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Essential Core Concepts - Review

What situation does NCI recommend direct mail?

A targeted list with a letter to new business owner in the area.

A targeted list with a brochure to existing business owners.

A targeted list with a postcard to new home owners.

NCI never recommends direct mail.

When is it appropriate for an accountant to hold a free informational seminar?

To attract new clients, by offering free tips and free food.

To cross sell existing clients with a new service you offer.

Both.

Neither.

What are the three successful aspects to any marketing plan?

Right Product, Right Price, Delivery System

Right Product, Right Price, Referral System

Right Price, Right Team, Right Sales Script

Right Plan, Right Product, Right Billing System

When is the perfect time to ask for a referral?

After you just signed them up as a client.

After they've been a client for 3 months

After you just helped them out with a huge problem.

After an email telling them about your referral incentives.

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