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question of the week: pre-screening clients February 22, 2011 posted in Uncategorized

Do you pre-screen each potential client? 

If you are interested in sharing, what is your process for that and tell us a little about how this has helped your business.

Happy Tuesday!

  • Jeannine Kennedy:

    Beverly – thanks for your comment. I did not always pre-screen and I had a lot of no-show appointments, and low budget inquiries. Now I use a questionnaire that I complete over the phone and I think people feel invested once they’ve spent that kind of time with me. I too like feeling prepared for the consult. I can bring along a swatch of fabric or some magazine clippings that show that I put some thought into the meeting.

    2011.Feb.22 9:31 pm

  • Jeannine Kennedy:

    Isha – you are a genius. I thought I had all the bases covered, but I have never asked their time frame to make a decision. I think I will add that. I do put an expiration date in the proposal – usually two weeks from the date I send it. Thank you for sharing your info!

    2011.Feb.22 9:28 pm

  • isha | isha foss events:

    My questions include date, location(s), venue, and wedding pros already selected. These things can tell you a lot about the persons tastes and expectations. I also like to know how many guests, if and who else they are considering (yep, I ask) and their timeframe to make a decision.

    2011.Feb.22 7:06 pm

  • Beverly Harris:

    Yes, I pre-screen each potential client by sending a registration form to be completed prior to our meeting. It’s very good because it also helps me prepare for the consultation.

    2011.Feb.22 4:36 pm




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