Let’s be honest — most accountants wing their sales calls. I used to be one of them.

In this episode, I walk you through the process I now follow to consistently convert high-value clients, without giving away free advice or wasting time on tyre kickers.

You’ll discover:

→ The 3-step framework I use to filter, run, and close sales meetings
→ Why giving a price live in the meeting changes everything
→ How to position yourself as the expert (so you’re not haggled on price)
→ Why your marketing needs to do the heavy lifting before the call

I also share behind-the-scenes stories from recent calls I’ve had — including how we signed a £2.5k client with under £50k income, just by showing value.

If sales calls feel awkward or hit-and-miss, this episode will give you clarity, confidence, and a repeatable process you can use straight away.

Take a listen — and let me know what you think on LinkedIn. Always love hearing from you.

-------

If you’ve enjoyed my podcasts, here’s how you can get more value from me: 

Free stuff 

Get a free copy of my book   The Four Pillars from here

Watch a short 8 min video on how you can win new clients whilst you sleep here

Join 1500+ accountants owners in the Profitable Accountant Free Facebook group 

My inner-circle 

Join 150+ accounting firm owners in the Profitable Accountants Community (the PAC) to get access to the tools, training and tribe to help you grow your firm - without wasting time and money doing it the hard way. Join the PAC NOW!

For larger sole practitioner firms wanting more support, direction and accountability, access the Profitable Accountants Mastermind including 1-2-1 access to me

If you're going to create an account and use OnlineJobs.ph use my affiliate link here and i'll get a few pennies back in return to fund my coffee addiction 🙂 http://store.onlinejobs.ph/?aid=377675

And if you haven't already, here's a link to sign up to Fathom AI for your video calls so you can generate those transcripts to help in your content writing.