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

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  • เผยแพร่เมื่อ 22 ส.ค. 2024

ความคิดเห็น • 8

  • @TheBookkeepingShop
    @TheBookkeepingShop  2 ปีที่แล้ว +1

    Do YOU offer FREE Discovery Calls?

  • @AerielFerguson
    @AerielFerguson 2 ปีที่แล้ว +3

    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
      @TheBookkeepingShop  2 ปีที่แล้ว +2

      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
      @AerielFerguson 2 ปีที่แล้ว

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

    • @jenninemorel7693
      @jenninemorel7693 ปีที่แล้ว

      Practice with a trusted friend 😊

  • @HANDMAIDEN.
    @HANDMAIDEN. 7 หลายเดือนก่อน +1

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

  • @Olivia-vd1tm
    @Olivia-vd1tm 2 ปีที่แล้ว +1

    Love this video! Can you do one for onboarding?

    • @TheBookkeepingShop
      @TheBookkeepingShop  2 ปีที่แล้ว +2

      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.