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1 hr(s) CPE/CPD in Personal Development

Program Level: Intermediate

Finding Opportunities with Existing Clients

Join us for this three part webinar series focused on filling the pipeline. This session will focus on finding opportunities with existing clients for the middle of your sales funnel.

Learning Objectives

Taking care of your clients - fostering loyalty
Becoming a business advisor to your clients
Pandemic related client needs to fill your pipeline in the near-term
Assessing client growth year over year

Speaker Bio
Carrie Steffen
President
The Whetstone Group

Carrie is a founding shareholder and President of The Whetstone Group, Inc. Since 2000 Whetstone has provided growth consulting services to hundreds of CPA firms, professional service firms, and companies in business-to-business markets nationwide. She has 20+ years of professional services marketing experience.

Carrie helps clients:

Determine how to best organize for growth and build a sustainable growth culture
Develop comprehensive growth plans, providing ongoing support and consultation
Establish accountability for business development and meet their revenue goals
Implement follow-up strategies to help manage the sales process with prospective clients and maximize their ROI on marketing

She is also a skilled trainer and provides group sales training as well as one-on-one coaching that enables attendees to better understand the sales cycle and develop the personal skills necessary to close sales. Firm leaders, practitioners and marketing professionals benefit from her knowledge and dynamic approach.

Before joining Whetstone, Carrie was an in-house marketing director in the national marketing office of RSM McGladrey, Inc.

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