How To Run A Bookkeeping Discovery Call | Best Practices for bookkeepers to run a discovery call

Run A Bookkeeping Discovery Call with Confidence. In this video, I share with you some Best Practices for Bookkeepers to host and run a Discovery Call and Turn Prospects Into Clients.
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TOPIC TIME STAMPS
0:00 Topic Introduction
4:18 High Touch Scheduling Call
4:48 Avoid This
8:21 Training Begins
8:26 Best Practice Prepare
13:53 Best Practice During the Call
24:30 The Follow Up
25:03 Next Week
28:02 Recap
#bookkkeepingsalescalls #bookkeeper #sellingbookkeepingservices
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// WHAT TO WATCH NEXT
- What's a Discovery Call: • WHAT ARE DISCOVERY CAL...
- After the Discovery Call: Sell • Bookkeeping Sales Pitc...
- Find Your First Bookkeeping Client: • How To Find Bookkeepin...
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[@TheBookkeepingShop]

Do YOU offer FREE Discovery Calls?

[@HANDMAIDEN.]

Thank you so much> it has been hard finding videos on discovery calls.

[@AerielFerguson]

This was very helpful. I'm very worried that I may say the wrong thing that may turn away clients, these video calls are the most intimidating for me.

[@TheBookkeepingShop]

Aeriel, thank you for being honest. I know they can be intimidating at first because you are not sure what they'll ask or if you'll get stuck.
Preparation is your best friend here....having a framework, practicing, even videotaping yourself (it helps to see yourself) to notice where you are getting stuck.
Practice asking yourself some questions that a prospect may ask and see how you answer them. If you don't like how you did, then work on writing some notes that will help you to answer the questions better.
What do you think?

[@AerielFerguson]

@@TheBookkeepingShop Yes practice is definitely going to help. Thanks for replying .

[@jenninemorel7693]

Practice with a trusted friend 😊

[@Olivia-vd1tm]

Love this video! Can you do one for onboarding?

[@TheBookkeepingShop]

Hi Olivial, thank you for your note, it means a lot.
Yes, I will add the topic of onboarding to the list of videos. Onboading can feel intimadating but if you have a good framework you can adjust it quickly and feel confident you'll cover all necessary steps.