An ICB Recognised Course
Client Engagement Skills for Bookkeepers
ICB Accredited course
Why is this course suitable for bookkeepers?
The course will introduce you to some key techniques and skills that have been proven over many years across a range of different sectors. However, we understand that it’s not always immediately obvious how “generic” concepts can be adapted to specific industries which is why, for this ICB accredited course, Phil uses examples of specific scenarios commonly faced by bookkeepers and explains precisely how the techniques can be used.
Examples include how to help clients move from viewing bookkeeping as a grudge purchase to seeing it as a hugely valuable service that helps them build a better business and how to address price objections.
Course Modules
Client Engagement Skills for Bookkeepers
Full Course (All 6 modules)
Save 16% and get all 6 modules for only £195.00!
Module 1
Messaging (How to gain a client or prospect’s attention) – £39.00
Module 2
Who to engage with and where to find them (How to avoid wasting time talking to non-prospects) – £39.00
Module 3
Mastering Client Meetings (How to control client meetings, stay on track and gain agreement to proceed) – £39.00
Module 4
Closing, Handling Objections and Effective Proposals (How to get agreement without being pushy, handle the most common objections and what information to include in proposals) – £39.00
Module 5
Negotiation Techniques (How to negotiate to get the best possible outcomes) – £39.00
Module 6
Client Engagement Activity (Developing engagement activity KPIs to ensure you meet your objectives) – £39.00
About the course
An online, on-demand client engagement skills training programme demonstrating a structured approach to finding potential customers, communicating your real value, running effective meetings without appearing pushy, closing more sales, handling objections, negotiating terms, and understanding the level and type of activity that will be required to meet goals.
It consists of six modules, each offering around 30 minutes of video content. Some modules include templates you can use to develop your own value proposition and messaging, and all conclude with short homework to reinforce learning.
Phil Sayers
Phil Sayers is the founder of Proten Sales Development Ltd and the architect of our client engagement course. With over 40 years of experience in sales and management, Phil has a deep understanding of the challenges faced by bookkeepers and B2B professionals. His career spans various roles in sales management and business coaching, where he has consistently delivered results by helping businesses refine their sales strategies. Phil’s expertise is instrumental in crafting a course that not only teaches effective engagement techniques but also aligns them with the specific needs of bookkeepers.