Show Summary:

In today's episode of the Grow My Accounting Practice, we sit down with Craig Dacy to unpack the simple but powerful changes that more than doubled his firm's sales close rate in 2025.

Craig walks through the key metrics his team began tracking to identify where prospects were dropping off, and the three strategic tweaks that transformed their sales process. From refining their messaging and intake process, to reframing the purpose of consultations, and simplifying conversations so prospects weren't overwhelmed with information, each adjustment helped create a clearer and more effective client experience.

The episode also explores how building a consistent follow-up system helped convert more conversations into committed clients. It's a practical look at how small, intentional improvements in your sales process can lead to major results for your firm.

 

Website:
https://www.dacyfinancialcoaching.com/

YouTube:
https://www.youtube.com/@therapybusinesspod
https://www.youtube.com/@CraigDacy

 

Corporate Partner:
BILL. - https://www.bill.com/

 

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