Publish December 5, 2023
How to find PERFECT clients
client meeting

How to Prequalify Clients for Your Design Business

Are you feeling overwhelmed, juggling multiple projects in your design business? Do you want to take your business from a hobby to a hundred K and beyond? If so, you’re in the right place. Welcome to the Six Figure Designer Podcast!

In this episode, we’re going to discuss the importance of prequalifying potential clients and how it can help you attract the right projects and achieve your business goals. So let’s dive in!

Why Prequalify Clients?

One of the main reasons designers struggle is because they often accept projects that are not a good fit for them. This can lead to wasted time, energy, and resources. By prequalifying clients, you can ensure that you’re only working on projects that align with your ideal client and project criteria.

Setting Clear Criteria

To start prequalifying clients, the first step is to have a clear understanding of your ideal client and project. Consider factors like geography, types of projects, and value level. These criteria will serve as a filter when evaluating potential leads.

Utilizing Contact Forms

If you’re getting leads from your website, make sure to include a contact form that gathers important information. Ask for the client’s full name and project address, as this information will help you evaluate the fit and potential value of the project.

Prompt Response and Personalized Communication

Once you receive a lead, it’s crucial to respond quickly and in a personalized manner. Whether it’s through an automated message or a call from your assistant, make sure the potential client feels valued and understood. High response rates increase the likelihood of landing the project.

The Initial Phone Call

For leads worth investigating further, schedule a 15-minute phone call. During this call, discuss the project, ask questions, and lay out your ground rules for working together. Building rapport and effective communication are essential, as they help determine if the project is a good fit.

The On-Site Appointment

If the phone call confirms a potential fit, schedule an on-site appointment to walk through the project and discuss the scope further. Sending a “shock and awe” package before the appointment can give clients a clear understanding of what it’s like to work with you. Include information about your processes, a blank contract, and frequently asked questions (FAQs).

The Benefit of Prequalification

By prequalifying clients, you streamline your process and save time by focusing only on projects that align with your criteria. Clients appreciate knowing what to expect and feeling comfortable with your approach. Prequalification also helps establish trust and ensures you’re making a sound financial decision for your business.

Listen to the complete episode of the Six Figure Designer podcast on my website or on iTunes to gain further insights into transforming your design business and breaking through that five-figure ceiling and keep up with my other blog posts!