AreWeaGoodFit?Pre-ScreeningPotentialClientsWithKindnessandRespectAreWeaGoodFit?Pre-ScreeningPotentialClientsWithKindnessandRespectGiphy GIFGiphy GIF

Are We a Good Fit? Pre-Screening Potential Clients With Kindness and Respect

Recently I reached out to a company through their calendar link to inquire about their bookkeeping services. While booking the appointment, they asked me several questions about my income.
The income ranges were broad. I do not know much about this company, so I am eager to find out if they are someone with whom I can trust my financial information.
I work with several accountants as I help with forensic accounting research. I could be a strong referral base for them by letting them know about my accountant clients who refer business owners who need bookkeeping.
Reasons for Not Pre-Screening Potential Clients
There is nothing wrong with getting to know a potential client to understand if they will fit into your ideal client avatar. By not pre-screening potential clients, you open yourself up to a larger pool of potential customers.
Alternative Methods for Pre-Screening Potential Clients
I agree that prescreening potential clients is a necessary process to ensure that you are working with individuals or organizations that align with your business goals and values. Create an online quiz that asks questions related to your business goals and values.
Thoughtful Ways Of Prescreening Potential Clients
To sum up, prescreening potential clients can help you avoid working with individuals or organizations that may not align with your business goals and values. Instead of asking yes or no questions, ask open-ended questions that allow potential clients to express themselves fully.
Use positive language when communicating with potential clients. These approaches can help you build positive relationships with potential clients, even if they may not ultimately become clients of your business.