Client Type Discovery Worksheet

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FREE RESOURCE

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.

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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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