14 ⎸ How to Practice Discovery Calls episode artwork

EPISODE · Sep 15, 2021 · 18 MIN

14 ⎸ How to Practice Discovery Calls

from The Ambitious Bookkeeper Podcast · host Serena Shoup, CPA

In this solo episode, I take you behind the scenes of the beginning of a discovery call practice session I held for students inside The Bookkeeping Business Accelerator. We go over some basics of discovery calls, I give some pointers on how to talk about your process with potential clients, and we even get into introducing the diagnostic process to clients. Ready to listen in? Hit that play button! Sign up for the Bookkeeping Business Accelerator (self-paced)Sign up for the Waitlist for the next VIP cohort of BBAThanks for listening. For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: ambitiousbookkeeper.comFollow the Blog: ambitiousbookkeeper.com/blogConnect on Instagram: instagram.com/ambitiousbookkeeperConnect on LinkedIn: Linkedin.com/in/SerenaShoupConnect of Facebook: Facebook.com/serenashoupcpa

Episode metadata supplied by the publisher feed · Published Sep 15, 2021

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In this solo episode, I take you behind the scenes of the beginning of a discovery call practice session I held for students inside The Bookkeeping Business Accelerator. We go over some basics of discovery calls, I give some pointers on how to talk about your process with potential clients, and we even get into introducing the diagnostic process to clients. Ready to listen in? Hit that play button! Sign up for the Bookkeeping Business Accelerator (self-paced) Sign up for the Waitlist fo...

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14 ⎸ How to Practice Discovery Calls

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