Why Your Sales Process Should Protect Your Time (And Still Nurture Future Clients)

Let’s be real for a second—every time a new lead hits your inbox, it feels a little bit exciting, right?

But here’s the thing: not every inquiry means someone is ready to work with you.

Sometimes they’re just exploring. Sometimes they’re still in training mode. Sometimes they just want to pick your brain for free.

So how do you protect your time without burning bridges? That’s exactly what I want to break down today—because this just happened in my business last week.

The Lead That Sparked This Post

I received a sweet email from a new lead. She’d been referred to me and was interested in getting a website. But once she saw there was a $49 consultation fee to book a call, she hit pause. Here’s a snippet of her message:

“I did not realize there was a $49 consultation fee to book a call… I’m currently finishing up some courses and intend to start my Bookkeeping business in the coming months. So for now, I’ll put this on the back burner and follow back up with you closer to when I actually need a website.”

Totally fair. She’s not quite ready—and she was kind and respectful about it.

But here’s the kicker: This is exactly what the $49 consultation fee is designed to do.

It filters in leads who are ready to move forward—and filters out the ones who aren’t there yet.

Why I Charge for Consultations

I used to offer free discovery calls. And every now and then, I’d meet some amazing folks. But more often than not, I’d spend time walking through things with someone who just wasn’t ready to take action.

Charging a small fee does two things:

1. Protects my time (especially as a full-time working mom running a business)

2. Helps me prioritize serious leads

That doesn’t mean I ignore or ghost the rest—it just means I meet them where they are.

Keep the Door Open (Without Giving Away Your Time)

Here’s the reply I sent back:

“No worries! I’m happy to answer any questions you have via email and I look forward to the opportunity to support you when you’re ready! In the meantime, come join my free community newsletter to get helpful resources each week.”

This is key.

I didn’t brush her off. I didn’t pressure her to book anyway. I just invited her into my ecosystem where I could keep showing up with value—on her timeline.

And that’s the real secret to a lead/sales process that works.

Use Your Process to Build an Email List of Future Clients

Some of your best clients will come from people who joined your email list months before they were ready.

If you’re not building a list or keeping in touch with leads who weren’t quite ready to buy, you’re losing a huge opportunity to stay top of mind.

Here’s what I recommend:

   •   Have a clear call-to-action for those who aren’t ready yet (like joining your newsletter or free resource).

   •   Keep showing up with tips, helpful content, and friendly reminders that you’re here when they’re ready.

   •   Make it easy to come back (no shame or guilt—just support and confidence).

Final Thought

Having boundaries in your sales process doesn’t make you inaccessible—it makes you professional.

And when paired with a genuine effort to stay connected, it actually builds trust.

So yes, charge for your time. Use booking filters. But don’t forget to keep the door open for future clients. Your email list is where those seeds are planted—and trust me, some of them will grow into dream clients.

Want to see how I guide leads through my sales process? Start by joining my newsletter where I share weekly tips on websites, marketing, and building a simple online presence that works.

Join the Free Newsletter

Related Posts:

Blogging for Bookkeepers: When to Start and Why It Matters

Blogging is a powerful tool for bookkeepers looking to establish authority, boost website traffic, and attract ideal clients—but it’s a long-term strategy. Before diving in, focus on quick-win marketing efforts like networking, optimizing your website, and engaging on LinkedIn. Once you have momentum, blogging can take your business to the next level.

Read More »

Should You Have a Separate Website for Each Niche?

If you serve more than one niche, you have two options: create a separate website for each audience or keep everything under one site with niche-specific landing pages. Separate websites offer better branding and SEO but require more time and money to manage. Landing pages are easier and cheaper but can make your messaging less clear. Start simple—then expand if needed.

Read More »

Find this post helpful? Subscribe to get the next article sent straight to your inbox!​

Share to...