{"id":454,"date":"2021-08-19T09:00:40","date_gmt":"2021-08-19T09:00:40","guid":{"rendered":"https:\/\/lisacampbellprofitcoach.com\/?p=454"},"modified":"2021-08-25T18:01:40","modified_gmt":"2021-08-25T18:01:40","slug":"rating-your-current-clients-to-determine-if-they-are-ideal-clients","status":"publish","type":"post","link":"https:\/\/lisacampbellprofitcoach.com\/index.php\/2021\/08\/19\/rating-your-current-clients-to-determine-if-they-are-ideal-clients\/","title":{"rendered":"Rating Your Current Clients to Determine If They are Ideal Clients"},"content":{"rendered":"

As you take on an advisory role in your firm, you are still going to be working with all of your older clients. Some of these clients may be your ideal clients, while others will no longer fit within the business model you are trying to create. It is best to rate all of your clients sooner than later. This will ensure you know who meets your current criteria, who can meet your new criteria, and who you need to let go as a client.<\/span><\/p>\n

How to Rate Your Current Clients to Determine if They are Ideal Clients<\/b><\/h2>\n

Rating your clients is going to be easier than you think. All you need to do is create a spreadsheet. On the left-hand side of the spreadsheet, you will want to list all of your clients. I recommend listing them from highest revenue to lowest revenue.<\/span><\/p>\n

Once you have all of your clients listed, you can create columns for those items that may be important to you. There are no right or wrong items to place in these columns, but the items I recommend include:<\/span><\/p>\n