Your New Client Pipeline

Designed for bookkeepers

A walk through the 8-Stage Process to assemble your first New Client Pipeline that you can start working right away and get new clients, as early as this week.

Stage One – Opportunity Dump 

Stage Two – Referral Sources 

Stage Three – Overarching Relationship 

Stage Four – Ex-Clients 

Stage Five – Ex-Inquiries 

Stage Six – Wish List 

Stage Seven – Proactive Marketing 

Stage Eight – Grading

This course will take you through the 8-step approach and start to build your pipeline.

Course curriculum

  • 1

    Pipeline Class Handouts

    • Build Your Pipeline Worksheet

  • 2

    How to Build Your Pipeline - Main Class

    • Introduction

    • Winning Your First Client

    • Productivity

    • What Bookkeepers Do

    • Client Needs

    • Your Value

    • Case Study

    • Perception is Reality

    • Why the Gap?

    • Emotion vs. Logic

    • Marketing vs. Sales

    • Why It's So Hard

    • Why a Pipeline

    • Who Uses a Pipeline?

    • What a Pipeline Does For You

    • Stage One

    • Stage Two

    • Stage Three

    • Stage Four

    • Stage Five

    • Stage Six

    • Stage Seven

    • Stage Eight

    • The Great Mistake

    • Mindset Change

    • Now What?

    • Questions & Answers

    • Excel Worksheet Pipeline Template

  • 3

    Take Action Bonus

    • How to Keep Your Pipeline Full

  • 4

    Pipeline Deeper Dive Bonus Mini-Class

    • Intro to Deeper Dive

    • Your Marketing Collateral

    • Results So Far

    • Results and Questions and Answers

    • Now What?

    • Final Questions and Answers

    • Wrap Up