Peter Vander Wall explains why your first move with a client matters more than speed. Deliver an early win within days of sign-up, like scheduling a strategy call, so they feel good about their investment. A slow, document-heavy start kills satisfaction and future sales.
There's ways to create a perception of quick wins or milestones very early on. And so the question I would ask for a tax offer, for example, would be, how quickly can we get them from that sales call where they sign up and say yes to working with you, to that first strategy call with a cpa? Can we do that in a matter of a couple of days? Because that's going to make them feel really good about this investment they just made. If instead, their first, like, week or two weeks or first month is just you, like, hounding them for all these different documents, they're not going to feel very good about this decision they just made. And there's certainly a higher likelihood that they're not going to sign up for the next service or they're not going to stick around long term.
How This Bookkeeper Scaled From $30k/mo → $92k/mo in 2025 [LIVE WORKSHOP RECORDING]
