This is a simulated discovery call between me, Rachel Barnett of Gentle Frog, and La Shay Mayfield, an aspiring bookkeeper. This engaging role-play sheds light on the dynamics of initial client interaction. After the mock call I give La Shay advice on how she can improve and we chat about bookkeeping business.

We address common scenarios and concerns that emerge during these initial consultations, including establishing scope, discussing the business structure, and moving towards a seamless integration of services.

Key Takeaways:
- Real-World Scenarios: Experience a realistic consultation situation that mirrors actual client interactions, complete with hesitations and typical questions.
- Practical Advice: Benefit from Rachel's expert insights on conducting discovery calls, handling objections, and presenting your services effectively.
- Empathy in Action: Learn the importance of empathizing with clients, understanding their unique situations, and proposing solutions that truly meet their needs.

Ideal for both new and experienced bookkeepers, this audio serves as a guide to making every discovery call a step towards a successful client relationship.

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http://www.gentlefrog.com/meeting/

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Timestamps
00:00 - Intro
00:18 - Mock Discovery call
04:18 - Rachel's feedback
09:25 - Discussion about contracting
12:00 - The benefits of networking
16:43 - Outro


#discoverycall #bookkeeping #bookkeepingbusiness

This content is for information purposes only and should not be considered legal, accounting, or tax advice, or a substitute for obtaining such advice specific to your business. Additional information and exceptions may apply. Applicable laws may vary by state or locality. No assurance is given that the information is comprehensive in its coverage or that it is suitable in dealing with a customer’s particular situation. Gentle Frog, LLC does not have any responsibility for updating or revising any information presented herein. Accordingly, the information provided should not be relied upon as a substitute for independent research. Gentle Frog, LLC does not warrant that the material contained herein will continue to be accurate, nor that it is completely free of errors when published. Readers and viewers should verify statements before relying on them.