As a bookkeeper, you may not feel like a natural salesperson... but if you’re running your own bookkeeping business, sales calls are non-negotiable! In this episode, Ashley LaMar-Morris with Purrrfect Bookkeeping is back as a guest and we’re breaking down how to lead confident, aligned discovery calls without feeling salesy or second-guessing yourself.
We cover:
- How to prep for a call so you're choosing the right clients (not just hoping to get picked)
- What to say to avoid oversharing, overpromising, or undercharging
- How to confidently talk pricing and set next steps without awkwardness
- Our 5-step framework for running a strong, structured discovery call
Get 30 days free when you join my bookkeeping Training Circle. Join here: coachingbookkeepers.com/membership
Learn more about Ashley LaMar-Morris at purrrfectbookkeeping.com
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I’m Lynn Talbott, the Bookkeeper’s Coach. My podcast, The Better Bookkeeper Show, is your guide to growing your bookkeeping business in a thoughtful and sustainable way. I fully believe that anyone has what it takes to make a living from bookkeeping, whether that means being a solopreneur or building a 7-figure firm like me. So follow along, and let’s get your bookkeeping business where you want it to be!
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Produced by SpeakEasy Productions and hosted by Lynn Talbott of The Bookkeeper’s Coach.
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