Before taking on new clients, you should be vetting them by asking qualifying questions during your intake interview, discovery call, consultation, or having them fill out a web form that you have on your website.

Sometimes, clients simply aren’t a good fit for a specific service you offer and you’ll discover this after you hear their answers. When it comes to one-on-one services, a bad fit happens for a variety of reasons. That doesn’t mean you don’t have anything to offer that client; it simply means the relationship they desire may be a bad match for what you offer at this time.

In this video, I go over 2 steps to help you address the problem in a way that can potentially salvage the relationship while still serving the client’s needs.