• Build and clean lists of prospective clients from company data and business signals
• Cold outreach by phone, email and LinkedIn, with structured follow-up
• Run discovery calls to understand what a business needs and match it to the right service
• Manage the full sales process from initial contact through to closing, including objections, pricing, and sign-off
• Test new ways of finding leads: introducers, business networks, events, online channels
• Keep prospect and pipeline data accurate in the CRM and track conversion
• Later in the programme: attend industry events and trade shows, visit accountancy practices, and demonstrate Lucibook software as part of our software sales team

This qualification as a blended learning programme which includes both physical and virtual classrooms, eLearning modules, skills development activities, on the job training and most importantly one-to-one coaching and support on a monthly basis from a development coach.

Sadler & Frost is an accountancy and company secretarial practice in Wokingham. Company formations, year-end accounts, VAT, payroll, bookkeeping — the work every small business needs and most business owners dread. It sells well and our systems handle volume, so there's no ceiling on how many clients we can take.

Clients arrive by referral and word of mouth. Nobody has ever picked up the phone and gone hunting.
That's where you start. Where you finish is Lucibook.

The bigger prize is Lucibook, our sister company. It's cloud accounting software with a built-in reconciliation engine, and we're building a sales team around it — trade shows, industry events, visiting practices, bigger deals. You move onto that side once you properly understand accountancy, because you can't sell software to accountants until you know what accountants actually do.
That takes months, not weeks, and there's no shortcut. But it's the plan, it's why this role exists in this shape, and it's the reason to take it over a straight telesales job paying the same.