Get Growing with Capstone
Capstone Marketing offers a variety of valuable tools to help you build your practice. From the indispensable “how-to’s” of leadership and client service, to top tips for prospecting and selling, the Capstone Marketing team covers all the essentials for growth and success.
SevenKeys Podcasts and Webcasts
1. Leadership and Management
The key to great leadership? Cultivate it. Learn how to develop and improve the essential skills required for accounting firm leaders in today’s economy.
2. Technology
Where do today’s top tech trends fit in your firm? Learn key technology strategies and best practices to keep your firm high-performing and competitive.
3. Marketing & Business Development
Are you making the most of your marketing budget and programs? Learn how to position and promote your firm to gain and retain the very best clients.
4. Client Service & Satisfaction
Are you wowing your clients with every interaction? Learn how exceptional client service leads to exceptional client satisfaction.
5. Workplace
Is your firm a great place to work? Happy employees create happy clients. Learn the latest trends in recruiting and retention and how to lock in staff loyalty.
6. Learning
Are you growing your people so that they can grow your business? Learn the key to creating a rich learning environment to support the firm’s strategic objectives.
7. Execution
Are you able to drive your strategy all the way through to results? Learn how to avoid common pitfalls and make sure your plans work.
7. All
Ready to dig into the Seven Keys Program? Learn all seven keys to successful CPA firm management in a compressed, 60-minute overview.
Streaming Webcasts of Capstone Sales Series
Get the complete Capstone Sales Series on thumb drive. These three powerful webcasts will help you step up your sales to find the right prospects, sell to the C suite and create persuasive business proposals. Presented by industry experts Jean Caragher, Steve Bistritz and Tom Sant.
Capstone Sales Series Step #1:
Finding the Right Prospects
Jean Caragher, Capstone Marketing
Capstone Sales Series Step #2:
Selling to the C Suite
Steve Bistritz, President, SellXL
Capstone Sales Series Step #3:
Creating Persuasive Business Proposals
Tom Sant, Hyde Park Partners
$225.00 for all three

