Urgent: Free Book Still Available As Of 11/21/2024
Revealed:
Stop Losing Accounting Deals: A 5-Step Guide for Accountants to Effectively Manage Their Pipeline
Dear Accounting/Tax pro,
Managing client relationships and deals can be a challenge without the right tools. As an accountant, you understand the importance of staying organized, but are you struggling to keep track of prospects and ensure no opportunity falls through the cracks?
I’m Juliana Pace, CEO of Client Matchmaking. Over the past 7+ years, my husband Ben and I have helped hundreds of accounting professionals optimize their practices. Now, we’re here to help you transform your sales process with a CRM system designed specifically for accountants.
Our guide will walk you through a 5-step strategy to streamline your sales pipeline, automate follow-ups, and convert more leads into paying clients. Discover how to leverage a CRM to stay organized, manage leads efficiently, and grow your practice with ease.
Download your free copy today and take control of your sales process to stop letting deals slip away.
Here’s What You’ll Discover Inside Your Free EBook:
The 5-Step Strategy to Mastering Your Sales Pipeline: Learn how to organize your leads, track every interaction, and manage your prospects with ease, so no deal is ever lost.
Automate Follow-Ups and Key Tasks: Discover how to set up automated reminders and follow-ups to keep you top of mind with prospects, without having to manually track every single task.
Convert More Leads into Clients: By streamlining your sales process, you can focus more on providing value to prospects—and less on worrying about lost opportunities.
Maximize the Potential of Your CRM: If you’re using a CRM like Client Matchmaking, we’ll show you exactly how to make the most of its features to grow your accounting practice.
Never Let a Deal Slip Through the Cracks Again—Master Your Sales Pipeline with CRM
Imagine a streamlined sales process where every prospect is tracked, every follow-up is automated, and no opportunity slips through the cracks. With a CRM system designed specifically for accountants, you can effortlessly manage your sales pipeline, ensuring efficient lead tracking and consistent client follow-ups. By organizing your leads and automating key tasks, you can focus on delivering exceptional service and growing your practice without the stress of manual tracking.
The Benefits You Can’t Ignore:
Streamlined Sales Pipeline: Keep track of every prospect and deal, ensuring no opportunity is missed.
Automated Follow-Ups: Save time and increase efficiency with automated reminders and communications.
Improved Lead Management: Organize and prioritize leads effectively to convert more prospects into clients.
Enhanced Client Service: Maintain high service levels by focusing on high-value tasks instead of manual tracking.
Increased Growth Potential: Scale your practice by optimizing your sales process and converting more leads.
As Featured In:
TESTIMONIALS
See What Client Say About Us
Testimonial Viewing Tip:
Don't get fixated on Dollar amounts or speed.
Results vary and not everyone is going to close $30,000 in 2 weeks or 12 clients in 4 months.
Pay focus to what people say about the experience and the consistency.
Even a broken clock is right twice a day and any agency can eventually get a client a big win and make a testimonial.
Its the consistency and "done for you" white-glove experience that can't be faked and that is what makes us the "No-Brainer" choice for any firm looking to consistently scale their practice with confidence and that is what you should take from these testimonials.
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Replaced Salary Within 2 Weeks!
Since implementing 2 weeks ago, i've had 2 clients sign up and I replaced the 9-5 salary I left already! - Stephanie Seidel
$1,250/Mo From Kickoff
Finding better clients was such a struggle. All the methods I tried before felt like I was getting nowhere. It Finally feels like "Okay, this is working!" - Kate Presto
$30,000 In 2 Weeks!
I got my first client in 2 weeks. For $30,000!! It happened because of you(ClientMatchmaking) YOU did all the work!! - Shalini Kodial
Consistent Closing Machine!
After A Few Weeks It's Been A Nice Stream Of Appointments. Closing Clients at a nice steady pace. - Craig VonDemfange
"It's Worth It, You Should Do It"
The quality of the appointments has been Great! They get on, know who i am, what I do and can actually afford me!- Greg Batton
Fired Us Because We're Too Good
The deals were anywhere from a few $1,000 to over $100k for some clients! We basically within 4 months picked up a dozen clients. - John Moore
4X Growth Since Starting!
I tried coaches, agencies, consultants and blueprints. Client Matchmaking is the only solution I haven't quit on or fired. They're my best source of leads - Daren
4X Growth Since Starting!
We were on a downhill spiral. I started up and um, man... It was like the damn is breaking open! Our revenues in 2022 increased 78% from the previous year. We are closing 1 out of 3 appointments! - Jeff Davidson
"Other Agencies Simply Don"t Deliver"
Very happy with the work they've done, very happy to be continuing working with them, very happy with the clientele they've brought to my firm and would recommend them to absolutely anybody else. - Hollis Fullilove
"9 New Clients!"
"I've gotten nine new clients and the most valuable part of all working with them is that every time I talk to new appointment they actually tell me that they love how professional my team is.
"$23K New Client!"
Our favorite part is being the good communication that we've had with them. bi-weekly updates, going over each person, each of the contacts that we've made with them and they've been following up with with all of them and and that's been highly valuable for me saving me a lot of time. - Kevin Roberts
Get INSTANT Access To This Exclusive FREE BOOK Now
Don’t let disorganization hold back your practice. Embrace a CRM system to take control of your sales pipeline and ensure no deal falls through the cracks. Download your free copy today to discover how a CRM can streamline your sales process, enhance client management, and drive your practice’s growth.
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In the nature of transparency and authenticity, I do make a special offer at the end only if you'd like help actually implementing these marketing tactics and strategies. Is it required? Absolutely not. Will you receive value & insight even if you don't want to speak together? 100% yes. Some people will take this training, implement it by themselves, and see breakthrough. Some people will see what's possible, and know that working together is just what they need to get results even faster. It's completely up to you but I hope that you'll at least participate in the free training, use it, and let me know what you think!