Customer Experience Tip #1022

It’s not always easy, but it’s important to let a prospective client know when you believe their firm is not a fit with yours. Perhaps you don’t specialize in what they really need. Perhaps you believe their people will be thought of as too much of a “chore” by your staff and negatively affect morale. Or perhaps your gut is just telling you to pass on the opportunity. In any case, you should stay true to yourself and your team (and that prospect) by choosing to not engage. That said, you might offer to introduce them to another provider you feel may be a better fit. You’ll be doing yourself, your prospect, and perhaps your entire team a favor.

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