bookkeeping courses online

Mastering the sales process

$19.95 ($22.94 inc GST)

Many Bookkeepers struggle with sales, fearing they will come across as pushy. But mastering the sales process isn’t about pressure – it is about guiding potential clients through a clear, structured decision-making journey.

This course will teach you practical, proven techniques to attract, qualify, and convert leads into long-term clients. You will learn how to:

  • Conduct effective discovery calls that highlight your value.
  • Handle objections with confidence and ease.
  • Present pricing professionally without second-guessing yourself.
  • Use proposals and engagement letters to set expectations.
  • Follow up in a way that nurtures leads instead of scaring them off.

By the end of this course, you will have a repeatable system for attracting and securing high-quality bookkeeping clients – without feeling like a salesperson.

SKU: 5001 Category:

Description

When you enrol in Mastering the Sales Process for Bookkeepers, you will receive a set of practical resources designed to help you confidently attract, qualify, and onboard new clients. These tools will make your sales process smoother and more professional.

  • Identify your ideal client worksheet – Define your ideal client based on industry, business size, common pain points, and budget, so you can attract high-quality leads.
  • Lead qualification checklist – A step-by-step guide to assess whether a potential client is a good fit for your services, helping you prioritise leads who are most likely to convert.
  • Professional lead response email templates – Pre-written email templates to respond quickly and professionally to enquiries, including follow-ups, pricing discussions, and re-engagement for cold leads.
  • Discovery call template – A structured guide for running effective discovery calls, covering rapport-building, key questions to ask, how to present your services, and ways to handle objections with confidence.
  • Bookkeeping proposal template (x2) – A professional, customisable document to present your services, pricing, and key terms to potential clients, making it easy to formalise agreements and move prospects toward signing on.

These resources are designed to help you take action immediately, giving you a clear, structured approach to growing your bookkeeping business with confidence.