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Boosting conversions with a sales playbook for your client managers

If you’re looking to boost your conversions, you need a sales playbook for your client managers. By providing them with the tools they need to succeed, you’ll see an increase in closed deals and a better bottom line.  

 

When it comes to sales, your client managers are the ones on the front lines. They’re the ones meeting with potential clients, evaluating needs, and making recommendations. It’s important that they have all the information they need to succeed. That’s where a sales playbook comes in. 

 

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1. Download a free copy of our book – The Accountants 20 Hour Workweek
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3. Save $’000s in your practice every month with this new program

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A sales playbook is essentially a guidebook for your client managers. It should include everything they need to know about your services, as well as how to sell them effectively. By having all of this information in one place, your client managers will be able to close more deals and boost your practice’s bottom line. 

 

First, you’ll need to provide an introduction of your company, your team members, and an overview of your services. This should include information on what each service does, as well as its key features and benefits. You’ll also want to include pricing information and any special offers that might be available. 

 

Next, you’ll need to provide your client managers with some tips on how to sell your services. This might include information on how to identify potential clients, how to approach them, and what objection handling techniques to use. By equipping your client managers with this knowledge, they’ll be able to close more deals and boost your practice’s bottom line. 

 

By providing your client managers with everything they need to succeed, you’ll see a boost in conversions and a better bottom line for your practice.