Ready to win

New Business?

Find out everything you need to know to win new business and increase your existing ones on this page.

From coffee meetings to LinkedIn, running your own webinar, getting referrals, networking online and in person. Marketing and business development can’t be neglected if you’re serious about growing your accountancy practice.

Check out our articles and free resources to download below on how to find time for business development, even when you’re flat out with your existing clients.

Resources to help you win more of the right clients

Linkedin 50+ content ideas

Is your firm losing out on leads from LinkedIn?

Use our 50+ ideas for great content to share on LinkedIn to make sure your firm generates regular leads to high quality clients via LinkedIn.

Linkedin self-assessment

Stop your firm losing out on leads from LinkedIn!

Use our LinkedIn Self Assessment to pinpoint exactly what your firm needs to change in order to switch on a flood of high quality leads via LinkedIn.

Linkedin conversation starters

Stuck for what to say on LinkedIn?

Use our cut and paste conversation starters to speed up the process of turning prospects into connections and then clients via LinkedIn

Marketing Plan

Need to create your firm’s marketing plan but not sure where to start?

Download our free guide to creating a marketing plan. The guide includes a template to help even the most reluctant business developer to win business for their practice.

Sales process flow chart

Losing leads? Struggling to convert hot prospects? Or wasting time on tyrekickers going nowhere?

Download our free SALES PROCESS MAP to make sure you never waste time on a tyre kicker and never leave business on the table.

Content plan template

Is your firm’s content marketing haphazard? Non-existent? Losing your firm leads?

Use the exact same template we use with our members to help them plan their marketing content, to make sure your firm is sharing the right content at the right time via the right channel.

Website checklist

Is your firm’s website losing you business?

Download our FREE 100+ point website checklist to comprehensively evaluate how you need to change your website to switch on a regular supply of high quality leads.

Client persona template

Struggling to attract the right type of clients?

Download our free client persona template. Use this template to focus all of your marketing and communications to attract the right type of clients and new business.

Script to warm up old prospects

Need to warm up some old prospects?

Use the exact same script our members use to get in touch with old prospects and turn them into clients of the firm…

What our members say about us

Are you struggling to win new business?

TAKE OUR FREE ASSESSMENT TO PINPOINT EXACTLY WHAT YOUR NEED TO CHANGE TO RESTART THE GROWTH OF YOUR FIRM.

Answer the questions and we’ll send you a personalised report to show you the areas you need to focus on to grow and scale your practice – the low stress way. Our assessment has been tried and tested by 100s of owners of small accountancy, fractional FD, bookkeeping and tax firms.

In the assessment you’ll look at the 11 key areas that will make or break the growth of your firm.

3 of those areas are focused on helping you unlock a stream of new business wins:

  • Being known for something
  • Account management
  • Business Development Habit

This is an in-depth and thorough assessment… so pop the kettle on, grab a hot drink before you get started.

Yes, it’s a little intense… but isn’t anything worth doing, worth doing properly? And if the answers were easy to find, you’d have found them already!

This Assessment has been designed to show small accountancy/bookkeeping/tax/Portfolio FD firm owners who want to grow and scale their practice their blind spots and provide instant, actionable steps on how to improve.

  • It takes 15-20 minutes
  • It’s completely free
  • Receive customised results instantly

Winning new business articles & tips

What the club can help you with

Click on the individual images below for curated articles, free resources and inspiration
to help you with your specific challenge to grow and scale your firm. inspiration to help you
with your specific challenge to grow your firm.