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Lead Qualification: Assembling a Dream Client Roster

Lead Qualification: Assembling a Dream Client Roster

Released Wednesday, 28th September 2022
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Lead Qualification: Assembling a Dream Client Roster

Lead Qualification: Assembling a Dream Client Roster

Lead Qualification: Assembling a Dream Client Roster

Lead Qualification: Assembling a Dream Client Roster

Wednesday, 28th September 2022
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If you're chasing the ability to work with everyone, you're not going to be able to effectively work with anyone at all. Your life will be too busy and you'll be spread too thin. You have to be super specific about who you want to work with so that you can have the level of focus needed to grow a business. In this episode, I am focusing on helping you understand your ideal client and how to get them in the door while making sure that other people don't sneak in.

 

* Questions about this episode? Text me!: https://my.community.com/shannonweinsteincpa

* Chat About This Episode in the Keep What You Earn Community – http://keepwhatyouearn.circle.so

* Hire us!: https://www.fitnancialsolutions.com/accounting

* Find me on IG @shannonweinstein: https://www.instagram.com/shannonkweinstein

* Catch me in-person on YouTube: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ

* Featured in Yahoo Finance! Read more here: https://finance.yahoo.com/news/10-bookkeepers-accountants-watch-2021-113800161.html

 

 

The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.

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From The Podcast

Keep What You Earn

Keep What You Earn is the podcast for aesthetics and wellness practice owners who want to scale profitably and build a business that is actually worth something. Hosted by Shannon Weinstein, CPA and Fractional CFO, this show is designed for med spa owners generating $1–5M in revenue who are ready to move beyond reactive decision-making and into disciplined, strategic growth. If you're trying to break past the $2M ceiling, improve cash flow predictability, increase margins, open additional locations, or prepare your practice for a future sale, this podcast gives you the financial clarity to do it confidently. Each episode focuses on the financial building blocks that determine whether your practice scales smoothly or stalls under pressure, including pricing discipline, operating margin control, cash flow forecasting, customer lifetime value, and enterprise value planning. This isn't about more spreadsheets. It's about financial leadership. Whether you're preparing for expansion or positioning your practice to sell, Keep What You Earn helps you think like a CFO and operate like a CEO. [Disclaimer: Any opinions, recommendations, and tips offered on this podcast or other social media forums do not constitute individual tax or accounting advice. This content is designed to provide education and awareness about financial topics and responsibility for the benefit of the general public. Please consult a professional before implementing any of the suggestions made by Shannon or Keep What You Earn Co.]

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