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Discovery Call Package for Bookkeepers and CPAs

This package helps you streamline your discovery call process, making it easier to connect with potential clients and convert leads into clients.
Pre-Discovery Call Screening Questionnaire

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This package provides all the essential tools you need to conduct effective discovery calls. It includes:

  • Pre-Discovery Call Screening Questionnaire: A set of questions designed to help you identify clients who are a great fit for your services, allowing you to focus on reaching out to prequalified prospects. This will save you time and lead to more productive conversations.
  • Discovery Meeting Schedule Template: A ready-to-use template to easily schedule and organize discovery meetings.
  • Preparing for a Discovery Call Guide: Tips and best practices to ensure you're fully prepared for the call and can make the most of the conversation.
  • Discovery Call Questions: A curated list of questions designed to uncover the client's needs, goals, and pain points.
  • Discovery Call Script: A structured script to guide you through the call, covering key points from introduction to closing.

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