Transform Your Bookkeeping Business with Intake Questionnaires:How It Can Help Your Business Thrive!

Are you struggling to attract the right clients for your bookkeeping business? It's time to start using an intake questionnaire! In this video, we'll explain why an intake questionnaire is essential for any bookkeeping business that wants to succeed and thrive. You'll learn how this simple tool can help you screen out difficult clients, identify your ideal customers, and build stronger, more profitable relationships with your clients. Plus, we'll share our best tips for creating an effective questionnaire that will give you the information you need to provide top-notch service. Don't miss out on this game-changing strategy - grab our intake questionnaire in The Bookkeeping Shop today!
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TOPIC TIME STAMPS
0:00 A MUST Have
0:26 Why Have A Questionnaire
1:00 Intro
1:40 Recent Example
5:09 What's An Intake Questionnaire
6:22 The Power of the Questionnaire
7:10 What Info You Need
7:58 Secret
9:58 Streamline Client Onboarding
10:45 SOP
10:54 What To Include
13:50 Set Expectations & Deadlines
14:42 Grab My Intake Questionnaire
www.veronicasagastume.com/sho...
15:00 Watch the next video
#bookkeepingclient #intakequestionnaire #bookkeepingbusiness #Bookkeeping
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FOR BOOKKEEPERS WHO WANT TO START A NEW BOOKKEEPING BUSINESS
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The Intake Questionnaire & Email Scripts:
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[@TheBookkeepingShop]

Do you currently use some type of prescreening to prequalify your bookkeeping client? What do you think of this approach?

[@JeromeGSherman]

This is awesome. I appreciate this, I haven't started yet but this helped me with the million questions I had.

[@TheBookkeepingShop]

Hi Jerome, I'm thrilled to hear you found this helpful. It's definitely a topic I don't hear to much about.
when you're ready, and if you need more help, be sure to check out the intake questionnaire I've already created along with the explainer video.I'm so happy to hear you taking action. Keep going!
www.veronicasagastume.com/shop/p/questionnaire

[@gdatefirst8745]

Great content. I was looking for something similar to what you just described. I followed the link and made the purchase. Thank you.

[@TheBookkeepingShop]

I’m thrilled you found this helpful and thank you for purchasing the client filter.

[@TheBookkeepingShop]

This is definitely a topic that is not discussed enough or addresses, let me know if you have any questions