How to Use Discovery Calls to Make a One Call Close

If you've been talking to a prospect for longer than 20 minutes and they aren't ready to engage you or you don't think they're a good fit, something is wrong with your approach. CountingWorks PRO staff, CEO/Founder, Lee Reams II , and Chief Customer Officer, Katie Smith, dive into how to start qualifying your prospects and tips for filling your calendar with high-paying clients who want to listen to you and follow your advice.

Ready to get started? Schedule your demo today or try out our platform for free here.

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.