Business of Design ® | Interior Designers, Decorators, Architects & Landscapers

EP 315 | Client Intake & Experience with Porsche Williams

03.14.2023 - By Kimberley SeldonPlay

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An efficient and elevated client intake is a critical part of creating a superior client experience. Determining whether the client is ideal for you, requires your focused attention as you seek to answer the potential client’s questions and provide an overview of your firm’s unique value.

In this episode we learn:

- the principal designer should not be the first person a prospective client speaks to

- outsourcing client intake elevates your design firm's status and value to prospective clients

- common red flags during the client intake

- saying no to clients that aren't ideal allows you to say yes to clients that are ideal

- always collect the consultation payment at the time of booking

It’s time to take control of your business.

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