The Strategic Bookkeeper - EP149 - The Power of a Structured Needs Analysis
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The Strategic Bookkeeper - EP149 - The Power of a Structured Needs Analysis
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A proposito di questo titolo
If your enquiries keep asking “how much do you charge?”,
this episode will sting (in a good way).
Because the problem isn’t your pricing.
It’s what you’re doing in the first five minutes.
Join Jeannie in this week’s episode as she breaks down the one system that quietly separates:
😵 bookkeepers who are busy, underpaid, and exhausted
from
😎 bookkeepers who sign high-value clients fast — without price being the focus
You’ll learn:
– why your current “discovery call” is leaking profit
– how to run a 5-minute needs analysis that changes the power dynamic
– the exact question that creates instant trust and emotional buy-in
– how to stop giving away strategy for free
– and how to turn an enquiry into a forever client
Do this right, and clients stop shopping.
They start committing.
🎧 Listen now.
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📌 Podcast resources:
The Bookkeeping Practice Blueprint + The Five Big Keys: https://drive.google.com/file/d/10QN7ZBWAFYDrFAzHXQ0D6q3tB1s4kH3b/view?usp=sharing
The Bookkeeper Archetype Quiz: https://thestrategicbookkeep.outgrow.us/thestrategicbookkeep-discover-your-bookkeeper-archetype
#DiscoveryCalls #ClientOnboarding #NeedsAnalysis #ClientConversion #ConfidentBookkeeper #BookkeepingPractice #TheStrategicBookkeeper