EP 315 | Client Intake & Experience with Porsche Williams
March 14, 2023
An efficient and elevated client intake is a critical part of creating a superior client experience. Determining whether the client is ideal for you, requires your focused attention as you seek to answer the potential client’s questions and provide an overview of your firm’s unique value.
In this episode we learn:
- the principal designer should not be the first person a prospective client speaks to
- outsourcing client intake elevates your design firm’s status and value to prospective clients
- common red flags during the client intake
- saying no to clients that aren’t ideal allows you to say yes to clients that are ideal
- always collect the consultation payment at the time of booking
Always prepare for growth. Sometimes you have to bring on additional staff before you have the projects to keep them busy. It seems backward, but this approach allows you to have time to properly train and onboard your team so that when new projects and opportunities present themselves, you and your team have the capacity and knowledge to knock it out of the ballpark!
Yes! We are so proud to officially be a BOD™ partner and we’d love to invite your members to experience the benefits of a consistent, streamlined, and elevated client experience with the help of The Prototype. We have 3 service offerings available exclusively to BOD™ Members. TP Delight Gift Strategy session, Client Intake & Experience, and TP Delight Gifting. No matter where you start, you can have confidence that our strategies and services are time-tested and proven for interior design firms.LEARN MORE
Legal Disclosure | This podcast is for educational purposes only and should not be used for any legal decisions. Kimberley Seldon Design Group, Kimberley Seldon Productions Inc., Kimberley Seldon Design and Media, Inc., Business of Design™, or any of its affiliated companies or staff is not responsible for any errors or omissions effecting accuracy in any content, and they will not be held liable for the use or misuse of information, facts, details or any other aspects should there arise any defects, errors, omissions or perhaps inaccuracies. Extensive research has been conducted to put this podcast together for the purpose of educating our industry in order to better serve the public. Care has been taken to acknowledge ownership of copyrighted material. The advice and strategies contained herein may not be suitable for every situation. This work is offered with the understanding that we do not render any legal, accounting or other professional advice. Seek the advice of a lawyer and/or other competent professional person in all matters of law. Further, listeners should be aware that internet websites mentioned may change or disappear between when this was recorded and when it was listened to.