FREE Panalitix Webinar: Achieving Full Profit Potential with Existing Clients – July 27

Panalitix is hosting the webinar Achieving Full Profit Potential with Existing Clients on Friday, July 27, 2018, 2:00 pm CST. This free, one hour webinar qualifies for CPE credit. Click here to learn more about the webinar and register online.

Increased profitability remains a key goal for businesses, many firms default to new lead generation, however, the best opportunity may already exist in your current customer base. Question, whether you have mined your existing clients as a potential source of new income. It is likely you are doing work outside the original agreement which represents an opportunity to upsell these and other services to your clients. Your existing customer base should be the first customer segment you look at to increase profitability.

Join us, in a complimentary webinar session to discuss the importance of focusing on your existing client base to increase profitability.

Key Takeaways Include:

  • Processes to identify opportunities with current clients
  • How compliance acts as a springboard for business advisory services
  • What value-add services you can sell to your existing client base
  • Sales techniques to get buy-in from your clients

Existing clients are a key segment to target when capitalizing on opportunities that provide high returns in a short amount of time. Implement the main takeaways from this webinar to uncover missed opportunities and grow you and your clients business. 

Presented by:
Sia Kal Vice President, Business Strategy
PANALITIX

* CPD/CPE credits available *

Can’t make it? Register anyway to receive the recording and the slides.

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2018-06-29T09:14:58+00:00