The Special Event is part of the Informa Connect Division of Informa PLC

This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. Number 8860726.

Connect with the Entire Event Industry.


How to Vet Your Potential Clients Effectively

Brian Green  (CEO, By BrianGreen)

Location: 161

Date: Wednesday, May 4

Time: 4:00 pm - 5:00 pm

Pass Type: All Access Pass, CS Conference Pass, CS Premium Pass, Combined CS/TSE Education Pass, TSE Conference Pass, TSE Premium Pass

Track : CS+TSE Bridge, CS-Business & Professional Development

Associations & Accreditations: CMP

Vault Recording: TBD

Have you ever found yourself with a client that you can not for the life of you figure out how you missed the red flags at the beginning of the journey? That's because you aren't asking all the right questions in the vetting process, or you just didn't vet them at all. I'll teach you strategies to avoid the pitfalls, ask the right questions, and feel confident that the client is your ideal client.

Attendees will learn
1. Ten key questions to ask to determine if this is a good fit for your business
2. How to position their brand to mitigate requests from clients who are just "shopping"
3. Strategies to make you a better partner to your clients
a) Working with a Partnership Mentality
b) How to articulate your value to potential clients up front
c) Properly define their ideal client (thinking beyond the avatar)

45 Minute Session with a FREE give away of Key Questions to Ask Clients in the vetting process