How to nail client meetings

This week on the pod it's just Rachel and Lynne as we answer a listener question about how to nail client calls.

We compare warm leads (often via referrals and niche networks) with cold leads (often from Google), and share tactics and tips on how we handle professional calls, including researching the client (website, socials, ABN and reviews); being punctual and prepared; using interviewing and soft sales skills along with reflective listening.

We also discuss how to handle the question of budgets by stating indicative pricing, adjusting scope, offering tiered options, and focusing on value, plus being prompt with quotes, setting validity windows, and clarifying terms such as deposits, SEO non-negotiables, and limits on revisions. We also cover longer discovery calls for web copy projects, using transcripts/AI notes, and the value of meeting clients in person to build trust.

Here are links to some of the article we discuss:

• Why to offer tiered pricing (blog) https://rachelslist.com.au/why-you-should-offer-tiered-pricing-as-a-freelancer/
• Client brief template (shop) https://rachelslist.com.au/portfolio/client-brief-template/
• Quoting freelance projects with Lynne Testoni (shop) https://rachelslist.com.au/portfolio/21062/

Gold members of Rachel's List can listen to the lunch club with Treasa Edmond on nailing discovery calls, which includes her downloadable checklist. https://rachelslist.com.au/freelance-writing-jobs-australia/lunch-club-library/

Find Lynne www.lynnetestoni.com

Find Rachel www.rachelsmith.com.au

Rachel's List www.rachelslist.com.au

Thanks (as always) to our sponsors Rounded (www.rounded.com.au), an easy invoicing and accounting solution that helps freelancers run their businesses with confidence. Looking to take advantage of the discount for Rachel's List Gold Members? Email us at: hello@rachelslist.com.au for the details.

Episode edited by Marker Creative Co www.markercreative.co