Now more than ever, it’s important to change your processes to work in a virtual environment. If you traditionally bring on new clients in person, it’s time to adapt your process so you can sell your services from home.

We’re joined by Jennie Moore of Moore Details and the Head of Accounting at Practice Ignition, to discuss how you can find and win the best clients for your business. Jennie scaled her bookkeeping business over the years while working from home and leveraging cloud-based technology.

An overview of some key points we’ll cover:

• How Moore Details thinks about its brand and marketing to attract the right clients


• How to take leads through the sales process


• How to present your services and pricing in a proposal to win clients


• Technology to leverage at each stage of the sales process


• Tips for selling your services in a virtual environment


• Candid advice how Jennie built out her processes at Moore Details