R
Rebecca Driscoll, CPA
New Client Meeting Kit
Private · nothing leaves your browser
Operations kit · 5 minutes

The first meeting runs you, or you run it.

Four artifacts for the first call with a new prospect: the intake form you send before, the agenda you send with the invite, the five-minute-warning script you say at the 25-minute mark, and the gut-check sheet you fill in within 24 hours. Fill the form. Send. Run the meeting in 30 minutes, not 60.

The basics

Five fields. Then four ready-to-send artifacts.