If you’re anything like me, you hate going into any situation unprepared. That’s why I put together this guide on everything you need to know about our upcoming call.
What is it?
The goal of our call is to find out as much as I can about you and your business to see if we’ll be a good fit working together to help you reach your goals. It consists of me asking you questions about your business over a recorded 1:1 video call.
Why is the call recorded?
Multitasking and taking notes during calls isn’t my strong suit. Recording the call allows me to give our conversation my undivided attention. After our call ends, I am able to watch the replay and take detailed notes.
What kind of questions will you ask?
To keep from forgetting important things, I have a handy dandy checklist to refer to. Luckily though, you’ve answered a lot of the prep questions when you scheduled this call so it will be conversational and won’t feel like an interview or sales pitch.
Some questions I may ask include:
- Why you reached out
- What your goals are
- What your client situation is like
- How your marketing efforts have been going
- What your current client onboarding process looks like
- What problems you’ve been having
- How you’ve tried solving your problems in the past
How long is the call?
Most typically last around 10-15 minutes and are meant to help point you in the right direction towards a solution to help you reach your goals.
What if we’re not a good fit?
If during our call either of us decides we aren’t a good fit, I’ll do my best to point you in the right direction and follow up with any resources I believe you will find helpful.
What if I’m not ready to get started right away?
I understand that not everyone is not prepared to invest in their project right away and may need some time to think before moving forward. This is why I allow 7 days before custom proposals expire. This means after our call, you will have 7 days to think over the project before making a decision.
Of course, if you need more time to think about it, you’ll always have the option to book a service directly from my website when you’re ready to start.
If you haven’t already, check out these resources for bookkeepers before our call. The e-books break down some strategies I use to help my clients generate more leads from their websites in less time. I can’t wait to chat with you!