How to successfully sell business growth services to new and existing clients (On Demand)


This webinar will look at how to successfully promote business growth services to both new and existing clients.

For any sized firm or practice, if you have tried to promote beyond compliance but it has not worked (or you want it to work better), this strategic look at why such plans fail and how to recreate them to succeed will put you on the right path. While the concepts are simple, they apply to all levels and will yield easy to understand and action ideas that will suit most situations.

Mainly focused on accounting practices, the ideas also apply to promoting any additional services into new or existing clients in any professional services firm.


  • Discovery around why previous efforts to cross and up sell services have not worked and how to modify marketing and promotional/sales activity.
  • How to attract new clients to additional services.
  • How to reposition yourself in your existing clients minds to make additional services a real option to consider.
  • Understand why clients will buy when they have not done so before.


Accounting and other professional service firms, of all levels, that want more cross and up sells.


27 October 2016


Bill James, MD, 3 Piece Sales




1.25 CPD hours

  • On Demand event
    Complete online in your own time (Self-paced)
    • $180.00 excl. GST

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Our webinars operate on a 'one-connection-one-fee' basis so you can have your whole team participate for one cost effective price and claim CPD points.

Sole practitioners

A discount on webinars is available for sole practitioners. Please contact us at NZ‑ to confirm eligibility.