Client Check

My five-minute screening checklist before I quote anyone over $2k

Screening clientsToday Companies5d ago 2

Short version: verify the legal entity name, check who is actually authorized to sign, ask how they intend to pay before you price it, search the name here and on the county court site, and note whether they push back on a written scope. It is not foolproof but it has saved me twice this year.

2 replies

Anonymous

2d ago

Adding one: ask for the billing contact in writing. Anyone who will not put a name and email on the invoice is a problem later.

Anonymous

2d ago

The pushback-on-a-written-scope one is the real tell. Every time.

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