Article by Ingrid Edstrom published on Intuit’s FirmoftheFuture.com
In July 2015, our team at Polymath, LLC realized we needed a better way to triage the onslaught of new client inquiries we were receiving. There were more calls coming in than our small bookkeeping firm could service, and many of the inquiries were not a good fit for us. Thus we created our New Client Questionnaire. Check out this article on the Firm of the Future website to learn how this process may be able to help you find the right clients in your business.
Read the whole article here: Matches Made in Heaven: 4 Reasons to Have a New Client Checklist