Previous Post
The Rule of 33%: Designing Your Life and Business for Success
Next Post
Investing in your people

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. 


P.S. Whenever you’re ready, here are 4 ways we can help you grow your Accounting practice:

1. Download a free copy of our book – The Accountants 20 Hour Workweek
In this free book, we highlight the No.1 strategy that’s had the biggest impact on building our own practice to run without the owners – Click here

2. Join our free Wize Accountants Mastermind group
It’s our new free online community to share daily insights, tips and free tools to grow your practice — Click Here

3. Save $’000s in your practice every month with this new program

We’ve just released a new practice acceleration program which will help you save money and time every month whilst taking your practice to a new level of growth. See if you qualify – Click here

4. Build your firm to run without you
We have the step-by-step plan to grow a seven figure profit practice that can run without the owner. Would you like it? –  Click here


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.