The Better Bookkeeper Show

Confident Discovery Calls: A 5-Step Framework for Bookkeepers | Episode 12


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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 undercharging
  • How to confidently talk pricing and set next steps without awkwardness
  • Our 5-step framework for running a strong, structured discovery call


Get 30 days free when you join my bookkeeping Training Circle. Join here: coachingbookkeepers.com/membership


Learn more about Ashley LaMar-Morris at purrrfectbookkeeping.com


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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!


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Produced by SpeakEasy Productions and hosted by Lynn Talbott of The Bookkeeper’s Coach.

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The Better Bookkeeper ShowBy Lynn Talbott