Tips to Overcome Nervousness When Talking with New Bookkeeping Clients

TLDRLearn strategies to feel less nervous when talking with new bookkeeping clients, including researching the client, practicing your elevator speech, and using sales techniques to showcase your skills. Arrive early and make a good first impression. Believe in what you're selling and be prepared with visual aids. Anticipate and address any questions the client may have.

Key insights

💡Research the client and their business ahead of time to be prepared for the interview and establish commonalities.

🚀Have a well-prepared elevator speech to quickly and confidently introduce yourself and your services.

💰Use sales techniques to highlight the benefits of hiring a bookkeeper and showcase your expertise and experience.

⏰Arrive early to the meeting location and be mindful of the client's time throughout the conversation.

🎯Anticipate and address any potential questions or concerns the client may have, demonstrating your knowledge and professionalism.

Q&A

How can I feel more prepared for a meeting with a new bookkeeping client?

—Research the client and their business, practice your elevator speech, and anticipate potential questions or concerns.

What are some sales techniques I can use to showcase my skills?

—Believe in what you're selling, highlight the benefits of hiring a bookkeeper, and be prepared with visual aids.

Is it important to arrive early to the meeting location?

—Yes, arriving early demonstrates professionalism and allows you to be prepared and relaxed before the meeting.

How can I address pricing or fees during the interview?

—Prepare a clear explanation of your pricing structure and ask the client about their budget to ensure a good fit.

What should I do if I don't know the answer to a client's question?

—Offer to research and follow up with the information, showing your commitment to providing accurate and reliable support.

Timestamped Summary

00:00Feeling nervous when talking with new bookkeeping clients is common.

02:32Research the client and their business ahead of time to be well-prepared for the interview.

04:09Have a well-prepared elevator speech to introduce yourself and your services confidently.

06:06Use sales techniques to highlight the benefits of hiring a bookkeeper and showcase your expertise.

07:32Arrive early to the meeting location and make a good first impression.

08:49Anticipate and address any questions or concerns the client may have.

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