Geraldine Carter

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"What's a nice way to tell a prospect they can go on my waitlist?"

Recently I wrote about 5 ways to say “no” graciously.

(You can view that email here.)

Reader Penny R., CPA wrote in to ask a version of this question:

“How can I say no to a client I don’t have time for now, but could be on my waitlist?”

"I can take you on, but not right now. My next opening for a monthly client is in x-month. Would you like to be on the waitlist for the next opening?"

You can take this to the next level by asking for a deposit:

“If know you’d like to start in x-month, you can put the first month down as a deposit and that will guarantee your spot.”

As a business owner, there’s little like being in demand.

As a CPA, you are in demand. :)


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