Which sales call are you hosting?

Discovery Call

Call Sheet

Script

My name is __ and I’m a growth (role) here at Next Level Business.

Thank you for arranging a discovery call with us.

This is an opportunity for us to learn more about your business, understand what’s working well, the challenges you’re facing and how we can help you to overcome those challenges.

I will then answer any questions you have and if we think we’re a good fit for each other, I can arrange a proposal meeting with our CEO.

How does that sound?

Great. Firstly, I need to get a feel for the size of your business so that if we do choose to move forwards with a proposal meeting, I can arrange that with the accountant who will be able to best serve you.

Questions

  • A – So what prompted you to reach out to us?
  • B – What’s working well in your business?
  • C – What challenges are you facing?
  • D – What is your annual revenue?
  • E – How many employees do you have?
  • F – What current accounting software do you use?
  • G – On a scale of 1 – 10, how would you rate your current accountancy function?
  • H – What would make it a 10? (this is an amazing question because it arms you with the precise information you need to convert this prospect into a client)
  • I – When is your year-end?
  • J – What questions can I answer of yours?

Meeting Booking

Fantastic, so I believe we could certainly help you with those challenges and help you to grow your business in the way you’ve described.

The best way to move forward would be to put you in contact with our CEO Paul, because he has a lot of experience with helping businesses of your size to achieve the goals you’ve described here.

So, the next step would be for us to arrange a proposal meeting with him if that works with you.

This is where Paul would be able to go deeper into your business and your challenges and give you some real value during that meeting.

This wouldn’t be a big sales pitch. We actually make it a valuable experience for you by showing you how you can take your accountancy function to a 10 and outlining the blueprint for making that work.

We will then show you what that would look like if you wanted us to provide that function from an investment point of view and we will actually produce an instant proposal for you.

If you’re happy with that proposal and you want to proceed, you will be able to sign-up there and then. But there will be no pressure to do that. In order to make that meeting the best use of your time, there’s a couple of bits I’d like to send you before that meeting. Information, videos etc.

This outlines how we work and would save us from having to talk about ourselves during the meeting. That way we can focus all of our attention on you and impacting your business from the outset. Does that sound good?

“Before engaging with Next Level Business we had had a bumpy period. Since engaging we have recovered our form and our business has gone from strength to strength, diversifying into other industries outside Formula 1 and improving both our profitability and cash position as well as implementing plans to save us a small fortune in tax. We are ambitious for our business and we have found a partner in Next Level Business to help us achieve our ambition”

Simon Burchett
Company Name

Actions

Book Proposal Meeting

Sign Off

Ok, that’s all booked and you’ll receive confirmation by email and a calendar entry request.

To make sure Paul can prepare fully for the meeting, we need you to do 1 of 2 things, or both would be fantastic.

  • Can you add Paul as an agent/advisor within your accounting system. Use name Paul Layte, and email [email protected]
  • Can you send over your latest financial reports.

This lets Paul have a real understanding of your business before your meeting. Ok, that’s all from me.

If you have any questions at all, then please call me back. Thank you and we look forward to meeting with you soon.

We’re changing the world for many of our clients so remember to use client examples in your calls. They are a vision into the future for those looking to work with us.

Contact Us

Proposal Meeting

Open Go Proposal
Call Notes Sheets

Agenda

The meeting agenda is as follows:

  • Business Goals
  • Personal Goals
  • Service Plan & Roadmap
  • Decision Time

Fall Back

Follow-Up Meeting

What makes us
different?

We are your entire finance department—bookkeeping, specialists, software, and processes— at a fraction of the cost of building a dedicated department.

Industry Experts

Our finance and accounting experts are focused on helping you manage growth and reach your goals. Get a dedicated finance function with expertise in your industry.

We Scale

Our finance function and level of support grow with your business needs. Whether just starting out or already international, you’ll find us competitive for the services our clients find invaluable.

Strategy

Our finance experts offer support from operations to strategy. We bring our experience from large public companies to ambitious, high-potential, high-growth businesses like yours.

Cohesion

We plan for the complexities of internationalisation, fundraising and managing growth. Our consistency brings clarity and speed to decision-making for you.

Tech Provided

Our team designs and operates high-tech finance functions for many growing businesses. Draw on our accumulated experience and achieve best practices and efficiency.