First Impressions Matter: Why Client Experience Begins Before You Even Answer

Your voicemail. Your phone tree. Your email signature. They seem like small details—but they’re quietly shaping how prospects and clients feel about your firm.

In this episode of The Growth-Minded Accountant, Lee Reams and Rebekah Barton uncover one of the most overlooked growth killers in accounting practices: poor first impressions.

You’ll learn:

These fixes are quick. They’re free. And they send the message that you run a professional, high-value firm—before you even return the call.

Tune in to hear

✅ The 4-part communication audit every accounting pro should do this week
✅ Simple scripts and best practices you can use immediately
✅ Why client experience starts before the relationship begins

Transcript

We know that everyone digests information differently. That’s why we’re now sharing the full transcript of each episode of The Growth Minded Accountant right here on the CountingWorks PRO blog. Whether you’re short on time, like to scan and highlight, or simply prefer reading over listening, you can catch up on every conversation at your own pace.

Each week, we cover topics that matter most to tax and accounting professionals—from AI and automation to marketing strategies, firm growth, and client relationships. Scroll down to read the full episode, or subscribe to the podcast to listen on the go.