Using an Application to Find Your Ideal Clients

If you are a coach, consultant or other professional service providers, I don’t have to tell you how frustrating it is to be on a sales call with someone who is not a legitimate prospect and believe me, it feels bad for them too.   When you are just getting started, you may choose to work with almost anyone who is able and willing to hire you, but  once you are established, and find yourself in the enviable position of having a waiting list or being able to hand pick your clients, you need a system. 

Having a screening or application process in place allows you to focus on identifying and serving only those clients that have the motivation, expectations, and resources to benefit from working with you, who will achieve amazing outcomes, and who will happily sing your praises, all of which helps keep your pipeline full.   We have all heard that you need to attract your ideal clients and repel everyone else, but how do you do this in a practical and efficient way? 

One of the strategies I have developed in order to make sure I am getting in front of the right people, for the right reason at the right time is my consultation process and the language I use and the questions I ask of anyone scheduling a consultation with me.  I use Calendly, but you can apply the same process to Acuity, Schedule Once or any other online scheduler.  

In this value-packed solo episode, I walk you through my exact system and how it benefits both me and the prospective client, even if we decide not to work together.  

  • What to call it & why: consultation, interview, application, discovery call 
  • How it creates value for your ideal client & deters those who will never hire you 
  • The 5 questions you simply must ask (and what happens if you don’t) 
  • Uncommon advice on your availability and appointment reminders 


Also mentioned in this episode: Claudia Schalkx, marketing consultant


If you find yourself thinking “I never thought about screening my prospects like this,” I’ve got a lot more expert guidance to share with you.  Being a solopreneur can be overwhelming and you don’t have to figure it out alone.  The first step is to identify which habits and behaviors are holding you back.  I created a quiz with 6 different behaviors I see in female solopreneur.  Once you take the quiz, you will receive specific feedback, guidance, and practical advice about steps you can take to fix it.   

Click on this link to take the quiz: What’s Holding You Back?


With 20+ years of experience as a psychotherapist and 7+ years as a coach, I rarely meet a solopreneur who wouldn’t benefit from some expert guidance. Click here to schedule a free 30-minute consultation to see if my signature 12-week 1:1 coaching program is right for you.

If you are the kind of entrepreneur who learns as much from others as you do when you and your business are the sole focus, my brand new group membership program is starting soon and the first step is to get on the waitlist. 

Click here to be notified of all the details: Group Coaching Waitlist 


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So, that’s all for now, Driven Woman!  Please join us next week for an amazing guest interview on being confident on video with Helen Polise, The Tik Tok Teacher and in the meantime, stay driven! 


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