What Traits We Look For in a Client
Jul 07, 2023Are you stuck working with unfulfilling clients? While it's sometimes necessary to generate cash flow early on, as our businesses grow, we gain the freedom to choose our clients. It's crucial to identify the right clients for your business. I'll share my approach to client selection and provide ideas for determining who to work with within your own business.
The key takeaways from this episode are:
1. The importance of working with a variety of clients early in business. This experience helps generate cash flow and provides opportunities to learn and grow.
2. The metaphor for client selection. This metaphor serves as a guiding principle for evaluating potential clients and making informed decisions.
3. Applying client selection concepts to your business. Provide actionable steps to help you identify the right clients and make better choices in client selection for long-term success.
What you'll hear in this episode:
[1:53] The value in working with a variety of people early in business.
[3:23] I use this metaphor to determine which clients I want to work with.
[6:46] How to apply these concepts to your own business.
Related Episodes:
Differentiating Between Margin and Markup
You Accomplished Your Goal. What's Next?
What Your Numbers Are Trying to Tell You
Resources:
Connect with Andrea at Liquid Cents Bookkeeping:
https://www.liquidcentsbookkeeping.com/
Tactical Resources:
5-Day Financial Mindset Refresh: https://www.keepwhatyouearn.com/refresh
Create a Custom Podcast Playlist: https://quiz.tryinteract.com/#/6303d4c525b1e80018d47cfa
Grow Cash Flow for Your Business: https://www.keepwhatyouearn.com/endless-cash
Tax Deduction Guide: https://www.keepwhatyouearn.com/tax-deduction-guide
CFO Power Session: Text POWER to 860-609-6374
See how much you can save with an S Corp: https://www.keepwhatyouearn.com/keep-what-you-earn-s-corp-calculator
Additional Resources & Connect with Shannon:
Find everything you need at https://www.keepwhatyouearn.com
Questions about this episode? Text me! https://my.community.com/shannonweinsteincpa
Hire us: https://www.fitnancialsolutions.com/accounting
Find me on IG: https://www.instagram.com/shannonkweinstein/
Meet me face-to-face on YouTube: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ
The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.
