Client Type Discovery Worksheet

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:

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

Designed to help you build an effective, modern marketing strategy that fits your agency, this marketing checklist provides 3 different marketing schedules, Light, Moderate and Aggressive. Choose the plan you feel most equipped to handle, and keep track of your progress. There are extra fields for additional efforts as well, so you can track everything you’re doing in one place.

This guide will help you…
  • 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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Client Type Discovery Worksheet preview