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7 MUST-USE Tactics for Screening Website Clients
Screening web development clients is essential in order to avoid clients who may drain your resources, reduce profitability, or create unnecessary stress.
This tip sheet includes seven clever and useful ways to determine, during the initial meeting, whether a client is a good fit or not. For each tactic, we’ve spelled out examples of what to say, why it works, and the red flags you should be looking for.
Meet the Author
Hi! I’m Beth Livingston.
In a nutshell, I am a former IT Business Analyst, Instructional Designer, and Project Manager who traded corporate life to become a full-time WordPress Solution Provider in 2016. I’m a regular WordCamp speaker and founder of The Website Professional Project Manager’s Academy (wproadmaps.com), teaching students to master completing projects on time, within budget, and with desired features, all while maximizing profits.
While currently reworking the Academy curriculum to incorporate Artificial Intelligence time-saving techniques (Project Management for Profit), I also manage my agency in North Carolina, Triad Web Advisors, lead the WordPress Project Management Facebook group, and occasionally organize events for the Greensboro WordPress Meetup Group.
