This session will equip businesses with proven strategies to achieve consistent revenue growth through outbound sales. With a focus on building a predictable sales engine, the session will explore how companies of all sizes can drive new client acquisition by implementing a streamlined, repeatable outbound process.
Building a Predictable Revenue Engine
Predictable revenue is key to stable growth. The session will begin by examining the core principles behind this approach, including effective lead generation, targeted outreach, and the crucial role of sales development teams in connecting marketing and sales. We’ll discuss how a structured process for lead engagement and conversion can create a predictable flow of revenue and strengthen your business’s sales capacity.
Identifying and Engaging Ideal Prospects
One essential step to revenue growth is identifying high-quality leads. This session will guide participants through methods of defining an ideal customer profile and using tools and databases to build a targeted list of prospects. We’ll explore how to focus your outreach on leads that closely align with your product or service offerings, increasing the likelihood of meaningful engagement.
Crafting Messages that Resonate
Understanding and addressing the needs of your target audience is key to successful outreach. The session will cover how to develop messages that speak directly to the pain points and goals of your prospects, whether through demographic insights, psychographic details, or industry trends. Attendees will learn how to craft messages that position their products or services as solutions, creating immediate interest and engagement.
Maximizing Deliverability and Automation
To reach prospects effectively, email deliverability and automation are vital. This session will explore best practices for ensuring emails land in primary inboxes, avoiding spam filters. Additionally, we’ll discuss how to use automated email sequences and timely follow-ups to maintain consistent contact with leads, ensuring no opportunity slips through the cracks.
Leveraging Speed and Sales Development Expertise
In sales, timing is crucial. Participants will learn how to set up systems for rapid responses to prospect inquiries, optimizing the speed of their sales processes to keep momentum high. We’ll discuss how to balance automation with personalized follow-ups to maintain a human touch while scaling outreach efforts.
Measuring and Improving Campaign Performance
Finally, the session will cover methods for tracking and analyzing campaign metrics to refine future efforts. By examining data like email engagement, reply rates, and conversion statistics, attendees will gain insights into which strategies are working best, enabling them to continuously improve their outbound sales approach and increase the effectiveness of their revenue growth initiatives.
Learning Objectives:
- Building a Predictable Revenue Engine
- Crafting Resonant Messaging
- Maximizing Deliverability and Automation
- Leveraging Speed and Sales Development Expertise
- Measuring and Improving Campaign Performance
Event Details
Who Should Attend?
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Attorneys
You have close relationships with clients, and can benefit from being the first advisor to introduce the idea of exit planning.
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CPAs/Accountants
Owners participating in the State of Owner Readiness research continue to indicate that you are the No. 1 "Most Trusted Advisor." You are a natural fit to lead the exit planning team and deepen your relationship (and retention) of next generation owners.
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Wealth Managers
You’re a skilled relationship person. Being entangled into your clients’ professional lives matters as you build a strategy to manage their wealth upon them harvesting it from their business. Exit planning allows you to build a deeper relationship with your client, expands your COI network, while giving you an early seat at table well before the liquidity event.
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Financial Advisors
One of the critical ‘legs of the stool’ is personal financing planning. An owner must have a strong financial plan & contingency plan post-transition to enable them to thrive in the next act of the lives personally and financially. Exit planning brings this future mindset into the present. Exit is now.
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Valuation Analysts
Valuation is both a billable engagement AND an opportunity to provide owners some perspective on how to accelerate value drivers (and deal with value killers). Use exit planning to make that valuation into a longer term value acceleration engagement.
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Investment Bankers
Only 2 of every 10 businesses that come to market actually sell. Learn how exit planning can bring attractive AND ready business to your purview.
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Estate Planners
Exit planning is a natural fit for estate planners who want to operate more holistically with their owner clients.
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Strategic Consultants
One of the most critical roles in exit planning is building transferable value. Strategic consultants have the ability to expand options and drive rapid business value that affect performance today.
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Insurance Professionals
Exit planning addresses the 5 D's. So do you. Approach the risk conversation differently with exit planning.
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Mergers & Acquisition Advisors
Proper exit planning causes less deals to fall through at the last minute. Connect with CEPAs to build your healthy deal flow network.
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Commercial Lenders
One of the best relationships a business owner makes is with their banker. How can you help your corporate clients think about the future and ensure financial continuity? Answer: exit planning.
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Family Business Advisors
More than 50% of lower middle market business owners would prefer to transition to the next generation. Help them succeed with exit planning strategies.
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Other Professional Advisors
Regardless of your unique specialty, there is seat at the exit planning table for you. Learn more at www.EarnCEPA.com.
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Private Business Owners
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Members of Family Business Boards
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Professional Advisors
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Business Consultants
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Other Business Professionals
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Business Owners
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Business Owners & Their Trusted Advisors
EXIT PLANNING IS GOOD BUSINESS STRATEGY
The Exit Planning Institute, provides Financial Advisors, Accountants, Consultants, and other advisors of business owners with the critical education to differentiate themselves and add value to their existing client relationships through a credential, conference, courses, and content. Download the CEPA brochure for more information.
ABOUT THE PRESENTER
John Perlinger is a Canadian entrepreneur, advisor, and father of four. After working for years as an advisor focused on group insurance, he took on the challenge of founding his own software company, gaining valuable entrepreneurial insights along the way. Now, he applies his experience at PersistIQ, helping others grow their businesses. When he's not at work, John is dedicated to family life and enjoys coaching his son’s baseball and hockey teams.