Hi Planners! Recently I have been getting a lot of questions from planners about streamlining their inquiry process. The pros and cons or offering a few options or more limited options. How to suss out if the client is the right fit and so much more. It got me thinking about one of my favorite topics - the green or red flag system for evaluating if clients are a good fit for you.

So today’s episode is just that. Entitled Green Flag vs Red Flag Inquiries.

I’ll walk you through what this process is, how you can adapt it, what an important tool it is and when you should use it.

In this Episode:

• Streamlining the inquiry process is essential for planners.
• The green flag and red flag system helps evaluate client fit.
• Not every inquiry should lead to a booking.
• Reflect on past clients to identify ideal fits.
• Create a personalized flag system for better decision-making.
• Consider emotional and statistical factors in evaluations.
• Yellow flags indicate flexible considerations in client fit.
• Improving the sales process enhances quality of life.
• Tweak the flag system as your business evolves.
• Different service levels require tailored flag systems.

Ready to book more clients? Get my Sales Call Template available now. OR want to get the ful Mastering Management Template Bundle? Use code PODCAST for $20 off the bundle.

Happy Planning!

xo, Heather