The first call is your chance to make a long-lasting impression. Preparation, listening, and sincerity matter just as much as expertise.

Be Reliable and Prepared
Clients judge professionalism by your consistency. Check your facts, have all relevant information ready, and always deliver on follow-ups.

Take Notes and Pay Close Attention
Write down client needs and points during the call these notes will guide future conversations and demonstrate attention to detail.

Respect Their Time: Speak Clearly and Stay Brief
Begin with a short self-introduction and set a clear agenda. If there’s time for small talk, keep it genuine and light.

Ask Thoughtful Questions
Show curiosity about their business or concerns, and listen more than you speak. “What are your top priorities for the upcoming tax season?” signals care and partnership.

Demonstrate Your Expertise Without Overselling
Mention your experience only as it directly supports the client’s needs. Humble confidence goes further than bravado.

Follow Up Promptly
Send a recap or brief message after the call to confirm next steps. Reliability builds trust from day one.