Sales and Marketing. Examples of Phone Conversations of what I say when I call new contacts or reps.

Examples of Phone Conversations of what I say when I call new
contacts or reps.

First phone call to Paychex:

Julie: Hi. this is Julie at San Diego Business Accounting; may 1 speak with Dawn
please?

Dawn: Hi. this is Dawn.

Julie: Hi Dawn, this is Julie Mucha. I own San Diego Business Accounting and was
interested in getting some information on the types of payroll service and pricing that
you offer. My services don't include payroll, and 1 want to make sure I have other
resources for my clients.

Dawn: Sure, that would be great, would you like me to mail it. or come to your
office?

Julie: I would like to get together so that we can meet: how would a lunch meeting
sound? | If you offer a lunch meeting, you're buying! It's proper etiquette. |

Dawn: That would be great, how about Sammy's in Mission Valley....

First phone call to CPA:

Julie: HI, this is Julie with San Diego Business Accounting: may I speak with Larry
please?

Receptionist: Larry is not available, make I take a message or would you like his
voice mail?

Julie: His voice mail, please.

Larry's voice mail: Hi Larry, this is Julie from San Diego Business Accounting
Iwhen naming yourself, think of a smaller name! J. I was referred to you by Dawn with
Paychex. I own an Accounting Service, however I don't offer Tax Returns. I am
looking for a CPA to whom I can send my clients' Year End Taxes, and you came
highly recommended. If you are taking on new clients, please give me a call at 619-
449-OG75. I look forward to talking with you.
The ending to that story is Larry called me back, we discussed what services I just
don't want to do anymore, taxes being one of them, we met for lunch, and I met a
down-to-earth CPA who I get along great with. I work with a few other select CPAs in
San Diego who do a great j ob and send me referrals.

Phone conversation with a new client. Sawdust:

Answering machine picks up:

Julie: Hi. this is Julie calling from Sullivan Business Services |that was my old
company name - long story). 1 was referred to you by Dawn with Paychex who
informed me that you are looking for an accountant. Please give me a call at your
earliest convenience. You can reach me at 619-449-OG75

Sawdust: |Returns my call about a week later: I was so busy I forgot all about this
referral. I don't ever recommend forgetting who you call!

Julie: This is Julie.

Sawdust: Hi. this is Chris with Sawdust.

Julie: Sawdust, what do I need Sawdust for?

Sawdust: You called me . . .

Julie: Oh. I'm sorry. I thought you were a solicitor. Hi Chris. I hear you are in need of
an accountant. What can I do for you?

Chris: I need help setting up QuickBooks®. I had someone in here, but they seemed
to have messed it up. I am also looking for someone to set up specialized
spreadsheets to track my jobs and to obtain a bank line of credit.

Julie: No problem: I specialize in QuickBooks. W1P Reports and Bank Financing.
When is a good time to get together so 1 can see where your books are at right now?

This is actually a true story: luckily enough. Chris with Sawdust was forgiving enough
to see me the following Friday and my services were retained. Remembering this
phone call has been the source of many a good laugh because I apparently did need
Sawdust after all. I ended up marrying him five years later!