How are you qualifying new clients?
This is something we’ve struggled with for a few years. How and when to really qualify clients before you do the estimate. Right now our flow is typically people will call and speak to my Admin ...
Forum Discussion
One thing I would add is finding out who is involved in making the final decision. You can have the right budget and timeline but still lose time if the person you are talking to has to go back and get approval from a spouse, partner or someone else. I would rather know that early and try to get everyone on the same page.