Are You and Your Client Right for One Another?

When you receive a referral from a colleague, or a lead from one of the list directories, it is important that you qualify whether or not that individual and business and your firm are a fit for working with one another.

What do I mean by fit for working with one another? 

When your business needs and parameters within which you operate, are a match for the business needs and parameters within which the client operates. 

This means not trying to be everything to everyone! I know how talented people in our industry are which naturally translates into our being able to meet the vast and diverse needs of the businesses we work with.  The key to success is doing it in such a way that supports the way we operate our business.  Not constantly transforming ourselves to fit into the way our clients operate their businesses’.  And that success starts with your understanding:

□ What services your business offers

□ How those services are offered

□ Who you like to work with and why

Before I transformed my client base, I had no real understanding of those three critical elements which is why for every one client that I loved working with, I was working with two, who were making my life difficult.

Too often service providers place the needs their clients before their own.  Before long, find themselves endlessly working around the clock.  This only leads to burn out and resentment.  But it doesn’t have to be that way.

Think about outsourced payroll companies like ADP or PAYCHEX.  When you work with them, they explain to you their process for doing payroll. If you want to their services, you must prepare your payroll within their parameters.  Otherwise your staff won’t get paid.  Your freelance bookkeeping firm can require the same thing. 

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!

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