"I officially got my first diagnostic review!" - Heidi Miller-Ford

"I had two people reach out to set up an apt with me!" - Patricia Fox

"I did my daily ‘reach out to 3 people.’ Within seconds I got a reply...asking me if I could assist. Of course I said yes!" - Veronica Calvillo

What do all these people have in common? They joined the

Getting Clients Cohort

If you're ready to get over yourself and TAKE ACTION, then join us for a full month of guidance, support, and accountability, as you:

Grow your network

Make and strengthen connections

Demonstrate your expertise

Complete a diagnostic review

Land a client

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Preparatory Training

Before you get started marketing, we'll train you on all the free tools you'll be utilizing throughout the month:

You'll get set up on Calendly so people can make appointments with you.

You'll set up and optimze your LinkedIn profile, so people recognize you as an expert.

You'll learn how to set up your BooksMatch profile, so you are attractive to those looking for a bookkeeper.

You'll learn how to use Canva to create a logo and customized QBO QuickTip templates.

You'll play our fun game to brainstorm your own personal nextwork.

You'll learn our signature 321 Marketing Method that you'll be using throughout the month.

Group Support

Then, once the month starts, you'll work with the group to stay accountable to your daily activities:

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Daily

Grow Your Network

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Weekly

Make & Strengthen Connections

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Monthly

Demonstrate your Expertise

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3 Times per Day

Grow your network by reaching out to an individual and asking for an introduction (not a referral!). We'll work with you to:

Remember the people you already know. (You'll be surprised at how many you can come up with--most people have social amnesia!)

Meet more people.

Know what to say and how to say it.


2 Times per Week

Make and strengthen connections by:

Setting up your LinkedIn profile for maximum impact.

Adding two people to your network every week.

Posting two QBO tips every week. (We'll show you what to say and how to say it.)

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1 Time per Month

During the course of the cohort, you will conduct at least one diagnostic review/consultation with a business owner.

Get out of your head!

This entire program is designed to help you TAKE ACTION. As a special bonus, my dear friend Stacey Lauren of Do The Thing has agreed to include her Find Your Voice Challenge that is proven to get you out of your head and into action--all while magically creating a cohesive and supportive group environment for all the participants. Here's a taste:

Here's what others are saying about Stacey's program...

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And here's what others are saying about the Cohort...

This cohort was a game changer for my business. It helped me realize the ways I have been limiting myself and letting fear keep me stuck. Through the challenges, I practiced using my voice and stopped keeping myself small. I realized the power of having a community behind me, all working together with a shared goal. I proved my fear wrong: I didn't receive judgment when I put myself out there. Instead, I received lots of support and opportunities that were there the whole time. I just needed to be open to them.” - Sara Walls

"I am so shocked, excited, and terrified all at the same time. This challenge and the Build Your Confidence workshop are coming in handy. I went to search the name of someone I know on LinkedIn yesterday to message him and another person I know, which I hadn’t even thought of, popped up. I decided to go ahead and message him as well. Last night I got a message from him saying that he uses QuickBooks and his business is really starting to ramp up and he hasn’t done a good job keeping up with his books. He was interested in learning more. So we have scheduled a meeting!!! [Then later...] I officially got my first diagnostic review from one of the people I connected with during the challenge!!” - Heidi Miller-Ford

I had two people reach out to set up an apt with me! So looking forward to keeping up the steps we used in this challenge!” - Patricia Fox

“I did my daily ‘reach out to 3 people.’ Within seconds I got a reply from my ex client saying her boyfriend just started a sheet metal company last December and they have no bookkeeper. They were thinking about getting a QBO account to start getting ready for tax season. She asked me if I could assist. Of course I said yes!” - Veronica Calvillo

“I am really excited tonight! I have two diagnostic reviews scheduled, one for tomorrow evening and one for Sunday afternoon. Both are with people I have known for a few years and the timing of my reaching out was perfect. They both are in need of a bookkeeper and there I was, sending them messages! I definitely owe so much to the 321 Cohort.” - Cathy Duncil

Spend ONE MONTH to Kick Start your Business!!

In this unique group environment, you'll have the motivation, connection, and accountability to

finally get moving in your business.

You'll understand exactly what actions you need to take to have the conversations necessary to land clients.

My 100% Money Back Guarantee to You

Actually signing up the client is up to you, but if you take all of the necessary steps in this course and do not conduct at least one diagnostic review/consultation, we'll give you your money back.


Got Questions? We've got answers!

Will there be any other costs involved?

No! All of the methods we're going to teach you are totally free. We do recommend a couple of things, however:

1) You must be a certified QBO ProAdvisor. The entire program is designed around promoting this expert status. If you need help passing the test, you can purchase our course at a discount and get certified in about 5 hours (details below).

2) You will need marketing prompts. These are available in the QBO Gym (details below), or you can come up with them yourself.

3) We will not teach you how to do a diagnostic review. If you do not know how to do this, you can purchase our Cleanup course (details below) or use one of the many other resources available online.

Do I need to learn technology?

Yes! Before the first day, you will need to set up the following:

1) LinkedIn account. You will receive training on how to use LinkedIn for your marketing. If you use LinkedIn for your current job, you can set up a separate, personal account, as long as you have a different email address. You can choose to use a social media platform other than LinkedIn, but you will not qualify for the guarantee if you do this.

2) Canva account. You will receive training on how to use Canva for your marketing, but you must sign up for your account on your own.

3) Calendly account. You will need this (or another app) so that people can make appointments with you.

4) Facebook account. Our private Facebook group is where you will connect with your peers in the group, and honestly, it's where the magic happens. If you are not on Facebook, you will not be able to participate.

Will I need to attend live calls?

No. You will receive pre-recorded training and instruction.

Do I have to have my business set up?

No. If you are not set up to actually take clients, that's fine. You will still build your marketing muscle and understand what is required when it's time to get off the ground. The only thing that is required at this point is to be a certified QBO ProAdvisor (see below).

Can I get started later in the month?

No. There is prep work that needs to be done before the cohort starts each month, so we have set the cutoff for the cohort enrollment to the 23rd of the preceding month

What are the details of the guarantee?

You must follow all instructions and participate in all aspects of the program. This includes setting up and using the technology that we recommend and reporting your 3 daily reach outs, 2 weekly connections, and posted QBO Tips.

If you complete all the tasks as instructed and do not land a least one diagnostic review/consultation, you will receive your money back for the cost of participating in this cohort. (This does not include any additional courses you may decide to purchase below.)

Something came up. Can I transfer to a different month?

No. Once the month you have signed up for has started, you must complete that month or sign up for another one. Your payment is not transferable.


Now Let's Do This!

P.S. The cut off date for enrolling in next month's cohort is the 23rd day of the month. For example, if you sign up by February 23rd, you will be assigned to the March Cohort. If you sign up February 24th through March 23rd, then you will be assigned to the April Cohort.

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Special Offer - Fast & Easy ProAdvisor Certification

In order to participate in this cohort, you must be a certified QBO ProAdvisor. Everything we do will revolve around establishing your expertise as a QBO expert!

If you are not yet certified, you can use our program to get it done in about 5 hours using our Fast & Easy course.

Grab it now for $90 off the retail price.

[[9700 | currency]] [[18700 | currency]]

QBO Gym (Optional)

As part of this cohort, you will be posting on social media weekly. The QBO Gym helps you not only increase your confidence and strengthen your expertise, but provides prompts you can use in your marketing.

If you are not a member of the Gym, you will have to come up with your own ideas of what to say.

Add the QBO Gym now for $10 off the monthly subscription.

Alternative free resources include attending the weekly livestream and signing up for the free QBO Gym Challenge.

[[6900 | currency]] [[7900 | currency]]

Then $69.00 monthly

Fast & Easy QBO Cleanup (Optional)

Our goal during this cohort is to land you a diagnostic review/consult with a potential business owner. It's up to you to sign the client.
If you do not know how to conduct a diagnostic review, our Fast & Easy QBO Cleanup course will guide you step-by-step with what to look for and how to present your findings in a way that almost everyone signs up.
Get $700 off the Fast & Easy QBO Cleanup course now.
Obviously, we recommend our course, but if you are looking for another way to learn this, there are many alternative resources available online.
[[129700 | currency]] [[199700 | currency]]

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