You’ve closed the deal… now what?
This is part 2 of our “Mastering the Sales Process” series and we’re breaking down what to do after the client says yes! From contracts and payment links to document requests and expectations calls, we’re walking you through the full onboarding process so you can keep the momentum going.
You’ll learn:
- How to send contracts and payment links without confusing the client
- If you should store your clients’ documents or not
- Why your language matters more than you think
- The shift from “helper” to “leader” and how it changes everything
If this episode is helpful to you, get even more help with 30 days free in 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!
Follow me on LinkedIn, Instagram, and YouTube!
Produced by SpeakEasy Productions and hosted by Lynn Talbott of The Bookkeeper’s Coach.
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