I Love Bookkeeping

How should you go about pre-qualifying sales leads? And why should you do that in the first place? Co-hosts Hannah Robinson and Melissa Honan share their thoughts and experiences of the good, the bad, and the ugly of attracting and working with clients. Hannah thinks that narrowing down who’s going to be a good client for you is key, especially when you’re starting out. Melissa strongly recommends against trying to close every single person out of desperation like she did when she started out. Melissa explains how her bookkeeping for painters business has a funnel that, in addition to painters, attracts other professionals like plumbers and roofers. She wouldn’t have but her husband Daniel took the lead in making sure the business only served painters and would send others away. Melissa talks about the red flags potential clients will say when you ask the right questions during a discovery call – but also if you don’t ask them. The biggest red flag, says Melissa, is when a potential client says they have had