initial consult

In this first episode back after a break Amy and Maia discuss Bookkeeping Health Checks and, more specifically, whether or not you should charge for them.

They get into the nitty gritty of how to bring it up with potential clients that they need to pay for a health check, and talk through the process they use when doing initial consults.

Key takeaway: A health check is a useful document for any business owner to have, whether they end up engaging your services or not.

Useful links:

• Check out our Health Check Masterclass if you want to learn more about offering this service
• YouTube video for this episode

See omnystudio.com/listener for privacy information.

So here’s the thing.
Free consultations don’t work. 

Which is why I no longer offer them - in either one of my businesses. 
Not as a therapist. And not as a private practice coach. 

Does that sound mean? It’s not. 
Does it sound like bad business strategy? It’s not.

That’s what we’re talking about today. :) 

In this episode, you’ll learn: 

• why I think free consultations are actually misleading. 
• how a simple change in strategy can set your business apart and stop wasting your time.
• how a customized initial consult actually increases your income AND better serves your clients!

And I have a suggestion at the end for a brief exercise that I think you’ll find eye-opening. 

Tired of wasting time on the phone with people you never meet - and don’t actually help?

This can change that.

Listen to this short episode, and see what I mean. 

~Wendy
xoxo

P.S. By the way! I’m looking for people to interview for the Ideal Practice podcast. Are you a healing arts professional with an interesting story to share? Reach out to me. Have a related business that provides services specifically to healing arts professionals, like web design, marketing, accounting, etc.? Reach out to me. I’d love to hear what you have to share and see if it might be a good fit for my audience. Thanks!

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COACHING: Got a problem in your practice that you’re trying to solve? Have an idea you want to try but don't know where to start? A Quick Start Consult gives you access to high quality coaching without the expense of a full blown coaching commitment. I'm serious about your success - so we don't just talk about your business. We work on it - together. Click below for details.

QUICK START CONSULT

https://www.wendypittsreeves.com/consult

Wendy Pitts Reeves, LCSW
Host, Ideal Practice
Private Practice Coach and Mentor

www.WendyPittsReeves.com
Wendy@WendyPittsReeves.com