Customer Profile Evaluation Tool

We would love to accept each and every client that requests our services, but that is not possible. We also want to take every nickel or dime of business we can get. But here again, we have come to realize that not all money is worth taking. We want to work with clients that we can trust, and who we believe have certain attributes and values that are consistent with ours. We have carefully selected a set of attributes that we believe will enable us to serve those clients we take on. We want to be brutally transparent, so we have put our 19 Awesome Attributes, which each client will be required to do a self-assessment just as we will use the same tool to do an assessment of each client before we take them as client.

Click here to download this customer profile evaluation tool for self-assessment