Send us a textYou’ll Learn How to improve your chances of converting opportunities into client work without being pushy The common mistakes that people make when it comes to selling so you can avoid them What the preparation stage before a meeting to discuss opportunities with a client or prospective client should consist of What you should do during and at the end of these meetings to increase your chances of converting the opportunity into paid workHow best to follow up an opportunity with a client after you’ve quoted, without being pushy How to politely ask a client if they are still interested in a potential service, and how you can use Martyn’s ‘ultimatum’ email as a last resort IntroductionIf you work in a role where you provide tax services and advice, at some point you will be faced with the requirement to win client work. Or, if I were to use the dreaded word, ‘selling’ services to clients. As tax professionals, this is not something we are taught how to do. It’s one of those things we are expected to ‘pick up’ on the job. But it is absolutely paramount that you are able to win client work if you want to make it to Senior Manager or above, generally speaking. In some firms, you may even need to do this at more junior roles. So, if you want to progress your career to these levels, you will need to develop and work on the skill of winning client work. That’s why I thought it would be great to invite this episode’s guest, Martyn Sloman, onto the podcast. Martyn is known as the “non-pushy” sales trainer – which instantly caught my attention, as I’ve been worried about coming across as pushy in the past, and maybe you have too. All of Martyn’s advice is provided to help you be “non-pushy” too, but be “professionally persistent”. In the episode, Martyn provides some great tips to improve your chances of winning client work. So, if this is something you are looking to get better at, I highly recommend you take a listen! Show notes: thetaxprofessionalspodcast.com/TTPP11Subscribe: thetaxprofessionalspodcast.com/subscribe

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