4P Screen For New Clients
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Free PDF Download Banks Cant Sell - By Donald F. Pooley |
A recent issue of Fast Company, a magazine for small-company CEOs, recommends screening new clients based on these 4 Ps:
1. PEOPLE: Will you enjoy working with this client?
2. PROJECT: Will your work for her or him advance you?
3. PROFIT: Will you profit from this account?
4. PLATE: Too much on your plate already? Will yet another client add too much work for you or your staff?
Don't take on work that will reduce the quality of the work you do right now. When you just scrape by, you can't afford to screen out new clients as you need them.
But as soon as your business grows, become gradually more selective. In the long run you will grow faster and enjoy higher profits, and less stress, if the new clients you take on are appropriate for your business.
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Free PDF Download Banks Cant Sell - By Donald F. Pooley |
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About the Author: Donald F. Pooley Don Pooley, the author of this article, allows you to publish it if you include these credit lines: Copyright 2005, Donald F. Pooley, Inc. Don Pooley CLU, CFP, CHFC, "The Advisor's Advisor" has shared his marketing know-how with audiences of life insurance men in all major Canadian cities, London, Australia, Chicago, New York, San Francisco, Hong Kong, and Singapore, and now in his free ezine. To get more ideas on marketing your services, plus free ebooks, subscribe now at http://www.eTIP.ca/ Click here to visit Donald's website.   Triage Sell Wants Not Needs How to Forward Email Where to Focus Your Newsletter Generating Referrals From Clients |
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