New client discovery
Get a clear next step for your business.
Book a focused conversation with Chris about your bookkeeping, payroll, or business systems. We’ll understand where things stand, what you need, and whether Digisist is the right fit.
Book my discovery call30 minutes · Microsoft Teams · $150 paid at booking
Monthly bookkeeping · Cleanup & catch-up · Payroll · Business systems
Choose your time & pay
Reserve your discovery session and pay the $150 fee securely during booking.
Complete your application
We’ll email the application after booking. Submit it at least 2 hours before your call so Chris can prepare.
Meet with Chris
Use the Teams link in your confirmation email. Bring your questions; no private documents or account access are needed.
Let’s get started
Reserve your discovery call.
Select an available time, enter your contact details, and complete payment. Use the same email and mobile number on your application.
Calendar not displaying? Open the booking calendar.
A few things to know.
What happens after I book?
You’ll receive your appointment confirmation, Teams meeting link, and an application request. Complete the application at least 2 hours before the call. Estimates or “not sure” are welcome.
What if I miss the application deadline?
The appointment will be cancelled so we can meet after Chris has your information. Your $150 carries forward to the replacement discovery session. Complete the application and follow the prepaid rebooking instructions sent by Digisist; do not purchase another session.
Does this start an ongoing service agreement?
No. The $150 covers the discovery session. Any ongoing services require a separate agreed scope, engagement paperwork, and billing setup.
I already booked. Where is the application?
Complete your client application here. Use the same email and mobile number as your booking. If your paid appointment was cancelled for a missing application, use your prepaid rebooking email after submitting rather than paying again.
Need help? Email [email protected].