The CPA Advisory Show

Is Your Customer Discovery Process Costing You Money?

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In this episode of the podcast, Jeremy and Chris discuss Black Friday and Cyber Monday and why your firm should be offering discounts (j/k no it shouldn't). They also dive deep into the customer discovery process. The key takeaways from the episode are:

  • Whether or not your firm should be offering discounts to drum up new business
  • The ways your firm is unintentionally discounting your services
  • The benefits of a solid customer discovery process in your firm
  • Ideas for a successful customer discovery process
  • Who should be managing the discovery process in your firm?

    • Follow the show on Twitter @CPAAdvisoryShow

    Jeremy Wells on Twitter @JWellsCFO

    Chris Hervochon on Twitter @ChrisHervochon

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    The CPA Advisory ShowBy Jeremy Wells, CPA, EA & Chris Hervochon, CPA, CVA