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MenuAnswer with the truth.
And perhaps follow their question up with a question such as "Why do you ask?"
This serves 2 key purposes:
1. It helps you get to the root of what they are looking for / need / want. And regardless of whether you get that particular client's business or not - you gain valuable insight into the mind of your market.
2. It positions you as the adviser... Asking "why" helps you get more clarity so that you can make sure you are the best fit for them. In fact - their answer might prompt YOU to say "I'm sorry - it sounds like we might not be a good fit for you." By willing to walk away you show poise, confidence, and professionalism.
For more tips and assistance with growing your agency - give me a call.
Best of luck!
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