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How to Use Discovery Calls to Make One-Call Closes


Cost Free
Presentation Length 1.0 hour

Recorded DateJuly 18, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

If you've been talking to a prospect for longer than 20 minutes and they aren't ready to engage you or you haven’t determined whether they're a good fit, something is wrong with your approach. Your prospect wants something: either an end to their pain or a dream come true. It’s your job to find out what that is. Begin your conversation there. The one-call close can work for you consistently if you qualify the people you’re initially speaking with early and if you’re following a step-by-step blueprint to close sales. By putting in a little extra effort to address concerns and appeal to your client’s emotions, you can take almost any sales call and potentially turn it into a one-call close.

Learning Objectives:

  • Practice the art of the pre-sell

  • Identify client’s objections and goals

  • Determine the definition of success framework of discovery calls

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Lee Reams II

CountingWorks PRO
CEO and Founder
(818) 338-8700 ext. 222

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Lee Reams II (Founder & CEO) is the energy behind CountingWorks PRO. He is actively involved in product development, marketing, and website development. He prides himself on listening to clients' needs while developing first-class solutions and is known to monitor his iPhone at all hours of the day. In addition, Lee has presented marketing and growth concepts to tens of thousands of tax and accounting professionals. When Lee is not busy putting his ideas to work, he enjoys spending time with his wife, Allison, and daughter, Whitney. Also, he is an active hiker, mountain biker and loves exploring the Sierra backcountry.

About Our Presenter

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Trusted by thousands of tax and accounting professionals and with award-winning marketing automation technology, CountingWorks PRO has been helping professionals to build and grow five-star practices for more than a decade. With its marketing automation technology, CountingWorks PRO provides small firms with state-of-the-art digital marketing technology and automation solutions which include websites, blogs, email newsletters, secure client portals, appointment and e-sign tools, social media marketing, search engine optimization, reputation building and more. With its TaxBuzz and CountingWorks financial marketplaces, CountingWorks PRO provides ways for millions of small business owners and taxpayers to connect and engage. For more information, visit