Determine if they are a good fit for your services. It’s the same as having a quick chat on tinder before meeting up on a date. Gotta filter out the weirdos.
When you qualify clients you reduce your marketing costs because you’re not wasting time on leads that will never become clients, no matter how hard you work. And when your leads are qualified, you can create focused, tailored messaging to really close the deal.
To qualify clients, it’s important to ask:
So you know which clients are easier and better to work with.
For your clients:
This will allow you to see the patterns of why you or team members are losing deals.
Some months people buy others they don’t. This will allow you to engage in the right parts of the year to focus and save time and money.
The pitching process can be gruesomely time intensive if you let it be.
To help you improve it, imagine someone else creating a proposal for your business. They would need need:
They can then pick and choose to make
Make sure you complete this step before moving on.
And if you’d like some help, drop us a line!