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Developing Business in the Professional Services Industry

Provider: Becker Professional Education

Length: 109

Management Services 2 CPE Credits Basic QAS self study

This course will be an overview of:

  • The values and beliefs required to effectively develop new business.
  • Process and tools for strategically building a network.
  • The planned account development (PAD) process including industry and company analysis, opportunity identification, and pursuit planning. 
  • The client discussion process (CDP) and key skills.
  • Opportunity follow-up including debrief, next steps planning, and communication.

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