The First Date: Initial Client Consultation Agenda

Article by Ingrid Edstrom published on Intuit’s FirmoftheFuture.com

When Polymath, LLC became a Certified QuickBooks ProAdvisor back in late 2008, one of the questions on the profile for the “Find A ProAdvisor” website was to check a box indicating whether or not we would offer a 1-hour Free Initial Consultation. Ever since checking that box, the initial consultation has been an important part of our client onboarding process. Learn how you can use this opportunity to ask the right questions, ensuring that your new clients are a great fit every time.

Read the whole article here: The First Date: Initial Client Consultation Agenda

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