Schedule a formal call with the prospect and come prepared with targeted questions, including curveballs, to uncover what they really need. Give honest market feedback about their competitiveness and ask about their culture and why they work there. This builds trust and positions you as a retained partner.
Chapters
Is there anything you can share that maybe you would have given yourself advice on? If a client's going to engage with you, you then want to book in like a proper time slot with them. So you want to have a video call or in-person meet. I think that's imperative. I still will sometimes have like mini scripts of certain questions that I want to ask a client. Like, I think it's really important, especially when you're starting off, to almost have that script and just be like, these are the questions I'm going to ask. Put some curveballs in there as well. Add feedback to to your client and say, the market's really competitive. It would be great to go a bit more in depth. Like, what's going to sell you? What's your culture like? Why do you like working there?