The steps to take when a client says no to your services
Here are the questions you need to ask yourself when a client declines your accounting services.
Arguably, you learn more when you fail.
As an accounting firm owner, you’re likely to learn more about your business, services, and offering when a client declines your proposal or takes their business elsewhere, compared to when clients sign up on the spot.
One of the challenges is thinking critically about why they have said no, how you can improve, and what you can do to win them back (if that’s what you want to do).
When a client says no, you need to get to the heart of the matter. Here are the questions you need to ask yourself to get there.
Did you sell certainty?
Before taking the steps to critically evaluate the situation, you need to understand why a client or prospect has declined your proposal.
They may have given you one of many common excuses, such as:
“I can’t afford it.”/ “It’s too expensive.”
“I don’t see the value of that.”
“I’ll stick with my current firm a bit longer.”
“We can do this ourselves.”
Ultimately, these objections rarely come down to price or time. They come down to trusting the outcome.
Uncertainty creates anxiety, and clients don’t want to sign up for added stress.
They need to be certain of the value you can bring, and what that value will materialize as.
According to James Ashford, founder of GoProposal, people need to understand what they’re expecting.
If people can clearly see what you can do for them, their various excuses and objections will disappear.
Did you articulate your value?
Your clients or prospects can’t truly understand the impact your services will have on their business if you don’t spell it out for them.

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