AGN Pipeline Series: Virtual Relationship Development

AGN Pipeline Series: Virtual Relationship Development
2-3 pm ET | Webinar 1 of 3
Untitled Document

1 hr(s) CPE/CPD in Personal Development         

Program Level: Intermediate  

Virtual Relationship Development and Nurturing Opportunities

Join us for this three part webinar series focused on filling the pipeline. This session will focus on virtual relationship development and nurturing opportunities – including how to use pipeline tracking to guide your actions.           

Learning Objectives

  • Building trust and rapport when you can't meet in person
  • Tools and techniques
  • Stages of the sales cycle for clients and prospects
  • Developing pipeline tracking and measuring growth of client relationships
Speaker Bio
Carrie Steffen
President
The Whetstone Group
Carrie is a founding shareholder and President of The Whetstone Group, Inc. Since 2000 Whetstone has provided growth consulting services to hundreds of CPA firms, professional service firms, and companies in business-to-business markets nationwide. She has 20+ years of professional services marketing experience.

Carrie helps clients:
  • Determine how to best organize for growth and build a sustainable growth culture
  • Develop comprehensive growth plans, providing ongoing support and consultation
  • Establish accountability for business development and meet their revenue goals
  • Implement follow-up strategies to help manage the sales process with prospective clients and maximize their ROI on marketing
She is also a skilled trainer and provides group sales training as well as one-on-one coaching that enables attendees to better understand the sales cycle and develop the personal skills necessary to close sales. Firm leaders, practitioners and marketing professionals benefit from her knowledge and dynamic approach.

Before joining Whetstone, Carrie was an in-house marketing director in the national marketing office of RSM McGladrey, Inc.
When
7/2/2020 2:00 PM - 3:00 PM

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