I am re-reading Michael Port's
The truth is, though, not
every client is a client you want, and it’s impossible to be all things to all
people. As Michael says, when you
deliberately select people to work with, you have the energy to do your best
work (versus feeling drained and pressured all the time) and can connect with
people on a deeper level and gain their trust (versus always feeling like you
have to re-prove your case and fight for the next project).
Michael suggests taking the
following steps to create the perfect client roster:
1. Define the characteristics of your ideal
client. What type of people do you love
being around? What do they talk
about? What ethical standards do they
follow? What’s their personality? How do they learn?
2. Look at your current client base. Who do you love interacting with the most? Who are the clients who don’t feel like work
to you? Get a clear picture of these
people in your head. Write down the top
5 reasons you like working with them.
3. If you were only working with ideal clients,
what qualities would they need to possess in order for you to do your best work
with them? Be selfish and write without
thinking or filtering your thoughts.
By knowing who your ideal
clients are and selecting only those who have at least 75 percent of the
qualities you identified, you will have more fun, accomplish greater results,
and experience more fulfillment in your business.





Good article. I agree that you definitely do NOT want every customer you get, but in the beginning you should take whatever comes your way until you can afford to cherry pick clients. Over time you can weed out the bad customers and replace them with better ones.
Posted by: Cincinnati Lawn Service Guy | September 21, 2009 at 04:17 PM
@CLS: Yes, good point. Beggars often can't be choosers in the very beginning.
Posted by: Alexandra Levit | September 21, 2009 at 06:34 PM
Good reminder as we move into a new round of fundraising. Thanks!
Posted by: Whitney Johnson | September 22, 2009 at 09:39 AM
Your post is wonderfully relevant--and exceptionally meaningful to me.
I'm a specialist in performance improvement, working with officers, execs and senior managers in one-on-one relations...and occasionally with highly customized team training. When I first got into this business more than 25 years ago, a significant piece of the work was problem-oriented...and I decided that that was not the client I intended to work with. I left that client base to the industrial psychologists.
As a result, I made the decision to working with fast-track people,assisting in learning, improvement,etc. The shift was difficult because 20 years ago coaches were brought in to work with technically valuable "problem people," but over three or four years, I completed the transition.
My clients always make for a gratifying experience as well as a lot of fun. I don't announce it too loudly, but I suspect I learn as much from them as they from me. An Amex client told me to raise my fees. A McKinsey client defined my business for me. An architectural client made unbelievable demands--and taught me a lot. Those are the experiences that never go away.
It's rare to turn down a client, but I still do it. My reputation has gotten around so that now my service is viewed as an opportunity rather than, well. . . evidence of a disease.
Quite a few years ago an exec introduced herself to me near the elevator bank in the Pillsbury building--and told me she'd been pushing her boss for the funding to work with me for nearly three years, and now she had the money. She was fun to work with, fast-track, and a great learner. Oh yeah, she's now an exec at General Mills. . . and that kind of client is deeply satisfying for me. I work because I enjoy it.
Posted by: Dan Erwin | September 23, 2009 at 10:29 PM
@Whitney: I would love to hear more about the world of fundraising sometime. I bet that requires a special skill set.
@Dan E: Your journey continues to inspire me. General Mills, huh? I understand they are looking to become more competitive with young professionals. If they're looking for a speaker/trainer, I hope you'll send them my way!
Posted by: Alexandra Levit | September 27, 2009 at 02:33 AM
Hey Alexandra. Great work. It is so important to understand the fit of the client exactly as the employers look for the right fit of candidates in jobs. I thought of this analogy as i beleive these are exactly the points to be considered while hiring a new candidate in a team. Despite all the skills and qualities a person has, it's important to understand the team dynamics and the psychological match of the people in the team.
We have discussed an important research paper on our blog in that context and i would love you to give me a feedback on it.
Here you go:
http://www.hirelabs.com/blog/2009/08/27/understanding-team-dynamics-before-hiring/
Take care Alexandra. Well done once again:)
Posted by: Oscar Hernandes | September 30, 2009 at 09:20 AM
Great topic with a group of core question on an issue that does not recieve enough attention. I work in the arena of Career Formation and am a free agent who understands that while many may "need" my services the clients that want what I offer are the best.
I appreciate you bringing this up and I want to be challenged by the tough question.
KEEP UP THE GOOD WORK
Posted by: Community Action Hero David Yorka | October 05, 2009 at 04:18 AM