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Evaluating Clients – Part Four – A Suggested Questionnaire

evaluating clientsBy Rickard Jorgensen, FCII, ARM, ACIArb

You may recall the blog postings on the subject of client screening which appeared last year.  To recap, these postings are:

Evaluating Clients – Part One – Why you should evaluate clients?

Evaluating Clients – Part Two – Assessing Potential Clients

Evaluating Client – Part Three – Using Client Information

As a postscript to this we developed a specific questionnaire for use in the evaluation process.  Go here for a copy.

Of course there are many variations on this type of checklist and you may have something more appropriate for your practice.  However, this document should give you some guidance and may suggest additional questions or areas of investigation.  And of course, any feedback is appreciated.