Client Type Discovery Worksheet

Client Type Discovery Worksheet

Project Description


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:

  1. Which of your clients will truly help your business grow?
  2. Which of your clients are in need of additional services you provide?
  3. Which of your clients are distracting you from focusing on your best clients?
  4. What actions can you take to help your highest-billing clients promote your business?

Project Details