When working with potential clients you will get some who say things like:

"We're all set."

"Our CPA takes care of all of that."

"We've already taken advantage of that ..."

Or any other variations of this verbiage. Usually this is a way that the potential client can "get rid of you" without really having to address the reason for your call or email.

There are a number of easy ways you can respond to this conversation stopper and keep the momentum moving forward. Such as:

"You know I just met with a client last week who said the same thing. The interesting this is, by taking a few moments using our proprietary software we were able to determine that there was substantial benefit available to them. It would take only about 5 minutes to check for you and if there is not benefit there would be no need to move forward."
Last edited by a moderator:
Top Bottom