FREE TOOLS

Proposal Tracker Spreadsheet
This very simple spreadsheet can be used to monitor and track proposals, RFP receipt (and response time) and proposal wins/losses. Download Excel

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Timecode Recommendations for Marketing & Marketer Activities
Make reporting easy and quick. If your firm tracks time (We side with Ron Baker on trashing timesheets, but that's another discussion) then consider using codes like these. Download PDF

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How to Speak "CPA" for Marketers
Marketers who've come from outside of the CPA profession can find some excellent advice in this three-page document. Download PDF

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Would You Like Fries With That?
An alternative to cross-selling, try "up-selling" using techniques that helped McDonald's leverage 16 year-old cashiers to add 40% to their revenues with a single sentence. Michelle Golden and Mike Platt have converted the concept to professional service firms and presented their work at the Association for Accounting Marketing Summit in June 2005.

Their article describes their theory and application (appeared in May 2005 issue of AAM's publication, MarkeTrends). Download PDF

Their 6-page supplemental document (session handouts) elaborates on the article. We'll be happy to talkwith you "gratis" about these concepts if you have questions. Download PDF

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