Listen "Confident Discovery Calls: A 5-Step Framework for Bookkeepers | Episode 12"
Episode Synopsis
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 underchargingHow to confidently talk pricing and set next steps without awkwardnessOur 5-step framework for running a strong, structured discovery callGet 30 days free when you join my bookkeeping Training Circle. Join here: coachingbookkeepers.com/membershipLearn more about Ashley LaMar-Morris at purrrfectbookkeeping.com--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. Hosted on Acast. See acast.com/privacy for more information.
More episodes of the podcast The Better Bookkeeper Show
7 Skills Every Bookkeeper Needs | Episode 21
17/12/2025
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