Here's What's Inside
✔️ Template 1: Discovery Call Blueprint
- A thorough list of steps to take before and during the discovery call to help you feel prepared and confident, and provide a smooth experience for your prospective client.
✔️ Template 2: Clarity Questionnaire
- A questionnaire for yourself so you can get clear on the type of clients you want and get a better idea of the kinds of questions you should be asking in your lead intake form.
✔️ Template 3: Pre-Call Questionnaire
- A done-for-you questionnaire you can plug straight into your business that will save you hours on the intake process, get all the information upfront and focus on serving your new client!
✔️ Template 4: Discovery Call Scripts
- So you can stay on track, improve your close rate and feel confident the whole way through!
✔️ Template 5: Onboarding Email Templates
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So you can onboard your new clients with efficiency and excellence!
✔️ The Bookkeeping Biz Workshops Workbook
- The complete workbook that accompanies our semi-annual live workshop series. Includes a Tech Stack list, a 'Design Your Business' exercise, and a comprehensive checklist for starting your business!
Today's Price = $27
See what people are saying! ⬇️
Thank you, you did all the work. Just need to make cosmetic changes and I'll be almost ready to welcome my new client.
This is exactly what I needed for my business! You did a wonderful job putting together the templates and thank you for making them affordable.
Love these templates! Questions I've been putting together and those I didn't think to ask, they are all here! Thank you.
