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How do you structure your proposals and are they an important sales tool? – Hear from fellow members!

1st February 2021

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Our next Member Marketing Zoom Call takes place on Thursday 4 February at the usual time of 11:30 AM EST / 4:30 PM GMT. We had 40 members from 13 countries attend our last call – we hope you can join us!

Topic

How Do You Structure Your Proposals And Are They An Important Sales Tool? – Hear From Fellow Members!

During this call, we will do a “zoom walk-around” to give Members of the Group an opportunity to share examples of proposal and tender documentation, presentation formats, learnings and best practices, and experiences.

What do your Proposal and Tender documents contain?

  • Does the visual look and presentation enhance the end result?
  • Should it be a marketing and sales document more than a communication of terms?
  • Are they winning your Firm new business?
  • How can you improve?

We encourage you to bring along an example of a Proposal, Tender documentation or Engagement letter from your Firm, share your experiences, ask questions and learn from each other!

YOU’RE INVITED TO JOIN US

Thursday 04 February 2021

at the usual time of 11:30 AM EST / 4:30 PM GMT


For the Zoom link and password please contact Maxine Brock at maxine.brock@mgiworld.com

If you are responsible for Marketing, Communications or Business Development within your Firm and you are interested in sharing your ideas and experiences on all aspects of marketing and hearing how other MGI Worldwide and CPAAI member firms are communicating with their clients and what strategies they are using, then you will gain a lot of value from joining our lively and open conversations.

SAVE THE DATES!

MGI Worldwide with CPAAI is a top 20 ranked global accounting network and association with almost 10,000 independent auditors, accountants and tax experts in some 460 locations in over 100 countries around the world.

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