What do I say to people I put on my waitlist?

What do I say to people I don’t have room for, but want to offer to be on my waitlist? I don’t want to be rude, and it’s not the norm in the accounting space. We’re used to saying Yes to everyone, and this just feels so weird.

“Thanks so much for reaching out. In order to ensure a high quality of service for clients, we only bring in new clients when space is available. Our next available space is likely to open in MONTH, YEAR.

You are welcome to add your name to our waitlist, and we can reach out to you when we anticipate an opening becoming available. There is no deposit required to be on the waitlist., and if the time isn’t right when we reach out to you, you are welcome to hold your spot on the list.

Thank you for understanding.”

 

 

COACHING OPTIONS

Down to 40 Hours: CPA MASTERMIND
Get in control of your accounting practice so you have the freedom to live the life you want, while enjoying your work. You'll make just as much, while cutting the chaos and overwhelm. Registration opens Jan 5th.
Get on waitlist »
$7,500

Single Strategy Session
Perfect for the person who needs a dose of clarity fast, so they can keep moving.
Strategy Session »
$495

Template Disengagement Letter
Make the process a little easier.
Make your own copy »
Free

 

 

Know a CPA who's overwhelmed or overworked? Please consider forwarding them this email :) and thanks!

Received this email from a friend, and you want in? You can subscribe here.

Fair warning: I send 4+ emails per week. If that's too much, put'em in a folder to read with your Saturday AM coffee, or unsubscribe below.

Typoes are freee; your welcome. :)

Got a topic idea, or a question? Send it my way. I love hearing from you.

 
Geraldine Carter