Join fractional CFO Kevin Steel as he reveals his systematic discovery framework that transforms initial conversations into long-term advisory relationships. Kevin demonstrates his complete process, from strategic mind mapping sessions to leveraging Fathom's forecasting capabilities to uncover what clients truly need.

See how he positions fractional CFO services, conducts comprehensive two-hour discovery sessions covering business fundamentals through strategic challenges, and uses Fathom as both a reporting powerhouse and sales tool. Learn how clean data, three-way forecasting, and visualization turn complex financial information into clear, actionable insights that drive confident decision-making.

In this webinar you'll learn:

• How to position fractional CFO services to clients unfamiliar with advisory work
• Kevin's mind map framework for strategic discovery sessions that build trust and uncover true business needs
• See how Fathom's Goal Seek, scenario planning, and three-way forecasting can be used as powerful sales tools
• Strategies for ensuring data quality without taking over bookkeeping
• Why offering substantial upfront value creates 98% conversion rates and long-term relationships
• Structuring monthly board reports that combine financial and non-financial KPIs for comprehensive insights