BD1

Team business development training

Please answer the following questions about the firm. They are designed to start you thinking about the business and what we do. The idea is to then have you use the learning from the training to use on your clients.
What is the core product or service at Jewell Moore? What sets us apart from every other accounting or consulting firm—what is our “insanely great” vision for our clients?
How are we currently generating revenue - what are our main offers and packages? Is our pricing structured for value or volume? What’s our biggest bottleneck to scaling income right now?
Who is our smallest viable audience, and what do they care about? How do clients find us today, and what story do they tell themselves when choosing Jewell Moore over the alternatives?
What are the toughest leadership, culture, or vulnerability challenges we face? Are there places you hesitate to take risks or let clients “see behind the curtain”?
Why does Jewell Moore exist beyond numbers and compliance? What is the deeper ‘why’ that drives the business, and does our team and clients truly resonate with it?