{"id":81747,"date":"2021-02-10t12:00:14","date_gmt":"2021-02-10t17:00:14","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=81747"},"modified":"2023-09-05t18:08:55","modified_gmt":"2023-09-05t22:08:55","slug":"difficult-phone-calls-are-opportunities","status":"publish","type":"post","link":"\/\/www.g005e.com\/2021\/02\/10\/difficult-phone-calls-are-opportunities\/","title":{"rendered":"difficult phone calls are opportunities"},"content":{"rendered":"

what to say about fees.<\/strong><\/p>\n

by jassen bowman<\/i><\/p>\n

if you are actively engaged in marketing your practice, it is inevitable that you will receive telephone calls with the dreaded, \u201chow much do you charge for a tax return?\u201d<\/p>\n

more: <\/b>11 steps for handling client complaints<\/a> | what you tell yourself matters<\/a> | hiring, firing and the checklists you need<\/a> | focus on your ideal clients<\/a> | the secrets of multi-hit marketing<\/a> | how tax resolution works<\/a>
\nexclusively for pro members. <\/span><\/strong>log in here<\/a> or 2022世界杯足球排名 today<\/a>.<\/span><\/p><\/blockquote>\n

what not to say \u2026<\/p>\n

    \n
  1. \u201cwe don\u2019t provide fee quotes over the phone.\u201d<\/li>\n
  2. \u201ctell me a little about your tax situation and \u2026\u201d<\/li>\n<\/ol>\n


    \nnever forget that you spent money in order to get that phone to ring. that phone call is a lead capture opportunity<\/strong>, so don\u2019t squander it!<\/p>\n

    your entire process for handling this phone call should squarely center on capturing the caller\u2019s contact information. this is the first and highest priority in this situation! setting an appointment is the second.<\/p>\n

    you should modify this process to fit your business model and the personality of the person answering the phone. this is a basic process template for a small office with one practitioner and one receptionist, where the receptionist is answering the phone.<\/p>\n

      \n
    1. thank the prospect for calling.<\/li>\n
    2. say, \u201ci can definitely help you with that. would you mind if i asked you a few questions in order to best assist you?\u201d<\/li>\n
    3. if they agree \u2026\n
        \n
      • ask for their name and phone number (say \u201cjust in case we get disconnected\u201d if you want to make this feel more comfortable for some people).<\/li>\n
      • ask how they heard about you (mark lead source in crm system).<\/li>\n
      • ask who they went to last year (sets basis for a fee conversation later).<\/li>\n
      • provide a general fee range: \u201cour fees vary depending upon the complexity of your tax return, and can range from $____ to $_____, depending upon your special circumstances.\u201d<\/li>\n
      • sell the appointment: \u201cwhat i would suggest doing is scheduling an appointment directly with _______ in order to properly assess your tax situation. would (time) on (date) work for you?\u201d<\/li>\n
      • set up the appointment, and obtain additional contact information.<\/li>\n<\/ul>\n<\/li>\n
      • if they won\u2019t \u2026\n
          \n
        • \u201cevery tax situation truly is unique, and our fees depend entirely upon the complexity of your particular tax return. the best thing would be for us to get together and evaluate your specific situation. would you like to meet with ______ on (date)?\u201d<\/li>\n
        • if still \u201cno,\u201d attempt to obtain email address to \u201csend them some basic fee information and a valuable discount offer on tax preparation services.\u201d<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n","protected":false},"excerpt":{"rendered":"

          what to say about fees.<\/strong>
          \nby jassen bowman<\/i><\/p>\n","protected":false},"author":2176,"featured_media":51695,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_relevanssi_hide_post":"","_relevanssi_hide_content":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"","_relevanssi_noindex_reason":"","footnotes":""},"categories":[1363,3120,2740],"tags":[],"class_list":["post-81747","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-featured","category-pro-member-exclusive","category-tax-resolution-services"],"acf":[],"yoast_head":"\ndifficult phone calls are opportunities - 卡塔尔世界杯常规比赛时间<\/title>\n<meta name=\"description\" content=\"actionable intelligence for tax, accounting, and financial professionals\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"\/\/www.g005e.com\/2021\/02\/10\/difficult-phone-calls-are-opportunities\/\" \/>\n<meta property=\"og:locale\" content=\"en_us\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"difficult phone calls are opportunities - 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