Discovery Call (15 mins) For You To Ask Questions
Strategy Call (50 mins) In-depth Review
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🎙️ In this episode we tackle real client conversations, pricing mindset, and how to lead with empathy (and a little sass) during discovery calls. 


đź’ˇ â€śWhy did you call me today?” That one question opens the door to real client needs, not surface-level answers.

đź‘‚ Let them vent. Sometimes the best thing you can do is listen—discovery calls = free therapy (for them).

đźš© Watch for red flags. Five past bookkeepers? Doesn’t want to pay for QuickBooks? You’ve got your answer. 

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