feeling in your potential clients' minds.    Understand how to create a brand that resonates with your clients.  Get a step-by-step guide on how successful brands have managed to create captivating brands.    Content  The webinar will cover the following topics:   Psychology of shape and colour guide:    Guide on how shapes and colours influence perceptions and decision-making.  Checklist of Essential Branding Elements:   A guide that addresses all the essential elements of your brand.    Case studies of successful professional services brand:      Illustrative case studies.   

2 Hours | R450.00
Sommerville Lombard 

Building Bridges: Effective Networking and Referrals in Professional Services.

Overview    The significance of a strong and interconnected network is a valuable resource that every professional service provider must acknowledge. Whether the goal is expanding client rosters, discovering collaborative prospects, or boosting referral business, proficient networking stands as the foundation of all business development efforts.   In our penultimate episode of our Attracting New Clients Series, we will provide you with insights on harnessing the power of networking to draw in fresh clients, establish meaningful partnerships, and cultivate enduring and sustainable relationships. Additionally, we will delve into strategies for optimising referrals, which are frequently overlooked but possess substantial potential as a source of new business opportunities.   Join Steven Levy  as he gives you practical tips and techniques to make the most of your networking efforts. It also includes advice on how to network online and offline effectively.   Learning objectives   Attending this webinar will equip you with the following skills:  Explore the significance of networking and referrals in the professional services sector.     Explore how network can aid in attracting new clients and build a strong reputation.    Learn the concept and benefits of joint venture projects and collaborations.    Practical guidance on networking techniques that can lead to increased referrals.    Understand the importance of building and nurturing professional relationships for long-term success.      Content  The webinar will cover the following topics:   The importance of networking.  Referral Strategy Workbook.     Step-by-step process to create.  Step-by-step process to implement.   Building Long-Term Relationships eBook.  Case studies of successful networking and referral strategies:      

2 Hours | R450.00
Steven Levy

Mastering the Art of Client Acquisition: An Integrative Approach to Amplify Professional Growth.

Overview    The tenth and final episode of our Attracting New Clients Series brings together the best strategies and tips shared in all the preceding episodes. This comprehensive session aims to provide an integrative appro ach to mastering client acquisition that will amplify professional growth and ensure sustainable success.   Join Monja van Zyl as she rounds up this series with an informative 2-hour session where she integrates key insights and provides a holistic approach to the different aspects of client acquisition covered in the series. Join Monja as she equips you with practical knowledge and strategies to amplify your professional growth.   Learning objectives   Attending this webinar will equip you with the following skills:  Get insights into how to attract and retain new clients by applying proven tips and strategies.  Understand the importance of taking an integrated approach to client acquisition.     Possess mastery of core aspects of designing an efficient sales process and a customer journey that drives conversions.  Know how to formulate a client acquisition strategy that uses tools such as LinkedIn, podcasting, AI, and email.  Possess a checklist of best practices and tips for effectively implementing the client acquisition strategy.   Content  The webinar will cover the following topics:   Series overview.  Client acquisition strategy template.  How to use the client acquisition strategy template.  Series action steps checklist.  Key action steps from each webinar.  Implementing the action steps.   Summary.  

2 Hours | R450.00

Sales Mastery for Professional Service Providers: Designing Processes and Customer Journeys that Convert

Overview    In this third episode of our Attracting New Clients Series, we present an engaging webinar focused on equipping you with skills and strategies that will lead to higher sales conversions.   Sales mentor and business owner, Janine Lingenfelder presents this session during which she dives into the art of sales mastery by exploring the key strategies for designing effective sales processes and customer journeys.   Discover real-life success stories and gain practical tips to elevate your sales approach. The Attracting New Clients Series is a 10-part series on mastering client acquisition and retention. You can read more about the series here  .   Learning objectives   Attending this webinar will equip you with the following skills:  Acquire full knowledge of how you can create a tailored step-by-step sales process design guide for yourself.  Know and be able to use a visual tool for plotting customers' journey stages.  Acquire a comprehensive checklist that identifies improvements in the sales process and customer journey.  Discover real-life examples to inspire and guide your own customer journey creation.   Gain access to practical resources that facilitate the immediate implementation of discussed insights and strategies.  Content  The webinar will cover the following topics:   Understanding the Sales Process.  Definition of a sales process.  Why a well-defined sales process matters.  Characteristics of an ideal sales process.  Steps to creating your own tailored sales process.  Introduction to the Customer Journey.  Definition of a customer journey.  The role of the customer journey.  Stages of a typical customer journey.  Creating and Converting Customer Journey  Importance of a customer journey that converts prospects into customers.  Elements of a successful customer journey in the context of accounting services.  Step-by-step guide to creating your own effective customer journey.  Strategies for improving conversion rates at each stage of the customer journey. 

2 Hours | R450.00
Janine Lingenfelder

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