Why You Should Charge for the Initial Meeting (created by ChatGPT to test a Zap!)

If you’re running a service-based business—especially in accounting or advisory—you’ve likely been asked to offer a “quick chat” or a “free discovery session.” While it may seem like a nice gesture or a clever marketing tactic, offering free initial meetings can drain your time, devalue your expertise, and attract the wrong clients. Here’s why charging for the initial meeting is not only fair—but smart.

You’re providing real value
Even a first meeting involves:

  • Reviewing their background
  • Asking the right questions
  • Sharing insights
  • Identifying potential red flags
  • Suggesting next steps

This isn’t a casual coffee. It’s a strategic session, and your experience is what makes it valuable.

 It attracts serious clients
People who are willing to invest in an initial meeting are:

  • More likely to respect your time
  • Open to professional advice
  • Not just price shopping
  • A better long-term fit

It’s a natural filter for tyre-kickers.

 Your time is limited
As a solo or micro practice, every hour matters. Offering free sessions:

  • Eats into billable time
  • Creates scheduling pressure
  • Can lead to resentment if the client ghosts

Charging up-front ensures you’re working with people who value your availability.

It sets the tone for a professional relationship
Free = casual. Paid = committed.
When someone pays for that first session, you shift the dynamic from “doing them a favour” to being a trusted expert from the start.

 It positions your business as a premium service
Your pricing tells a story.
Charging for your first meeting signals:

  • Confidence in your service
  • Clear boundaries
  • A streamlined onboarding experience

What to say instead of ‘free’
If you’re worried about scaring people off, reframe it:

“Our initial strategy session is $220. You’ll walk away with clarity, direction, and your next three action steps.”

Final thought
Your knowledge is your product. If you give it away for free, you’re teaching people not to value it. Charge for the initial meeting—it’s better for your business, and better for your clients.