92. Offering a DIY Template: How to Profit from In-Between Clients

Controversial opinion: Sometimes, you have to downsell before you can upsell.   As bookkeepers, we're used to the principle of upselling: doing our best to get clients to commit to our highest-value offers. But downselling can be just as valuable, which is why this week I'm going to talk about all the reasons why you should be offering a DIY template as a downsell option! We're going to talk about the purpose of offering a DIY template, who that offer should be directed to, how to sell one successfully, and how downselling can actually lead to more business for you in the long run.     CONNECT WITH KATIE:   Website: https://www.katieferro.com/   Instagram: http://www.instagram.com/orderlyaccountingbykatie   The Bookkeepers’ Corner Facebook Group: https://www.facebook.com/groups/thebookkeeperscorner/     EPISODE RESOURCES:   Ready to take action? Apply for the program that's right for you:   If you're looking for more insight on how to become a bookkeeper, and how to say hello to a more confident business model, enroll in Become A Bookkeeper (BABs): http://www.katieferro.com/become   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 Life By The Books™ (Libby): http://www.katieferro.com/life   Kajabi affiliate www.katieferro.com/kajabi for extended 30 day trial