Why Should Filter Clients?
Why should service providers filter clients from day one?
We are instinctively attracted to others with whom we share similar traits, goals, philosophies, interests, sense of humor, or even life experiences. Such a shared interest in a specific subject often creates unique attraction and develops a strong positive bond between people. It is true in the business world as well.
In business, ensuring that both; sellers and buyers share a similar perspective and understand who they are dealing with is essential to fostering a positive relationship with clients.
Thus, filtering your clients from day one will allow you to find clients genuinely interested in buying your product or service. Data revealed that 68% of successful companies pre-filter their clients.
What is a client filter:
A client filter is a straightforward method of crafting different clients' accounts depending on how you expect them to behave in the long run. It ensures your marketing efforts and strategies attract your ideal customers so that your money, time, and effort are not wasted.
Filtering your clients involves creating detailed accounts about everything. It streamlines The blind management system and helps you maintain a responsible and accountable image from the very first day.
On the other hand, it is equally important to filter out customers who are hindering rather than helping your business grow.
The manifold Benefits of filtering your clients from day one:
When operating a business in the long run, filtering out your clients and creating customized reports for each transaction helps you remember their personalized requests and deliver a tailored-made solution according to their needs.
About 62% of retailers said to have a competitive advantage due to data analytics and information gathering.
Personally, it also feels like client filtering and management becomes a lot easier when it is done from the beginning since it gets integrated into the professional system from a time when the client load is at a minimum.
Let's dig more about the endless benefits you get if you start filtering your clients from the first day:
1. Provide a good quality atmosphere for employees:
Filtering clients provides a great professional environment for your employees and team members to work with. Some clients are difficult to deal with, and in the end, you won't get anything for your hardcore efforts invested in Inspiring them. According to Sutton, 95% of companies deal with toxic clients regularly. Filtering clients ensures your employees do not have to deal continuously with clients, negatively affecting their productivity.
2. Remove problematic customers from your long-term list:
Problematic customers can cause problems both financially and socially in your transaction system.
According to a study, about 64% of the study respondents encountered at least one difficult client within the last; 2 years.
Although dealing with toxic clients is a part of business, you can remove or list them as less priority to save your precious time. Keeping such customers away from your focus is all it takes to indulge your time and effort for some genuine long-term customers and grow together.
3. Prevent conflicts and controversies with clients:
Your client base is the foundation of a good brand image. Conflicts and controversies highly impact the client system and the production system negatively. Conflicts and disputes with some customers can fuel many negative hashtags about your brand.
The easel of social media can lead to bad reviews or public conflicts affecting your brand image. Thus keeping such clients out of your list is all that you need.
4. Increase worker productivity :
Filtering out clients provides a uniform arrangement that helps build a better organizational work ethic and increases worker productivity. In addition, different team members can be assigned different tasks depending on their strengths; therefore, your company's overall productivity skyrockets. According to data, problematic clients negatively affect 57% of employees’ engagement, 56% of their morale, 52% reduce motivation, and 43% of their performance.
5. Retain your human assets:
According to the data published in Spiceworks, about 60% of employees quit their jobs due to a problematic client. Besides, 53% of employees working for over seven years were likely to quit their job, while 67% of employees who worked for 5-6 years were more likely to resign. Thus, filtering clients helps you keep such customers out of your list and work towards employee retention.
On what basis should you filter clients?
There are positive and negative ways to filter your clients. In the depositing section, you will arrange clients according to their requirements and plans, allowing them to receive personalized care in a minimum amount of time. On the negative side, you will filter out everyone you do not want to do business with.
1. In favor of clients:
- Clients were looking for long-term service:
Long-term services are always beneficial for both the client as well as you. It decreases all opportunity costs and increases productivity from the side of your employees or team members. Filter out those clients who might be potentially long-term customers at your firm.
- Clients resonate with your brand idea:
Your ethics and ideas are important to you and your employees and should be valued by your client as well. Clients who resonate with your brand idea will be more sympathetic and open to communication than a client who doesn't.
- Clients who are good to your employees:
Clients who are good with your employees will boost your production process, and your employees will feel more motivated to do their work. Similarly, there will be no conflict, and newer clients will receive reviews of personalized care and good relationship management from your firm.
2. Filter your client list against:
- Bad personal behavior:
Bad behavior is the number one crazy guy against which you should filter out clients because these types of relationships never last long. In an attempt to maintain the relationship with these clients, you might lose the value of the employees and your existing image.
- Bad Credit:
Clients who have bad credit or a bad system of finance should not be chosen for your service since these clients will not be able to meet your financial requirements within time.
- No accountability:
If you find your clients blaming you and your team members for everything that goes wrong and have no sense of accountability on their part, this client probably should not be on the list of your filtered clients. Keeping them out also boosts the dignity of your team members and increases organizational value.
Wrapping up:
Filter out your clients when the list is small so that you can continue to do this without any issues when the list starts to grow. It is one of the foundations of good business strategy that is often overlooked by many business owners, mostly at their peril.
