Getting Your First Client

Strategies, scripts, and stories about landing your first paying client as a utility bill auditor.

Thread Replies Last Post

LinkedIn message that landed me a meeting with a hospital CFO by Eugene W. — 9 years ago

9 years ago
by Karen W.

Offering a free bill review — does it work or does it cheapen the service by Anita W. — 9 years ago

9 years ago
by Anita W.

First year retrospective — 7 clients, $52K in fees, lessons learned by Pete T. — 9 years ago

9 years ago
by Pete T.

Property manager referrals - goldmine or dead end? by Faye H. — 11 years ago

10 years ago
by Vic S.

Prospect says they already had an audit done — now what? by Ed T. — 10 years ago

10 years ago
by Derek H.

LinkedIn outreach templates that actually work by Ivan T. — 11 years ago

10 years ago
by Lorraine B.

Insurance agent referrals - how to approach them? by Brenda S. — 11 years ago

11 years ago
by Brenda S.

Did all the work, presented $24K in findings, and client disappeared by Marcus W. — 11 years ago

11 years ago
by Marcus W.

Three clients from one Rotary Club lunch — here is what I said by Manny G. helper — 11 years ago

11 years ago
by Manny G.

First client was a complete disaster — and it made me a better auditor by Elmer R. — 11 years ago

11 years ago
by Elmer R.

Cold calling commercial property managers — my script that works by Karen W. — 12 years ago

12 years ago
by Gloria S.

My former employer became my first client — awkward but profitable by Rob T. — 12 years ago

12 years ago
by Rob T.

My church was my first client — found $11,000 in tax exemption errors by Beverly — 14 years ago

13 years ago
by Beverly

Church audits as practice clients by Phil A. — 13 years ago

13 years ago
by Phil A.

CPA referral partnership — $180K in my first year by Ed C. — 13 years ago

13 years ago
by Ed C.

The contingency pitch — how do you explain zero risk without sounding like a scam? by Frank E. — 14 years ago

14 years ago
by Greg L.

Landed a property management company — 26 buildings and counting by Rachel K. — 14 years ago

14 years ago
by Randy Dawson

My first industrial client — terrifying and worth every minute by Walt D. veteran — 14 years ago

14 years ago
by Randy Dawson

Just got certified — how do I actually land my first paying client? by Terry M. — 15 years ago

15 years ago
by Rob T.