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
Top_Marketing_and_Sales_Ideas.doc
Toolkit :
"A collection of potential marketing strategies and tactics that you can undertake to grow your firm?s peer review practice. You may have already implemented some of these ideas, while others may not fit with your firm?s overall positioning or marketing culture. "
Published on August 20, 2007
Pipeline
Toolkit :
This Pipeline Tool provides a mechanism to help members in tracking and following-up with potential prospects. The tool is useful, especially given the long ""lead cycle"" between reviews.
Published on August 20, 2007
Marketing Peer Review Services Position Document (external)
Toolkit :
The AICPA Peer Review Program provides participants a number of benefits. Read anticipated prospect questions and answers about the AICPA Peer Review Program and learn more about the benefits of participating.
Published on August 20, 2007
Introduction Letter
Toolkit :
A guideline for reaching out to your network of CPA colleagues and prospects and can be used in hard-copy or email format. The letter can be personalized based upon your intended audience and the unique qualities of your firm.
Published on August 20, 2007
Marketing Peer Review to your Firm Positioning Document
Toolkit :
"Access answers to several anticipated questions that decision makers inside your firm may have about your peer review practice. Consider using the ideas contained in this document to generate internal commitment to, and support for, your peer review practice. "
Published on August 20, 2007