What do you take away from the Influence across more business lines course?
Repeatable process for initiating multi-line client conversations led from tax Specific language to position tax as the front door to broader the firm offerings Framework to align compensation and recognition across collaborating teams Internal playbook for structuring cross-practice deal reviews Proven escalation paths to engage advisory and assurance leads early in the sales cycle.
What's included with your purchase?
12 modules with 12 chapters each (144 chapters) Downloadable templates and worked examples for every module Hand-built implementation playbook delivered alongside course access 30-day money-back guarantee.
What does the Influence across more business lines cover on delivery and format?
Format: Text-based modules and chapters in the Art of Service learning environment, plus downloadable templates and worked examples for every chapter, plus the hand-built implementation playbook delivered alongside course access. Time investment: Approximately 3 hours per module, designed for completion over 12 weeks with team application between modules.
How does this compare to the alternatives?
Unlike generic leadership courses or broad 'influence' trainings, this course delivers field-tested playbooks specific to multi-line professional services firms, with direct applicability to tax-led expansion strategies.
What does the Influence across more business lines cover on frequently asked?
Within 24 hours your account in the learning environment is provisioned and the tailored implementation playbook is delivered alongside it.
How is the Influence across more business lines delivered?
The Influence across more business lines is fully self-paced with immediate online access after enrolment. Access does not expire and future updates are included at no cost. A certificate of completion is issued by The Art of Service when you finish.
How much does the Influence across more business lines cost?
The Influence across more business lines is $199 as a one time payment. There is no subscription and no hidden fee. Enrolment carries a 30 day satisfied or refunded guarantee, so it can be assessed in full before you commit.
More answers: what you get with every course, refund policy, all help answers.
A tailored course, built for your situation
Influence across more business lines
How senior practitioners are extending their impact beyond core functions
Who this is for
Senior sales leader in a multi-service professional services firm, operating at the intersection of technical expertise and client acquisition
Who this is not for
Entry-level account managers, individual contributors without cross-team coordination responsibilities, or practitioners focused solely on delivery rather than go-to-market shaping
What you walk away with
- Repeatable process for initiating multi-line client conversations led from tax
- Specific language to position tax as the front door to broader the firm offerings
- Framework to align compensation and recognition across collaborating teams
- Internal playbook for structuring cross-practice deal reviews
- Proven escalation paths to engage advisory and assurance leads early in the sales cycle
The 12 modules (with all 144 chapters)
- Client shift from compliance to integration
- Tax as first touch in transformation deals
- Case: Unbundling legacy contracts
- Identifying expansion triggers
- Mapping client decision layers
- Positioning beyond compliance
- From tax-first to enterprise-wide
- Leveraging regulatory change
- Timing multi-line entry
- Client examples by sector
- Benchmarking deal breadth
- Internal stakeholder inventory
- Cadence without bureaucracy
- Agenda for 45-minute syncs
- Ownership of client outcomes
- Decision rights framework
- Documenting shared wins
- Inclusion criteria by deal size
- Rotation of presenting leads
- Tracking influence growth
- Template: Monthly cross-line review
- Avoiding consensus traps
- Escalation without friction
- Metrics that matter
- Revenue attribution models
- Split recognition frameworks
- Bonus triggers for joint wins
- Credit for lead generation
- Tracking referral velocity
- Internal SLAs between lines
- Dispute resolution path
- Documenting contribution
- Leadership sign-off workflow
- Adjusting for effort variance
- Fairness perception checks
- Pilot program structure
- Opening client conversation
- Linking tax insight to risk
- From tax review to transformation
- Client messaging hierarchy
- Case: Manufacturing client
- Verbatim client responses
- Objection handling flow
- Proof points by industry
- Timing the upsell
- Role of technical specialists
- Building credibility early
- Template: First-meeting script
- Building coalition momentum
- Identifying natural allies
- Low-friction pilot design
- Measuring influence growth
- Gaining buy-in from delivery leads
- Creating shared artifacts
- Public recognition patterns
- Internal communication rhythm
- Documenting cross-line impact
- Reducing coordination cost
- Scaling what works
- Avoiding overreach signals
- Tiering clients by potential
- Identifying integration points
- Mapping decision networks
- Assessing change readiness
- Tax-led expansion criteria
- Client maturity model
- Growth trajectory analysis
- Risk tolerance indicators
- Engagement depth scoring
- Sector-specific triggers
- Client success benchmarks
- Expansion readiness checklist
- Deal initiation workflow
- Roles in joint pursuit
- Client-facing team structure
- Internal communication plan
- Pricing alignment steps
- Proposal integration points
- Approval chain mapping
- Timeline coordination
- Risk assessment integration
- Post-win handover
- Client feedback loop
- Template: Deal playbook
- When to escalate
- Tiered conflict resolution
- Neutral facilitator role
- Documentation standards
- Time-bound response rules
- Leadership escalation criteria
- Transparency protocols
- Feedback to improve process
- Avoiding duplication
- Escalation success metrics
- Template: Escalation log
- Post-mortem review
- Public win attribution
- Internal comms strategy
- Leadership update structure
- Celebrating joint wins
- Credit allocation fairness
- Visibility in firm-wide reports
- Mention in client reviews
- Internal nomination systems
- Storytelling best practices
- Recognition frequency
- Feedback from peers
- Tracking reputation growth
- Regional variance mapping
- Local leadership onboarding
- Translation of materials
- Local legal considerations
- Adoption incentive design
- Pilot rollout sequence
- Feedback collection system
- Regional champion network
- Performance benchmarking
- Adjusting for culture
- Time zone coordination
- Global consistency checks
- Ownership transition plan
- Ongoing review rhythm
- Performance tracking
- Updating playbooks
- Training new members
- Onboarding materials
- Successor identification
- Resource reallocation
- Burnout prevention
- Renewal planning
- Lessons capture
- Iteration cycle
- Influence score components
- Deal breadth tracking
- Cross-line referral rate
- Internal stakeholder map
- Client mention analysis
- Win rate by expansion tier
- Revenue diversification
- Leadership feedback
- Peer recognition
- Promotion of playbooks
- External validation
- Annual influence review
How this maps to your situation
- Leading a tax-first sales strategy
- Coordinating across advisory and assurance
- Expanding client footprint
- Gaining recognition beyond core function
Before vs. after
What's included with your purchase
- 12 modules with 12 chapters each (144 chapters)
- Downloadable templates and worked examples for every module
- Hand-built implementation playbook delivered alongside course access
- 30-day money-back guarantee
Delivery and format
- Course and learning environment access provisioned within 24 hours of purchase
- Hand-built implementation playbook delivered alongside course access
Format: Text-based modules and chapters in the Art of Service learning environment, plus downloadable templates and worked examples for every chapter, plus the hand-built implementation playbook delivered alongside course access.
Time investment: Approximately 3 hours per module, designed for completion over 12 weeks with team application between modules.
How this compares to the alternatives
Unlike generic leadership courses or broad 'influence' trainings, this course delivers field-tested playbooks specific to multi-line professional services firms, with direct applicability to tax-led expansion strategies.
Frequently asked
Within 24 hours your account in the learning environment is provisioned and the tailored implementation playbook is delivered alongside it.