How to Get Amazing Clients: A Guidebook to Client Calls


Everyone talks about ‘red flags’ from clients; but did you know that there are specific questions you should be asking to help determine if your client is the best fit for you?

When you meet with a client for a consult you’re there to share with them what the experience of working with you is like; this is how you show your value.  By asking key questions you’ll be able to:

  • show the client what’s important to you
  • illustrate your approach and preferences
  • learn about the clients preferences
  • establish if the client is a good fit for you

Our 48-page guidebook will take you through assessments vs. selling and establishing your baselines for relationship expectations.  It also includes 4 modules with samples questions to help determine not only the general vibe of the clients events but to learn specifics around how the client makes decisions, where their priorities lie and a deeper dive into what level of service and what expectations they have.  The guide wraps up with information on how to use this information to secure a client and a worksheet to bring with you for all calls to help keep you organized.

In our crisis management workbook, we talk about how preventing crisis is a key component to running a successful business and working with the right clients is a solid strategy!

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