Sales and marketing

A three partner firm had achieved minimal revenue increases in the proceeding 3 years and had no structured strategic sales and marketing plan. DSI Advisory initially worked with the firm to clarify their current issues and challenges and to agree what level of plan was required for the business. The firm decided to undertake a full day workshop to develop a structured and focused plan that all of the partners could work to and agree on.

With some analysis and discussions prior to the workshop, the day proceeded well with all partners gaining an insight into sales and marketing that they never thought that accountants could have. They clarified their service offering, the clients that they intended to target and more importantly, developed a process that they all agreed they could follow and implement.

The result was a really focused and successful process that has started to generate both more work from existing clients and some early success in obtaining some new clients. They have even started to enjoy “selling” their services to clients.