Are you working with clients you like?By Nina Kaufman, Esq.
Do you like your clients?
Do they respect the advice they give you? Does it feel like a collaborative relationship when you’re working together?
If not, that’s a sign you need to shore up your intake process.
(Do you have one?)
During challenging times, it’s tempting to take any client that has a pulse and the promise of a bank account. Whether a prospect is a good fit means more than just is this work in your wheelhouse?
In this short video, I share the high points of a conversation with my client that helped her realize she wasn’t screening prospects carefully enough for a good fit:
“Good fit” includes things like:
- Have they worked with providers like you before?
- Can they pay you?
- What’s their deadline?
If you’d like to work with someone who can give you 1-on-1 guidance on developing your intake process, let’s set up a call at KaufmanBusinessLaw.com.
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