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On today's episode of CAS Minute, we discuss the power of creating a streamlined sales pipeline for your CAS practice. We cover the key stages of an effective pipeline, from lead generation to post-sale follow-up, and provide strategies to optimize each stage. You'll learn how to use CRM tools to manage the pipeline, track important sales metrics, and continuously improve your sales process for better conversion rates and client satisfaction.

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Full Send | Accounting & Data

LinkedIn: Roman Villard, CPA
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YouTube: Full Send - Accounting & Data
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