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:
Clarity Marketing Email - provides an email template for reviewers to send to their peer review clients discussing the clarified auditing standards and ways that the reviewer may help the firm. Reviewers should tailor the email to match their 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.
In addition, you can use the Practice Management Toolkit.
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