Matt VaadiCEO at guHRoo | We help small businesses build HR growth infrastructure (People + Tech + Benefits)

The Importance of Staying Top of Mind

Name: The Importance of Staying Top of Mind
Uploaded: 2023-08-25T15:00:12+00:00
Duration: 54 s
Channel: Matt Vaadi
Description: In this segment, Matt Vaadi emphasizes the need for sales and referral professionals—especially those targeting CPAs—to stay top of mind with their…

25 Aug 2023 · 1 min

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In this segment, Matt Vaadi emphasizes the need for sales and referral professionals—especially those targeting CPAs—to stay top of mind with their prospects. He outlines an ideal cadence of frequent, personal touches (e.g., visiting CPAs every few days, using small talk and tokens like cookies) and acknowledges that many teams lack the bandwidth to maintain a dedicated CPA‑centric rep. Consequently, he advises reallocating effort toward referral partners first, and for solo owners, integrating top‑of‑mind activities into their regular schedule to consistently provide value and remain visible.

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And so we went back early on here. We talked about the, you know, the ADP reps coming by every 4 days. If I'm a CPA-centric rep, I mean, I'm trying to see these folks every week, every other week, all the CPAs in my territory. I'm trying to stay top of mind. I got the cookies, I got the small talk, all that fun stuff. That's great. And that definitely works. But I'm guessing most of the people on this call or listening in here don't have the bandwidth to have a CPA PA-centric rep. So even if you've got reps in turf, awesome, if you can kind of spill them loose into referral partners first and foremost, which I highly suggest. Um, but also even if you're just a solo owner and you're trying to develop more business, you need to work this into your schedule. You need to find a way to stay top of mind and provide value at the same