| Clients | CPAs |
|---|---|
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What is 2 referrals
This is the minimum # of referrals a client needs to waive the set up fee
|
What is 3 starts
This is the number of starts a CPA needs in their period to get paid out on revenue share
|
|
What is
Describe the CAP program
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What is an IBIS report
This is an industry specific report we can provide to our accounting partners
|
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What is
1. Use SURF on every sale 2. enroll new clients in the CAP program 3. pull referrals using the lead pulling wkst 4. set 5 existing client appts per week 5. send 5 BP leads per week
The is the recipe for success for clients
|
What is
1. set pre consistent scheduled appts 2. profile each accountant 3. tell our accountant story 4. pull referrals by leveraging calendar & monthly HR topics 5. schedule subsequent visits before close of each appt
This is the recipe for success for CPAs
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