S3 Ep5 - The GrowthMD Strategy That Has Clients Happily Waiting Months To Be Onboarded with Kelly Chard
Description
On today's episode, I'm talking to Kelly Chard who is the founder of GrowthMD, an accounting firm providing specialised services to medical practices.
Earlier in the year I heard Kelly speak about how GrowthMD uses a waiting list strategy and only runs ‘client intakes’ for new clients at certain times of the year and I knew I had to have her on the podcast to talk about it.
Waiting lists are the topic for today's episode. We cover:
- [3:50 ] Studying the CA program, working and bringing up 3 kids
- [16:28 ] The pros and cons of listing a minimum fee on the website
- [19:35 ] Why you should ask leads ‘What would you love your accountant to do for you?
- [23:05 ] How to avoid giving free advice during the discovery process
- [29:08 ] Whether to send proposals via email or go through them on a call
- [31:27 ] How to keep clients ‘warm’ if they are waiting 3-4 months to be onboarded
- [35:50 ] The impact on workflow and capacity planning after implementing a waitlist
You can connect with Kelly at GrowthMD or on LinkedIn.
This episode of the podcast is brought to you by sponsors:
Teamup: Hire top Filipino accountants without ongoing BPO fees.
TaxValet: Sales Tax Done for You
Liveflow: Advanced financial reporting on autopilot
The Lifestyle Accountant Show is a podcast that helps today’s accounting firm leaders build successful businesses while living healthy, happy lives hosted by Meryl Johnston.
For more information or to get in touch with us, head over to our website lifestyleaccountant.co.
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