You value and appreciate your clients, but do they feel the same way about your firm? You likely have many clients that are a joy to work with, but I’m willing to bet that you have a few you dread dealing with.
Not every client will be a good fit for your firm. In my recent article, I share five simple steps you can take to find the right clients for your firm. Here’s a quick overview of what I cover.
5 Steps to Finding the Right Clients
1. Listen to Your Gut
Many firms make the mistake of not trusting their instincts. If your gut is telling you that a client would be a bad fit, listen to it.
2. Focus on Certain Niches
Figure out what kind of work you enjoy doing, and consider only working with clients in these niches. Taking this approach will help you weed out tasks and industries that you and your team dread.
3. Choose Clients That Value Your Service
Make sure that new clients can not only afford your service but VALUE it, too. Demonstrate and communicate your value so that clients understand the benefits you provide. Not sure how to demonstrate your value? Check out my article here.
4. Watch for Red Flags
When considering new clients, be on the lookout for red flags, such as:
- Not valuing your time (disorganized, failing to provide inputs in a timely manner, etc.)
- Having to chase them down for documents.
- Failing to communicate timely
Don’t ignore red flags, hoping things will improve over time. You can’t change your client, and charging a premium rate for your services won’t change things either. In most cases, it’s just not worth the stress and toll these clients take on you and your team.
5. Make Sure They’re Willing to Follow Your Processes
You’re the expert here, so you know which processes work best for your team to get things done. Make sure that new clients are willing to follow your process and use your tools. Having a centralized platform like Client Hub for communication, document sharing, and tasks makes it easy and convenient for clients.
I go into more detail about these tips in my full post. I recommend reading the full article here.
To learn more about how Client Hub can help you with client management or to schedule a demo, contact us here.