What do your best clients really want?

Even though we understand the work we do, it’s not always easy to see what our clients really want and what they care about underneath it all. 

Reflecting on that can change the way you price, package, and communicate your services. 

So here’s a quick prompt to help you get clear – I’ll tally the answers and share them (anonymously) next week. 

…

If you sell monthly accounting, what would your best clients say they want most?

  • A. I just want to know where my money is going.

  • B. I just want to feel less stressed about money.

  • C. I just want to know what the numbers are saying so I can make better decisions.

  • D. I just want ____________________ (fill in the blank).

If you sell tax-only, what would your best clients say they want most?

  • A. I just want to pay the least amount possible.

  • B. I just don’t want surprises at tax time.

  • C. I just want to know it’s done right.

  • D. I just want to know someone’s looking out for me and has my back.

  • E. I just want ____________________ (fill in the blank).

If you sell monthly and tax, what would your best clients say they want most?

  • A. I just want the money stuff off my plate.

  • B. I just want someone to help me keep my money organized.

  • C. I just want one person to talk to about my money who knows my story.

  • D. I just want ____________________ (fill in the blank).

I want to know.

Hit reply and tell me what you sell and how your best clients would answer. 

Let’s get a sharper sense of what really matters to your people.

 
 

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Geraldine Carter