Perfect the Pitch Meeting – 1.5 CPE


Business Development is crucial to the health of CPA firms and an important factor in the track to partnership for individuals. The first step in the process to gaining new business is understanding prospecting. This course covers the steps necessary to successfully pitch your prospective client by understanding your differentiators and learning how to prepare for pitch meetings. This is your opportunity to wow them so it’s important to be able to communicate your value in a way that draws them in, gets them excited and gets them to buy in on the unique value that you bring to the table and why they should move forward with you.

*This course qualifies for 1.5 Communications & Marketing CPE credit.

Learning Objectives:

  • List the 4 steps that make a great presentation
  • List the 3 areas of knowledge to research before a pitch
  • List 3 types of questions to use in each pitch meeting
  • List the 6 areas for differentiation that help you tailor your pitch
  • Identify the 3 parts to a successful presentation


Learn more here: Perfecting the Pitch Meeting


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