Episode 40: Vet Clients First

Episode Synopsis:

In this episode of Time Well Spent, we explore how vetting clients first helps you protect your time, scope, and margins so your business runs smoother and more profitably. You’ll hear about: 

• Why skipping client vetting usually costs more time and money in the long run. 

• How unclear budgets and poor expectations create scope creep and team frustration. 

• Practical questions to ask early so you can assess fit before saying yes. 

• Using public information like LinkedIn and company data to confirm claims. 

• How vetting protects your calendar so you can focus on best-fit clients. 

• Clear ways to set boundaries around price without sacrificing relationships. 

• A simple client vetting checklist and how to standardize it across your team. 

• Tools and processes that make vetting repeatable and less stressful. 

• Why vetting strengthens margins and helps you say yes to the right work. 

Related Article: Why You Should Always Vet Your Clients First