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  J. Carlton Collins, CPA Accounting Software Advisor, LLC
Geni Whitehouse, CPA



Carlton’s Successful Reseller Secret # 9
100 Ideas
By. J. Carlton Collins, CPA

There are numerous hints, trips, and ideas to make your consulting firm more successful, I've listed a few of them here, and I've assigned them to different categories as well. Check the list and see how well you are doing.

  Strategic Relationships Sales & Marketing Support Training Facilities Resources & Equipment Image People Billing Rates Existing Customer Base
1 Attend the annual reseller conference 1     1       1    
2 Have lunch with your past customers once a year   1 1       1     1
3 Ask customers to complete a survey rating your firm's services             1     1
4 Send everyone to training every year       1       1    
5 Conduct a continuous marketing campaign   1         1      
6 Hire a full time marketing person (attractive)   1         1      
7 Yellow page advertisement   1         1      
8 Build relationship with local newspaper and television, be quoted as an expert   1         1      
9 Hold seminars   1               1
10 Publish articles   1         1 1    
11 Place ads in newspaper   1                
12 Develop relationships with CPAs 1   1       1     1
13 Develop relationships with local computer vendor 1       1 1 1     1
14 Meet one on one with vendor's management 1                  
15 Get to work early     1         1    
16 Voice mail   1 1       1 1    
17 Live receptionist   1 1       1      
18 Dedicated telephone support person     1       1      
19 Provide sales reps with fast demonstration computers   1       1        
20 Provide sales reps with high quality projection systems   1       1        
21 Support multiple products, including 1 entry level product             1      
22 Luncheon meetings   1         1 1    
23 Informative web site   1 1              
24 Public speaking   1           1    
25 Radio spots   1         1      
26 Television spots   1         1      
27 Company Logo   1         1      
28 High grade business cards   1         1      
29 Pamphlet on your firm   1         1      
30 Motivate your people             1 1    
31 Telemarketing   1                
32 Budget - 5% of revenue   1                
33 Targeted marketing   1                
34 Industry marketing   1                
35 Get involved in an organization   1           1    
36 Marketing Alliance (computer dealer, CPA, LAN technician, etc) 1     1 1          
37 Pay commissions 1 1                
38 Accounting Software Advisor Leads   1         1      
39 Pre-Meeting Homework   1         1 1    
40 Fire bad clients                   1
41 Pre-qualify clients before accepting                   1
42 Proposal letters should have empathy, benefits to company, promises of attention   1         1   1  
43 Press releases (local papers, magazines, newsletters, etc)   1         1 1    
44 Newsletter   1 1 1     1      
45 Database of standard letters (templates)   1 1              
46 Track all prospects and progress in a CRM tool   1       1        
47 Good source for mailing lists   1                
48 The right mix of personnel       1       1    
49 Telephone headsets for hands free talking           1        
50 Cellular phones           1        
51 Hit your existing customer base with new products   1               1
52 Golf Outings 1 1         1 1    
53 Chamber of Commerce Alliance 1 1         1 1    
54 Become local computer expert to media   1         1 1    
55 Phone interview before visiting client   1                
56 Print a Lead's web site out, do back ground before meeting   1                
57 Customize the product before demonstrating   1                
58 Get to the decision maker   1                
59 Ask to tour the client's facility first   1                
60 Don't take a computer to first meeting (keep it in the trunk)   1                
61 Find out where referral came from, investigate source as early as possible   1                
62 Try not to come across as a reseller, try to come across as a business partner   1         1 1    
63 Walk away from prospects who see you as a reseller   1         1      
64 Be a Microsoft certified solution provider 1   1 1     1      
65 Have Microsoft engineers on staff     1       1 1    
66 Send your staff to reseller boot camp     1 1       1    
67 Provide a brochure on CD   1         1      
  (Whoops ran out of time, I will add the other ideas next week)                    

 


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