Looking to conduct a high-quality discovery call in your accounting firm to help land good clients at good prices? Make sure you’re avoiding these 8 common discovery call mistakes:
Show Notes
0:27 – Thanks to the 100+ members who have signed up for my Future Firm Accelerate online coaching program!
1:20 – A brief overview of the discovery call.
2:00 – Mistake 1: Discovery call is too short
3:00 – Mistake 2: Only asking surface-level questions
3:50 – Mistake 3: Not properly understanding scope
4:45 – Mistake 4: Talking about yourself too much
5:13 – Mistake 5: Not using a sales script
5:45 – Mistake 6: Advising during the discovery call
6:08 – Mistake 7: Using technical jargon
6:45 – Mistake 8: Talking too much
7: 15 – Want more tips like this? Join 4,000+ other firm owners who sign up for my weekly newsletter for exclusive weekly tips sent right to their inbox.
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Ryan Lazanis
Hi! I'm Ryan. I’m an entrepreneurial CPA that founded Xen Accounting, a 100% cloud-based accounting firm, in 2013. Following its acquisition in 2018, I started Future Firm to help accountants fast-track the growth of a modern, scalable accounting firm of their own.
Here are 3 ways for how you can fast-track your own modern, scalable firm:
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