Relationships 101: Sign Your Soulmate Clients with These Simple Dating Tactics

for bookkeepers libby podcast Nov 15, 2021
client relationships



In this episode of Profits + Prosecco Podcast, I’m talking all about how to sign new clients using dating strategies (yup, you heard that right!).

But before we dive right in, welcome to the Profits + Prosecco Podcast! I’m your host, Katie Ferro, CPA, reformed rule follower, creator of Booked Out Bookkeeper, mom to 3 little ones, and Kajabi enthusiast.

This podcast is for entrepreneurs who desire to change their life through their profitable business, and for bookkeepers and accountants who want to escape the 9-5 and start a simple scalable bookkeeping business like I did. 

Bookkeeping increases profits and profits change lives. So pop some bubbles and let me show you how! 

In this episode, I’m going over all the ways that signing clients is like dating – and how you can apply tried-and-true dating strategies to sign your dream clients. For even more juicy details, listen to ALL of episode 53 of the Profits + Prosecco Podcast on your fave streaming platform.



The wrong messaging can attract the wrong client.

Whether you're dating or signing clients, you don't want to attract everybody – you only want to attract the type of person you’re interested in. This is why being specific with your messaging is SO important. You have to ask yourself, “What do I want to draw in, and how can I show up as myself and bring in people who like that?”

If you find yourself attracting the wrong type of clients, step back and ask yourself why. Really objectively study your vibe, your messaging, and your belief systems to identify what’s pulling this into your reality. And from there, you can rewire your system and change what you’re attracting.


If you believe you and your services aren’t valuable, you’ll always find proof of that.

Maybe you keep attracting clients who say they can't afford your services, or they're not ready to take the next step with you. Again, dig into the possible reasons why. Is it in the things that you're saying, or is it in your vibe in general? Are you super nervous? Because if you are, then that's something that people pick up on, both in sales or on dates.

And here’s the deeper thing to consider here: If you believe that nobody wants to pay for your services, you're going to find more proof of that. You're going to look in arenas where people can't afford you and have conversations with people who don't see the value of what you do. Because maybe you don't see the value in what you do. And if that’s true, you’re going to have a hard time conveying that value and getting people on board.

So the takeaway here is that you have to actually believe in your value. You have to be comfortable in your offer. And you have to be willing to get yourself in front of the right groups of people and believe that success actually exists for you.



Sales calls act as “first dates” between you and potential clients.

Sales calls are basically first dates. It's as much about you as it is about the other person, and it's up to you ultimately to decide if it's going to go anywhere from there. But the agreement has to be mutual. So even if you want to work with somebody and they don't want to work with you, (or if you want to go on a second date with somebody and they don't want to go on a second date with you), you'll have to accept those scenarios.


You’re not obligated to continue “dating” bad clients.

Going on that first date or having that sales call does not mean that you're obligated to go on a second date or to take the client on. So before you even go into the call, get comfortable with any outcome. Don't put all your hopes and dreams into this one event, this one meeting, (whether it's a sales call or a first date). Just go explore. Ask questions, be comfortable. Get curious and see. Try to vet whether this person is someone you want to take that next step with. 



Keep your options open and leave the desperate energy at home: The Bottomline

Dating and finding clients are similar in that keeping your options open and not being desperate is attractive for both clients and partners. So when you come in without that desperate energy, your clients (or people that you're dating) are more likely to be attracted to you because they can feel that confidence and the lack of desperation. Your belief in yourself puts them at ease and makes them believe in you, too.

Remember that after you land that partner or client, your job isn't done! You have to continue to deliver for your client and nurture this relationship. Once you sign your client, you have to hold up your end of the bargain. You have to actually do what you said you were going to do and take care of them in the way they deserve to be taken care of. Communication and boundaries are key here, too. So get clear on what’s going to happen and how it's going to happen to establish a healthy and long-term partnership.

 I hope you enjoyed this post! If you're looking for more insight on how to become a bookkeeper, enroll in Become A Bookkeeper (BABs). Or, if you’re confident in your skills as a bookkeeper and want to learn how to grow and scale your bookkeeping business, you can apply for Booked Out Bookkeeper (BOB).

If you enjoyed the episode, please take a second to rate and review. Each review helps us reach and inspire more entrepreneurs and bookkeepers just like you. 

Don’t forget to take a screenshot, share it in your Instagram stories, and tag me at @orderlyaccountingbykatie. Cheers to your inevitable success and I’ll see you in the next episode!