Practitioner’s Toolkit

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Practitioner's Toolkit

The Peer Review Practitioner's Toolkit provides samples and guidelines for you, as a new or experienced peer reviewer, to use to promote your peer review services and develop your practice:

Marketing Peer Review Services Prospect Q&A - provides answers to several questions that your peer review prospects may have.
Introduction Letter to Prospect Firms - provides a guideline for reaching out and informing your network of CPA colleagues and prospects about your peer review practice and asks them for consideration when their firm engages a new reviewer.
Top Marketing and Sales Ideas - provides potential marketing and sales strategies and tactics that can be implemented to help grow your peer review practice.
Pipeline Tool - provides a mechanism to help in tracking and following-up with potential prospects, especially given the long “lead cycle” between reviews.
Internal Positioning Document - provides answers to several anticipated questions that decision makers inside your firm may have about developing a peer review practice and is designed to help you generate internal commitment to, and support for, a peer review practice.

In addition, you can use the Practice Management Toolkit.

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Peer Review Pipeline Tool

Sample Report : Download a tracking tool to use when talking to and working with prospective peer review clients.
Published on December 09, 2011

Marketing Peer Review Services Position Document (external)

Toolkit : FAQs: Download a document with questions and answers that potential peer review clients might ask.
Published on December 09, 2011

Introduction Letter from a Peer Reviewer

Sample Letter : Download an editable letter to send to prospective peer review clients.
Published on December 08, 2011

Marketing Peer Review to your Firm Positioning Document

Toolkit : Tips for how to market peer review as a line of business for your firm.
Published on December 08, 2011

Practitioners Toolkit

Toolkit : The Peer Review Practitioner's Toolkit provides samples and guidelines for you, as a new or experienced peer reviewer, to use to promote your peer review services and develop your practice: Marketing Peer Review Services Prospect Q&A - pr
Published on February 15, 2011

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