My QuickBooks paid diagnostic review sales funnel

 

A lot of bookkeepers struggle to take new prospects from the initial phone call to being ongoing clients. It can be tricky at first, but it’s crucial if you want to grow your bookkeeping business. Fortunately, it’s much easier if you have a plan in place. That’s why today I’m going to share my QuickBooks paid diagnostic review sales funnel. Take a look at the video or keep reading to see just how the funnel works.

Click on the video linked below to watch: My QuickBooks paid diagnostic review sales funnel

In a few other videos on my YouTube channel: 5 Minute Bookkeeping, I’ve talked about my Smart Review checklist, and how I get paid to diagnose my client’s books well before I ever do a cleanup. These are two of the steps in a marketing funnel I use to take someone from prospect to diagnostic review to selling additional services. Let’s take a look at how it works so you can create something similar in your own bookkeeping business.

 

If you’re not familiar with sales funnels, just know that it doesn’t have to be complicated and it doesn’t require any particular software or technical skills. A sales funnel is just the way in which you take a prospective client from an initial discovery call through the point where you sell them services. Mine has four steps.

My 4- step sales funnel for a QuickBooks paid diagnostic review:

Step #1: Discovery Call

In my 4-step sales funnel, I start out with a discovery call. The goal is to really listen for your client’s pain points. Find out what they are struggling with and what problems they need help solving. Then you can help them find the source of their pain points by reviewing their books.

Step #2: Diagnostic Review

Next, I sell them a paid diagnostic review. Since my time is being paid for, I’m not losing money by doing a review, which is what happens to many bookkeepers. Diving into your prospect’s books lets you see what needs to be done and what shape their books are already in. That way, you can confidently present the next steps to the client.

Step #3: Present Findings & Recommendations

Now that you’ve done a review, you explain to the client what’s going on and what needs to be done. You’ll be able to confidently make recommendations and price your services because you’ve seen the scope of the work that’s required and the current condition of the books. This prevents you from undercharging and regretting it once you dig into the actual work.

Step #4: Additional Services

Having presented your client with your recommendations, it’s time to sell them the services they need. Whether that’s clean up work, catching up their books, training them on handling the books themselves, or ongoing bookkeeping services to keep them from falling back into the same traps. Now that you’ve gained their trust through reviewing their books and showing them exactly what they need, it becomes much easier to sell them your bookkeeping services.

Closing

That’s it, just 4 steps to follow for my QuickBooks paid diagnostic review sales funnel. I hope I got you thinking about how you can implement a funnel like this to grow your bookkeeping practice. If you have any questions on this, feel free to drop them in the comments so I can keep producing exactly the content you need. Also, if you found this post and video helpful, don’t forget to like, share, and subscribe to my channels.

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