Our Discovery Call Workflow | Virtual Accountants for Entrepreneurs

Our discovery call workflows are the foundation of our businesses. They are how we find the right clients and get the process started for each business owner we work with. In this video we share with you how to save time, show up prepared, and create a seamless experience for your clients with discovery calls.
Here’s What You’ll Learn:
-What a discovery call is
-Why intake forms can help you screen leads and prepare before the call
-Why the discovery call isn’t the same as an onboarding call-keep it simple!
-The power of automation in streamlining your process: booking calls, sending calendar invites, and outlining next steps
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