The 8 Easy Steps to Qualify a Prospective Client

When I started my firm, it seemed that for every one client I loved to work with, there were two that I absolutely dreaded.  Each time I would see an email from them or hear the phone ring, I would cringe.

Being a firm believer that there is no such thing as coincidence, I knew on some level I was contributing, whether consciously or not, in bringing these clients into my life and that of my business.  That is when I learned that I had the power to change these circumstances and work with only clients that I loved.

I embarked on a journey of self-discovery and created these 8 easy-to-use and easy-to-implement steps on how to qualify a prospect and work with only clients that you love.  These very same steps can be used when hiring employees, subcontractors and vendors.

□ Step 1:  Set-up a scheduled time to speak with your prospective client via telephone
□ Step 2:  Send an email reminder with call instructions
□ Step 3:  Create a “New Lead” form for the call to capture important details and delegate tasks
□ Step 4:  Making the Call/Receiving the Call
□ Step 5:  Open your conversation with the “Pre-Call”
□ Step 6:  Ask your qualifying questions
□ Step 7:  Provide prospect with information about your company
□ Step 8:  Close your call by moving the prospect to the next step

Use these steps to qualify whether or not a prospect is a fit for you and your firm. 

Want to know more?  Click here to learn more about my 8-step easy-to-use and easy-to-implement process on How to Qualify a Prospect & Work With Clients You Love!