What you will learn

  • When a client is ready to move forward
  • How to ask for the appointment or the commitment
  • What to confirm before the client leaves

Signs the client is ready

  • They ask about documents, dates or how to start.
  • Their questions move from “why” to “how”.
  • They tell you about their situation in detail.

Ask clearly

A good close is simply a clear next step: “Would you like to book your appointment for Tuesday or Thursday?” or “Shall we start your intake now?”

Confirm the details

  • Date, time and location (or virtual link).
  • The documents they need to bring.
  • The fee and how it will be paid.
  • Who to contact with questions.

Sample script (fictional)

You: It sounds like we can really help with your new business income. Would you like to book your appointment for Tuesday at 10 or Thursday at 2? I will send you a checklist of what to bring.

Practice

Write a document checklist message you could send after booking an appointment.

Training content for Nationwide Tax Experts. All scenarios use fictional prospects. Never promise refund amounts, dates or results.

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