I Love Bookkeeping

Crafting an Effective Sales Process for Your Bookkeeping Business

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Sinopsis

Co-hosts Hannah Robinson and Melissa Honan talk about the 3 key principles of an effective sales process, as well as some tools you can use to make your own sales process a more efficient one. [1:33] Hannah asks Melissa what’s something that each of her sales processes have in common. [3:57] For Melissa, crafting an effective sales process starts with the desire to make sales easy. [6:08] Melissa shares a pet peeve she has when it comes to scheduling meetings. [9:14] Melissa believes that making it as easy as possible for someone to sign up for a free consultation is key. And she discusses what she asks in the form her prospects have to fill out. [11:08] Hannah talks about how she goes about buying and touches upon something that she considers a game changer when it comes to sales processes. [12:04] Melissa talks about the importance of putting yourself in a prospect’s or client’s shoes and actually going through your own sales process to experience it as they would. [13:28] Melissa shares her biggest takeawa