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!
Hi Linda,
Having a process to screen potential clients is essential. I so need one !