Every Discovery Call Counts: What I’ve Learned from Taking the Call Anyway
Update: 2025-05-29
Description
Ever look at a discovery call intake form and think, “There’s no way I can help this person”? You’re not alone. In this episode, Rachel Barnett shares a real story about nearly turning down a call that turned out to be one of the most rewarding of the week. She talks about why jargon-filled forms can be misleading, how to approach calls with curiosity (not fear), and the unexpected value in simply showing up. Whether you’re a new or seasoned bookkeeper, this episode is your reminder that you probably know more than you think—and every call is a chance to help someone.
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