The Rainmaker Consulting Group provides the following marketing and consulting services to accounting firms:
A comprehensive polling of an accounting firm’s clientele, the Rainmaker Client Loyalty Survey, represents an important tool in your firm’s overall marketing and client-relations program. Tailored around your firm’s unique needs, the Client Loyalty Survey typically elicits feedback on whether your clients are at-risk, how your service can be improved, responsiveness, billing and pricing issues, competitive position, overall quality, overall value provided and anticipated future accounting needs. This survey can be a tool to guide your firm to a culture of organizational improvement as well as reduce client attrition. Every time a Client Loyalty Survey is performed, an at-risk client is realized. This service will give you a proactive chance to turn this relationship around. This is a must-have service for firms who are serious about keeping their best clients.
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A comprehensive polling of an accounting firm’s most important asset?\ its people, the Rainmaker Employee Loyalty Survey represents an important tool in your firm’s overall retention and recruiting efforts. The Rainmaker Consulting Group will personally interview your employees in order to ascertain overall satisfaction and get constructive feedback for the partners. By surveying your staff, you are making an investment in your firm. The Rainmaker Consultants have extensive experience in interviewing staff members and determining areas of differentiation and strength. The report that we generate can be used as a road map for improvement in retention and recruiting efforts. This is a must have service for firms who are determined to make a “Best Places to Work” list or award.
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Image matters. The quality of your marketing materials speaks volumes about your firm. We offer assistance in the copy and design of marketing and presentation materials for your firm. The Rainmaker Consulting Group can provide a complete firm-wide Branding Campaign or can revamp your existing materials. The Rainmaker Consulting Group has aligned with strategic partners with expertise in graphic design, printing and publishing.
Some Examples:
- Marketing Materials- Individual Sales Brochures, Firm-Wide Overview, Referral Source Directory
- Firm logo, taglines, color scheme
- Letterhead, envelopes, business cards
- Newsletters
- Proposals
- Biographies
- Telephone On-Hold Scripting
- Web site design
- Testimonial generation
- Advertising and Recruiting Campaigns
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Do you want to get in front of interested and qualified prospects? A common challenge that accounting firms face is maintaining a constant stream of appointments with prospects. The Permission Marketing Campaign puts you face-to-face with highly qualified and interested prospects on a regular, on-going basis. Designed to meet the needs of rapidly growing accounting firms that require extensive exposure to — and personal interaction with — their target market, Permission Marketing constitutes a full concept-to-close process for growing your practice.
Permission Marketing communicates with prospective clients in a manner commensurate with the sophistication of business decision makers and influencers. The campaign helps your firm grow with better clients, not just more clients.
The Permission Marketing Campaign is a 12-step selling technique. This process is based on prospect permission granted to continue communication at each level beyond the initial contact. The Rainmaker Consulting Group will help you determine who your best target prospects are, as well as which niche to target. We then assist in the selection and composition of marketing materials that will be used in the campaign according to your niche.
Our team of professionals will support you in the entire process from the initial prospect contact through the relationship-building process. The Rainmaker Consulting Group will educate your team on the entire process and provide training for the prospect meetings. As part of the campaign, we also provide coaching and consulting support on an on-going basis throughout the campaign to ensure that your firm keeps moving in the right direction. The Rainmaker Consulting Group will track your firm’s progress monthly and report the results to your team.
Successfully executed, the Permission Marketing Campaign helps your firm grow by:
- Differentiating your firm from the competition
- Communicating with every qualified prospect in your target area
- Continually filling your sales funnel
- Delivering proven results
The Rainmaker Consulting Group has a proven track record of great success with firms of various sizes, locations and industry niches. The Permission Marketing Campaign combines your desire to grow your practice and acquire the best clients with the skills and expertise of The Rainmaker Consulting Group professionals.
Do you want to know where your firm stands so that you can create a better plan for improvement and growth? The Rainmaker Consulting Group offers a Strategic Assessment of your firm in order to get an in-depth view of the ins and outs of the firm. The Strategic Assessment is the first step in the Marketing and Strategic Partner Relationships. The assessment process includes:
- Review of the firm’s financial data over the past three years
- Comparison of financial data with industry benchmarking statistics
- Interviews of your personnel to determine the following: firm strengths and weaknesses, client service improvement areas, perceived opportunities, goals, training and development needs, recruiting options and a variety of additional feedback
- Evaluation of current programs and incentives
- Evaluation of existing marketing materials
- Evaluation of local market and competition
- Interviews with current and past clients
When the assessment is completed, we will present your firm with a written Strategic Assessment report with recommendations for improvement.
The Strategic Assessment report includes:
- An internal and external analysis of your firm
- SWOT analysis
- Goals
- Recommendations
- Anticipated results
The findings from the assessment can then be used for future firm planning. Upon completion of the assessment, we can then develop a marketing or strategic plan.
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Rainmaker Consulting professionals have conducted and facilitated executive advances for over 25 years— achieving great success for our clients. Your perceived needs, along with our input, will determine the agenda for obtaining the best results for your firm. A Partner Advance helps you accomplish many objectives including the following:
- Strategic Planning
- Strengthening of your firm’s overall strategy
- Assure that your structure, systems and staffing are in alignment with your strategy
- Improve communication among the partners
- Improve your commitment to action
- Training for partners and staff
Have you lost a client and want to know why? Do you want to know how to avoid losing other clients and if you are able to get the client back? The Rainmaker Consulting Group offers a Lost-Client Analysis with the goal of improving client retention and overall firm service. Our consultants will interview your firm’s past client to gather a strong sense of what really occurred and then deliver a report which outlines areas for improvement. Our Lost-Client Analysis will determine key components of your service delivery that can be improved to increase client retention.
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Winning and losing proposals is part of the game. Winners take the time to understand why they lost. Professionals that take action based on an understanding of their strengths and weaknesses win more proposals. Our Lost-Proposal Analysis will determine key components of what you did well and what you can improve on in the sales and proposal process. Also, our consultants will look over your proposal and give you feedback on how it can be improved.
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The Rainmaker Consulting Group provides merger and acquisition assistance to accounting firms of all sizes and locations. Our consultants provide an objective viewpoint and offer assistance with locating and evaluating merger and acquisition candidates, as well as reasons for or against a merger or acquisition. We assess the situation and develop a strategy for action and transition. Our Strategic Assessment and Survey services provide an instrumental piece to assist this process in due diligence.
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The Partner Compensation model affects the firm’s progress, growth, direction and succession. The Rainmaker Consulting Group will perform a Partner Compensation Study of your firm and present a report with recommendations on a system of compensation that ultimately supports the firm’s goals. It doesn’t end there though. The Rainmaker Consulting Group can then partner with your firm to assure the recommendations from the Partner Compensation Report are carried out and the firm’s goals are achieved.
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Our experienced Rainmaker Consultants are available for speaking engagements on topics relating to business development, practice management, firm culture, communication, strategic planning, accountability, recruiting and retention, as well as many other subjects specific to the public accounting industry. If you need a speaker for a meeting or event, please contact us.
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The Rainmaker Consulting Group provides in-house trainings for your partners and team members through The Rainmaker Academy® programs. Our best-known training is Five Star Client Service. We can work with your firm to determine which training is right for your firm. You can also combine a one-day training with a Partner Advance as an option.
Five Star Client Service I: Internal
This program focuses primarily on your internal staff?\ teaching the concept that you cannot provide excellent external service if you do not first practice excellent internal service. The orientation and training program is an eight hour session attended by your entire firm ?\ receptionist to partners. Your training day will consist of a combination of lectures, practical applications and practice exercises to teach and reinforce the concepts of Five Star client service.
The Five Star Client Service System incorporates the seven principles and procedures that Five Star hotels and restaurants use to achieve high-quality service. After learning all seven steps, your staff will systematically and consistently follow them, leaving nothing to individual interpretation. When a team of professionals implement Five Star Client Service, targeted teamwork and fully integrated process involvement are the invaluable results. Not only will the Five Star Service System help your firm build loyalty and trust with your clients, helping deter client loss to competitors, but you will also immediately receive numerous and invaluable in-house benefits.
Additional Recommended Trainings
- Five Star Client Service II: External
- Referral Source Development
- Personal Selling Skills
- Market Pricing
- Marketing Skills for Accountants and Consultants
- Cross-Selling Skills
- Team Selling
- Listening and Probing Skills
- Target Selling
- Additional trainings also available. Call for a complete listing of our trainings.
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