Efficient Prospect Evaluation

🎯 Disqualify prospects quickly to save time and money, as faster disqualification leads to more efficient use of resources.

💼 Establish clear boundaries and specific requirements for working with clients, such as minimum budget, project size, location, time commitment, and payoff structure.

Value-Based Qualification

💰 Qualify by value by setting a Minimum Value Proposition (MVP) that clients must meet, such as a minimum budget or project size, to ensure alignment with services offered.

Situational and Ethical Considerations

🚩 Disqualify clients based on situational requirements, such as too many people involved, too many departments, and certain scenarios to avoid wasting resources on unqualified prospects.

🤝 Evaluate clients based on personality and ethics, including trustworthiness, reasonableness, and willingness to follow recommendations to ensure a good working relationship.