Why A Screening Process Helps You Avoid Red Flags With Customers

Have you ever found yourself taking on a new customer but you knew there were red flags from the get go? Sure, we know you have a lot of overhead to cover and may be hesitant to walk away from any potential deals but if it doesn’t fit into your “box” it could potentially cost you time and money in the long run.

So again, like you started off with communication data, communicate and educate. You’re gonna have to do that internally, but you’re also gonna have to do that with your prospective clients. Educate them off the bat. The screening process you brought up is huge.

We started implementing that a couple years ago and man, I cannot tell you the trouble and the stress, and aggravation. It saved us a hundred percent because, you kind of, when you go away from your processes in your systems and you see these red flags happening with clients or potential clients, and you make exceptions because, hey, we gotta make money. We have to grow our business. But the more you stick to your guns, the better off you’re gonna be.

So if you find yourself as a restorer, if you’re by any chance listening to this, you might be in marketing or a marketing person, or a restoration company, stick to your guns. The red flags are so obvious within the first 10 seconds of talking to somebody. You need to set up part of your systems as a screening process to say, “Here’s our ideal client. Here’s our avatar. Here’s who we wanna work for. This is how it goes, and this is what we’re gonna do.” And you never deviate from that because you will never, ever win.

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