Client Screening Strategies

Effective client screening is essential to distinguishing between potential A/B clients and less desirable C/D clients. To achieve this, firms must develop a more intimate understanding of their ideal clients' values and past experiences, which helps identify the traits that make them great fits. Mindful inquiries into non-quantitative metrics, such as clients' personality types and their previous interactions with other service providers, will uncover valuable insights. Moreover, establishing a filtering process through client intake forms ensures that only those fitting the A/B profile are engaged with, thereby optimizing client relationships.