Course Description

Is your firm experiencing scope creep and missing upsell and crossover opportunities?

There are a lot of tools and webinars on how to use AI to help automate. This is a conversation focused on how to use AI to generate more revenue for your firm.  

Every day, your clients share signals through emails, meetings, agreements, and questions that point to new work. Team members are either too busy or inexperienced enough to recognize the opportunities and close them, and we're going to show you how you can build processes in place to make sure you're capturing all the revenue opportunities flowing through your firm.

Join Camden Bean, Founder and CEO of Ping Assistant, to see how CPA and CAS firms are using AI to capture client signals, surface revenue opportunities, and take action. You will learn what data and systems are needed to get started, along with practical guardrails to ensure outputs are reliable.

Through live demonstrations, Camden will show how AI can analyze client communications, identify upsell, cross-sell, and retention opportunities, and generate follow-through assets such as one-pagers and outreach email sequences.

Learning Objectives

• Understand the data and systems needed to begin capturing revenue opportunities
• Identify practical ways to surface and share opportunities across your firm
• Explore how AI can generate follow-through assets such as one-pagers and outreach emails
• Determine next steps and guardrails to ensure outputs are reliable and ready for client use

Prerequisites

• None

Who Should Attend

Managers and firm owners who want to drive more revenue within their teams.