How to politely screen clients

Melissa Kidd, Director of Motem

There can be a lot riding on first meetings. They can be the springboard to a long and fruitful relationship. But they can also be a waste of time.

How can you make sure you’re sitting across from the types of clients that you actually want to work with? Cue a screening call. This polite conversation, ahead of your first meeting, can help you determine fit, manage expectations and protect your time.

Learning objectives:

By the end of the session, participants will be able to:

  • Recognise the right questions to ask
  • Use techniques to manage expectations
  • Delicately decline from progressing any further