#233 How To Run A (Nearly) Perfect Sales Meeting
Let’s be honest — most accountants wing their sales calls. I used to be one of them.
In this episode, I walk you through the process I now follow to consistently convert high-value clients, without giving away free advice or wasting time on tyre kickers.
You’ll discover:
→ The 3-step framework I use to filter, run, and close sales meetings
→ Why giving a price live in the meeting changes everything
→ How to position yourself as the expert (so you’re not haggled on price)
→ Why your marketing needs to do the heavy lifting before the call
I also share behind-the-scenes stories from recent calls I’ve had — including how we signed a £2.5k client with under £50k income, just by showing value.
If sales calls feel awkward or hit-and-miss, this episode will give you clarity, confidence, and a repeatable process you can use straight away.
Take a listen — and let me know what you think on LinkedIn. Always love hearing from you.
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