Accounting Influencers Roundtable


Tips for UK Accountants to Fill Their Sales Funnel

Rob Brown and Lucy Cohen of Mazuma discuss why accountants need to build a sales pipeline of prospects and why accounting professionals dislike selling.

It’s the “UK Matters in Accounting” show, every Thursday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.

In today’s episode 25, “Tips for UK Accountants to Fill Their Sales Funnel” with special guest Lucy Cohen, founder of innovative UK accounting firm Mazuma.

You can also watch this on youtube here:

Key takeaways from this episode include:

➺ why UK people and especially accounting professionals dislike the ‘sales’ word so much

➺ who client churn is a part of life for accounting firms, resulting in the need to maintain a pipeline of potential new clients

➺ what one decent conversation with a current client might do for accountants who want to grow their business portfolio

➺ the reasons why accountants have such a haphazard or scattergun approach to generating new business opportunities

➺ simple ways accounting professionals can close new business with easy conversational methods

➺ the importance of playing to strengths for accountants who want to be more intentional in filling a sales funnel

➺ examples of great questions accounting professionals can ask to close a warm prospect

…and much more.

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5 great shows in the Accounting Influencers Podcast Network:

Success in Accounting – MONDAYS. Our flagship main show features panels, live interviews and replays of our most popular shows.

Insights in Accounting – TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.

Influencers in Accounting – WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.

Best Practice in Accounting – THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here’s what works stuff for accountants, bookkeepers and the fintech/software people who serve them.

UK Matters in Accounting – FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.

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