Cross-selling: Need to contact clients?

Without doubt, lack of time is the constant companion of practitioners. We all know the issues that are likely to cause problems for clients, it is another matter to make space to provide clients with accessible information on these key issues and kick-start a conversation that will conclude with new advice given.

The pundits are constantly reminding us that selling to existing customers is so much easier than converting new customers. We have done the hard work, why not capitalise on this relationship and cross-sell more services.

The Landmark tax library is brim full with booklets and other copy to make your approaches to clients that much easier. Topics covered include:

  • Tax planning for 2017-18
  • Making Tax Digital
  • Business status planning
  • Company profit extraction planning

Additionally, we have added material that you could use in your approaches to new client prospects:

  • 20 questions – explains how you can help solve a range of basic problem that many smaller businesses will face.
  • What HMRC won’t tell you about your tax – promotes the value and need for professional advice

As a bonus, we have also included a bunch of tax and business development calculators…

You can access all this material now for an annual subscription – updated every year, and new material will be added as opportunities occur. Follow this link for more information.


Bob Edwards

Bob has been working with practices across the UK offering novel ways to improve cross-sales and increase new client acquisitions. He is also interested in "step changes" in legislation that offer challenges, and therefore opportunities, for practitioners to provide new recurring and one-off support services to clients.

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