Jun 2, 2026 · 3:00 PM
Strategy — Pricing & Follow-up
47 min with Hannah Novak
Strategy
Recap
The short version of what happened
We confirmed the new pricing tier (+22%) and built a 3-touch follow-up cadence. Kim Tax Advisory is leaving money on the table by quoting on the first call and never following up. Action: raise prices on the next 5 quotes and implement the sequence. Risk to watch: founder fear of pushback — we role-played two objections.
Transcript
The full conversation
H
Hannah
Walk me through the last five quotes. What did you charge and did you follow up?
SK
Sandra Kim
Honestly... I quoted on the call each time and only one got a follow-up text.
H
Hannah
That's the leak. You're a closer with no second touch. We're fixing that today.
SK
Sandra Kim
I get nervous raising prices though. What if they walk?
H
Hannah
Some will. The ones who stay pay you what you're worth. Let's role-play the pushback.
SK
Sandra Kim
Okay. Let's do it.
What was decided
Check items off as you go