You’ve just bumped into one of your appropriate clients at a networking event, who you can not use met before. You speechless since you’ve wanted to work with this human for month (if no years) and here they room standing in front of you. When you reach out to present yourself and also they ask girlfriend what friend do, you frozen up ~ above THE SPOT. You can’t organize your thoughts quick enough to provide them your elevator pitch.

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Before you understand it, who else has walked into your conversation and also your possibility to really connect with her ideal customer has passed.

Have you ever before experienced this sort of case before?

I job-related with a lot of of audit professionals, and also so numerous don’t know exactly how to quickly define their business and what they perform without flubbing up.

This is exactly why I think having a pre-written and practiced “Brand Shake” (my term because that the elevator pitch) prepared is one of the most efficient ways to construct your network of ideal clients you truly want to assist and serve.

When you walk out and also network, you want to know precisely how to speak to world so that you can lure the ideal clients to thrive an abundant accounting firm.

If someone has a problem and also you have the equipment to aid them, but you don’t have actually a prepared Brand Shake ready to enroll them into your solution, climate you’re actually doing these individuals and yourself a disservice.

When who asks me what ns do, i share openly and also to the point because I understand that ns help bookkeeping professionals learn how to offer with confidence and also without gift pushy. And my score is to help as numerous accountants, CPAs and also enrolled agents as possible really change their audit practices into what they important want and also be paid top dollar for transporting their solutions and knowledge to their clients.

I truly believe that if you have actually the equipment to help your clients accomplish their goals and also dreams, be it saving money in taxes, conserving money in their business, or helping them produce a bigger cash circulation in their business, they worthy to hear what the is friend do.

Here are my 5 actions for accountants to create an compensation winning elevator pitch, aka Brand Shake!

1. Know the structure of her Pitch: What do you do, and why perform you do it?

In order come create any type of sort that elevator pitch, the is imperative to know precisely what you do and also why you execute it.

I have probably talked with a pair hundred different audit professionals in the last 12 months and every one of you have a deep enthusiasm for helping her clients, i m sorry is wonderful! yet there are many of you that (before you take my audit masterclass) have NO idea what your an individual mission is behind her business.

In order to produce a Brand shake that works for you and truly speaks to what you do, you want to make certain that you room representing your very own brand.

This whole process isn’t about making money. This is about helping world with your distinct knowledge. Together an accountancy professional, you have a certain knowledge the most human being don’t have, and also those world really do require YOU.

Today ns was speaking with a new CPA around who the was concentrating on as his appropriate clients. He educated me the he is yes, really passionate about helping organization owners. The likes that he can assist them through their company returns, v their financial planning and also he can control their monthly expenses.

He shared with me that he would much rather occupational with just a few businesses fairly than one hundreds individual people.

He really knows who he want to serve, which helped him create an reliable Brand Shake the spoke to his ideal client.

2. Recognize Your right Client

This step deserve to help set you personally from other accountants all over you go. First, understand who your ideal customer is, climate really understand the trouble that you trying to assist these right clients solve.

You room the expert problem-solver because that them!

Once you understand what problems you solve, you need to understand what your clients desire to accomplish and end with the question, “Do you know anyone I could help?”

What I want to encourage each of you to carry out is compose out that you think you desire to serve.

I was talk with one of The key Queen interns around how crucial it is to choose a niche and also then niche down simply a bit more. Trust me, you carry out not want to start taking top top each and every client that comes her way.

My intern no an accountant, yet she is one aspiring businessman who wants to start an online garments store. Ns told her she needs to think about what clients she desires to attract before she jumps into any kind of sort of business.

These are the concerns you have to ask yourself together you select your niche to ensure she working with your dream clients.

One of mine students loves to help clients with their payroll and also 401K needs. He desires to be the hub and spoke, which method he desires to have actually a solution for the totality package of any new business client that he bring on. He doesn’t want his future to need to look almost everywhere else because that their audit and internal company needs.

Knowing who your ideal client is have the right to save friend a substantial hassle of having actually to fire clients down the road as soon as you realize they no what friend were looking for or you gain too busy v the right clients who room paying you top dollar for her services.

3. Know Who to pitch to

I can’t tell friend how plenty of times I’ve seen someone make a elevator pitch about their business to someone who doesn’t require anything they’re offering. It’s a waste of time because that both people involved.

What if the accountant I simply mentioned that likes to job-related with organization owners went to pitch his solutions at a place where they had zero company owners? that the individuals he was pitching to were just a bunch of students, or people with 9 to 5 jobs and also only had actually a W-2?

This most likely isn’t the best place to build relationships with people who will fill your firm with ideal clients. Nobody of these individuals are your ideal client, so don’t waste her time by pitching come them.

Here’s what I desire you to do: do a perform of 5 people, niches or industries you would want to make your elevator key to. Act this will help create the trust to pitch to your right clients.

This goes back to step 2, but by understanding who her ideal client is, you have the right to know particularly who to key to and also where you could possibly be meeting your best clients.

I had a client who was handling this type of instance recently. She had actually a client that she’d to be working through for a really long time who remained in the construction business industry.

She really want to assist him, however he was not her ideal client. She deals mostly with actual estate investor so ns asked she why she to be spending time focused on a construction client. She really didn’t have solution other 보다 wanting to assist him.

But here’s the cold hard fact….

You won’t be maybe to help anyone if you’re anywhere the place and also have no specialization.

I desire to tension how important it is to really focus and pitch only to those that you really want to work-related with and also serve.

4. Practice Makes Perfect.

You do your first impression in ~ the an initial six secs of conference someone, so practice counts.

Don’t just write out your Brand Shake and plan to simply practice it once you gain to the event. NO!

Write out your Brand shiver (using the layout below) and also then exercise it at the very least ten time a day prior to you walk to any kind of event. I promise it will certainly make a large difference!

When practicing, consider recording yourself so that you can see your body posture and also don’t enable yourself come be also slouched. Also, hear to your tone to ensure it remains continuous throughout your Brand Shake. And also finally, be sure to project confidence in your voice.

Taking the moment to exercise will easily assist you master the elevator pitch and flow with confidence at your following event.

5. Follow-up.

This is exactly where I watch a many mistakes happen. Civilization forget to follow-up and they leaving potential sales top top the table.

I encourage girlfriend to compose down her prospects’ numbers, email addresses, and any other call information you can get, and also then within at some point email them to make sure they mental you.

It would even be a an excellent idea come send them your elevator key in her email, for this reason they remember who you are.

The whole suggest of doing the monitor up is to build a relationship with this potential client. Who knows when it can lead to a brand-new client!

Every networking chance is a opportunity to construct a connection that can lead come a sale.

When a organization relationship is solid and you have a strong foundation of rapport with a brand-new client, human being are more likely to buy indigenous you.

**Bonus Tip!**

When going come in-person networking events and also chatting v potential leads, ask them if you could take a photograph with them.

As few of you might know, I also host a podcast called Success Unfiltered where I’m always looking for entrepreneurs who have dealt with NO’s and also rejections and have get over them to obtain to their variation of success.

When ns go to events where I have actually the possibility to chat and also start building relationships, okay ask civilization for your email, your phone number and if I can have a photo with them.

When I email them the next day, I’ll email them a copy that the photograph so the they have the right to truly remember who I am!

This tiny step has collection me except SO many people. It has enabled me come interview some exceptional entrepreneurs, from civilization like Mel Robbins, to Justin native Justin’s nut Butter, and many more.

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Doing this is unique and also will aid your possibility remember who you are. To trust me, you desire to it is in memorable!

How to compose a Brand shake (aka Elevator Pitch)

1. Decide that your ideal client is.2. Understand the trouble that you room going to aid them solve. (Remember you want to be the skilled problem-solver for your client.)3. Recognize what that is that your clients really desire to achieve.4. Finish with the question: execute you understand anyone I can help?

Here’s an instance for a CPA or an Accountant:

What I execute is present medium business owners exactly how to save money in their service right now, if they have a business in between $2M come $3M in revenue, so that they have the right to create much better structures and systems in their service to save the money in the service instead of sending checks out to the IRS. Carry out you understand anyone I might help?

If she curious what mine sounds like, here’s what ns say when sharing what I do with CPAs or Accountants:

I assist mission-driven accountants, CPAs, EAs, & bookkeepers who have been in business at least two to three years really find out to sell with confidence and also come from a ar of business to market their high value solutions to their clients without feeling sleazy, pushy or desperate, and also really get the to trust to deliver that in their post so the they have the right to increase your sales conversations to at some point increase their revenue. Carry out you understand anyone that I can help?

In Conclusion

I know plenty of of you can struggle to make relationships at networking events, however if you create out your business’ Brand Shake, starting conversations with potential prospects will certainly be lot easier.