5.00
(4 Ratings)
Mastering the Sales Process
Categories: Foundation Stage, Micro courses
About Course
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.
What Will You Learn?
- Confidently handle leads and convert them into loyal clients.
- Structure discovery calls that build trust and uncover client needs.
- Overcome objections and discuss pricing without hesitation.
- Follow up with leads professionally—without feeling pushy.
- Onboard new clients smoothly and set clear expectations.
- Nurture potential clients to keep your pipeline full.
Course Content
Attracting and qualifying leads
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Intro video
02:59 -
Understanding the sales process for Bookkeepers
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Identifying your ideal client
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How to respond to enquiries efficiently
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Lead qualification: knowing who is a good fit
Running discovery calls and presenting your services
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Intro video
02:45 -
Initial meeting: setting the foundation
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The five key stages of a successful discovery call
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Handling ‘I need to think about it’ responses
Closing, onboarding, and nurturing leads
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Intro video
03:09 -
How to follow up without being pushy
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Using proposals and engagement letters
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Setting expectations and next steps
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Keeping in touch with potential clients
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Building trust over time
Student Ratings & Reviews
5.0
Total 4 Ratings
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Awesome course Thamk you for the logical advice and tools to help us achieve the right clients and grow our business
I enjoyed this course, as I am just at this point now with my new business. So thank you! Thank you too for the valuable templates and your support :o)
Great wee course
This was a great course - I loved it. It was very relevant to what I need. Thank you so much