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What to Say During the First Client Meeting?
I recently transitioned into freelance Bookkeeping after spending two years managing books for a large department. I have a passion for working with numbers and financial records, but I find social interactions particularly challenging. The initial communication with clients can be quite daunting for me.
I’ve been informed that my new client is a small pet sitting and boarding business with only two employees. Although they pay for QuickBooks, they are currently managing their finances using pen and paper, and they’re seeking some structure in their financial processes.
I understand their needs, but I could use some advice on conducting in-person meetings. I’ve already inquired about their payment methods, employees, and current financial setup, but I would appreciate additional guidance on how to navigate these face-to-face interactions. What should I say when meeting them for the first time?
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One response
Entering a first meeting with a new client as a freelance bookkeeper can indeed feel daunting, especially when you’re transitioning from working in a sizeable department to engaging with a small business on a more personal level. Here’s a structured approach you can take to guide your conversation during the initial in-person meeting:
Preparing for the Meeting
Before going into the meeting, ensure you have the following:
Meeting Script and Structure
1. Introduction and Purpose
“Hello! It’s great to meet you in person. Thank you for considering me for your Bookkeeping needs. I’m [Your Name], and I specialize in helping small businesses streamline their financial processes.”
Establish the meeting’s goal:
2. Understanding Their Business
“What are the primary challenges you face with your current Bookkeeping system?”
Listen actively: Take notes and show understanding without interrupting.
3. Discuss Their Current Financial Practices
“I noticed you’re using both QuickBooks and paper records. Could you walk me through how that currently works for you?”
Identify pain points:
4. Present Your Proposed Solution
“Given what you’ve told me, I think focusing on transitioning fully to QuickBooks could save time and reduce errors. I can assist with setting up a streamlined system that fits your business’s unique needs.”
Highlight your experience:
5. Outline the Next Steps