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3-Day Plan to Attract Bookkeeping Clients

This document outlines a 3-day plan for bookkeepers to attract real estate agent clients. Day 1 focuses on optimizing a LinkedIn profile to appear professional and client-ready, Day 2 involves outreach to 15 real estate agents to initiate conversations, and Day 3 emphasizes content posting and follow-ups to build trust and visibility. The overall mission is to book one discovery call or close one client within the three days.

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elsieandres17
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5 views2 pages

3-Day Plan to Attract Bookkeeping Clients

This document outlines a 3-day plan for bookkeepers to attract real estate agent clients. Day 1 focuses on optimizing a LinkedIn profile to appear professional and client-ready, Day 2 involves outreach to 15 real estate agents to initiate conversations, and Day 3 emphasizes content posting and follow-ups to build trust and visibility. The overall mission is to book one discovery call or close one client within the three days.

Uploaded by

elsieandres17
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

🎯 Your 3-Day Bookkeeper Client-Getting Plan

Mission: Book 1 discovery call or close 1 client​


Niche Focus: Real Estate Agents (since you're already targeting them)

✅ DAY 1: Optimize Your LinkedIn Profile (1–2 hrs)


Goal: Look legit and client-ready

Tasks:

👉
●​ Change your headline:​
“Helping Real Estate Agents Save Time with Monthly Bookkeeping | QuickBooks
ProAdvisor”​

👉
●​ About Section (client-focused, not resume-style):​
“I help busy real estate agents stay on top of their finances, avoid tax headaches,
and save hours each month through clear, simple QuickBooks bookkeeping.”​

●​ Add a Featured section with:​

○​ Service menu (PDF or Canva image)​

○​ Call-to-action: “Book a Free 20-Min Discovery Call”​

✅ DAY 2: Outreach Blitz – 15 Real Estate Agents (1.5 hrs)


Goal: Start 10+ new conversations

Tasks:

●​ Find 15 real estate agents on LinkedIn (use filters)​

👉
●​ Connect with a message like:​
“Hi [Name], I work with real estate agents to simplify bookkeeping using
QuickBooks. Would love to connect!”​
👉
DM once they accept:​
“Thanks for connecting! I help real estate agents stay tax-ready with simple, stress-free
monthly bookkeeping. Would you be open to a free 20-min consultation this week?”

✅ DAY 3: Content + Follow-Ups (1 hr)


Goal: Build trust and visibility

Post this on LinkedIn:

“Most real estate agents I talk to are great at selling properties—but hate managing their books.
That’s where I come in. I offer simple monthly QuickBooks support to help you stay organized,
tax-ready, and stress-free.

I’m offering 2 free 20-minute consults this week—DM me if you're interested!”

Tasks:

👉
●​ Follow up on yesterday’s DMs with:​
“Just checking in—wanted to offer you one of my 2 free consult spots this week.
Would this be useful for you?

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