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Free Download | Client Conversation Guide
Start smarter client conversations with this practical checklist built for advisors, accountants, and consultants offering systems guidance.
Use it to:
Spot hidden workflow issues early
Uncover pain points across people, process, and platform
Sense-check data quality and tech readiness
Gauge timing, internal drivers, and project risk
Position your Discovery or Advisory services
Each point includes a conversation prompt and advisor insight to help guide the chat — no tech jargon, no sales pitch. Just real, grounded questions to open doors and demonstrate your value early.
Perfect for:
✔️ Discovery calls and early client meetings
✔️ Scoping potential software projects
✔️ Adding structure to your advisory conversations
What’s included:
A downloadable PDF checklist
10 thought-provoking prompts
Bonus coaching tips for each one
Format: PDF (digital + printable)
Add it to your toolkit — and make every client conversation count.
Free Download | Client Conversation Guide
Start smarter client conversations with this practical checklist built for advisors, accountants, and consultants offering systems guidance.
Use it to:
Spot hidden workflow issues early
Uncover pain points across people, process, and platform
Sense-check data quality and tech readiness
Gauge timing, internal drivers, and project risk
Position your Discovery or Advisory services
Each point includes a conversation prompt and advisor insight to help guide the chat — no tech jargon, no sales pitch. Just real, grounded questions to open doors and demonstrate your value early.
Perfect for:
✔️ Discovery calls and early client meetings
✔️ Scoping potential software projects
✔️ Adding structure to your advisory conversations
What’s included:
A downloadable PDF checklist
10 thought-provoking prompts
Bonus coaching tips for each one
Format: PDF (digital + printable)
Add it to your toolkit — and make every client conversation count.