When you first start your business, turning down clients seems like a crazy idea.
Why would you say no to someone who wants to give you MONEY?! 💸
But after a while, you realize that certain clients are a great fit for your services, and certain clients… aren’t.
The key is to figure this out *asap* so you can quickly decide whether to work with someone or not. 🙌
This means being 100% clear on:
- What you offer, e.g. “hypnotherapy services”
- What your values are, e.g. “honesty, integrity, compassion”
- Who you serve e.g. “people who are truly ready to quit smoking and will put in as much work as required”
- Who you don’t serve, e.g. “people who want a quick fix to stop smoking and hope I’ll do the work for them”
(If you’re not sure who you serve, download my free ideal client checklist here to help you with that).
Once you’ve got clarity on these 4 points, you’ll easily identify the clients who aren’t a good fit upfront—and probably save your sanity in the process.
Because yes, it can be scary to say no to a client (especially if it’s for a well-paid project). But it’s not worth saying yes “just for the money”. Trust me!
Plus for every potential client you decline, you create more space for your dream clients. 👑
Here’s a template you can use to politely turn down clients with ZERO awkwardness.
It’s super short and simple. 😊
And you can either send it as an email or use it to structure your conversation on a call.
Thank you so much for getting in touch—I appreciate you taking the time to offer me the opportunity to work with you on this!
However, at this time I’m unable to proceed with this project. [INSERT A SHORT EXPLANATION HERE, i.e. Unfortunately it’s not the right fit for what I currently offer/I don’t have the capacity to take this work on right now].
If the client isn’t right for you:
One of my contacts, [NAME] at [BUSINESS NAME] also deals with [PROJECT REQUIREMENTS], and they might be a better fit for what you need. Feel free to let them know I referred you. You can get in touch with them at [CONTACT DETAILS HERE].
If you don’t have the capacity to take the client on right now:
If you’d still like to work together, I’ll be available from [DATE]. I’d be happy to touch base with you then and talk about how I can support you to [ACHIEVE GOAL]. I’m also happy to refer you to one of my contacts if you’d prefer to get this done with a quicker turnaround.
Thank you again for your time and I wish you all the best with your project!
Remember, you don’t need to go into tons of detail about why they’re not the right fit.
And since it’s nice to leave a good impression, offering to refer them to a colleague can be helpful (hint: don’t forget to build relationships with other people in your industry so you actually have someone to send them to!).
Here’s to happy clients and a happy you! 🥂