Sample Caregiver Hiring Strategy

Client Type Discovery Worksheet

Identify your clients as hidden liability, poor-fit, upsell, or right-fit clients and determine the right course of action for each.


About this Resource

The purpose of this worksheet is to help you categorize your clients. By going through this strategic exercise, you’ll be able to answer these important questions:

  • Which of your clients will truly help your business grow?

  • Which of your clients are in need of additional services you provide?

  • Which of your clients are distracting you from focusing on your best clients?

  • What actions can you take to help your highest-billing clients promote your business?

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