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How to Decide Whether a Potential New Client is Suitable 

  • August 30, 2019

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There’s nothing like a bad client to put a black cloud over your freelancing business. Bad clients suck the energy out of your work and leave you feeling deflated and shortchanged. Yet it can be difficult upon first contact to decide whether a potential new client is suitable or a whole heap of trouble just waiting to be unleashed.  

As a freelancer or solopreneur, spotting the future potential of a new prospect might feel like an impossible challenge, especially if you’re new. The temptation to say “yes” to any client project can feel overwhelming when you’re first starting out or you’re facing financial problems.  

However, a bad client can cause so much chaos and upheaval that you end up losing valuable billable hours tending to their every whim. These hours could instead have been used in marketing your business and attracting better clients. Sometimes, it’s more sensible to turn down certain prospects even when you desperately need the work.  

So how do you decide? How do you judge whether a potential new client is a good fit for your freelancing services, your personality, and indeed, your long-term career? 

Here are some factors to consider: 

Your strengths

Will accepting the prospect’s project play to your strengths?

You know your strengths and weaknesses. There are some services and project types about which you are supremely confident. There are others, which although you offer on your website, are more difficult and perhaps less tried. 

When faced with a new prospect, decide whether the prospect’s project plays to your strengths, especially if you’re feeling some doubts about their character. It’s a lot easier to manage a bad client from a position of confidence than from a feeling of doubt and inferiority.  

Communication

Is the prospect clear, polite, and prompt in their communications? 

Whether it’s by email, phone, or an in-person meeting, if the prospect is leaving you confused, anxious, and/or waiting, then warning bells should be sounding. These negative signs rarely improve once the project officially commences, especially when it comes to paying invoices on time. 

Great clients are the complete opposite. They respect you as a fellow professional and are quick to answer your questions, share information, and even share a joke or two. They are a joy to work with and leave you feeling positively energized. 

Realistic budget

Is your prospect haggling over your prices? 

Bad clients will see your services as nothing more than a commodity to be bartered over like a cheap rug in a bazaar. When you quote a project fee, they will try to find ways to reduce the price and maybe even offer promises of future work in return for a lower rate. 

This is a bad sign. It shows they have little respect for your skills, experience, and expertise. Unless you’re a complete newbie with zero portfolio samples, it’s usually wise to avoid price hagglers. 

Great clients are willing to pay the going rates, and higher, for your skills and are usually a lot easier to work with. 

Realistic timescale 

“We need this project delivered by the end of today.”

You’re almost certainly familiar with an enquiry from a potential client asking whether you can complete a job at the drop of a hat. Regardless of what services you offer and to which sectors, it’s usually nigh on impossible and certainly unreasonable to meet this demand. 

Such a request is a sign that the prospect has little understanding of your skills and experience. 

Great clients understand you probably have a waiting list and existing client projects which take precedence. They also understand their project requires time, research, discussions, and revisions, which might take weeks or even months to complete. 

Unless you’re really desperate and have zero clients, then requests like this signal potentially unsuitable clients. 

Realistic brief

Like with an unrealistic timescale, an unrealistic brief is also a warning signal. A poor brief is usually muddled, vague (or overly complicated), completely unworkable, and even outside of your skillset and specialism. 

Some prospects might be open to redefining their brief with your help, and that’s fine. Others will be set in their ways and demanding. The latter group are certainly clients to avoid if you deem the brief to be unrealistic or a lot of extra hassle you just don’t need. 

Long-term potential

The ideal client, in any freelancing field, is one who stays with you for many years into the future. Some freelance services are perfectly attuned to retainer work, such as business blogging, social media, and coaching. Many other freelancing professions have clients who return again and again, over months and years. 

These are all prospect types with positive long-term potential.

It’s worth considering whether you want to work solely with repeat clients or a mixture of one-off and retainer. Getting to know new prospects and clients can be time consuming, especially if you attract a lot of potentially inappropriate prospects. 

Your current need

Are you in desperate need of money? Do you need more portfolio samples pronto? Would you like to test out a brand new service? 

Your current need is another factor to consider when deciding whether a new client is suitable. Sometimes you really have no choice but to accept a less than ideal prospect. 

While they may be a little demanding or cash-strapped, what they do pay might be a welcome reprieve in your current circumstances. Or, they will provide an excellent new sample for your growing portfolio. You sometimes just have to bite the bullet and get the job done as best you can. 

Gut instinct

Trust your gut instinct. Intuition can be a powerful tool when it comes to filtering out potentially bad clients. Little warning bells will begin to sound in your mind as you subconsciously spot the signs of problems ahead. 

Of course, you won’t always get it right. And this applies both ways. Sometimes a seemingly curt or chaotic prospect actually turns out to be an amazing client in every way. On the flip side, that seemingly perfect and polite prospect, can turn into a Mr. Hyde as soon as the project begins. 

However, most of the time, your instincts will be accurate. Judge accordingly. 

(See also: 10 Reasons Why Freelancers Should Drop a Client)

Attracting the right type of client

To be a successful freelancer, you need to be careful when it comes to accepting new projects. Part of the secret in attracting good clients is strengthening your client attraction strategies. If your branding is poor and your marketing sporadic, you’ll position yourself as a commodity, rather than an experienced and knowledgeable professional. 

It’s essential to create a brand that acts as a magnet to your dream prospects. You’ll then have an easier time in assessing whether a potential new client is suitable, or not. Plus, you’ll earn a lot more money and be a lot happier in your freelancing career.  

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-Navigate to Settings>Online Payments, click “Configure Gateways”
-Click the “+” and select “Custom” under the option of providers.
-You can then put into place instructions for your clients.
 
With this option, when your clients click “Pay Now” on the invoice, your custom payment instructions will pop-up!

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Free Invoicing Software for Small Business.
Focus on doing what you love.​ We’ll help with the invoicing​:)

 
Create a Free Account!

Enabling/Disabling Nav Modules

Forever Free

Add or remove “modules” from your account navigation & client-side portal. 

  • Invoices
  • Recurring Invoices
  • Quotes
  • Credits
  • Projects
  • Tasks
  • Vendors
  • Purchase Orders
  • Expenses
  • Recurring Expenses
  • Bank Transactions

Only add those modules to the navigation that you’re using, to increase efficiency and streamline your account navigation!

​

Free Invoicing Software for Small Business.
Focus on doing what you love.​ We’ll help with the invoicing​:)

Create a Free Account!

Create Taxes per Invoice Total or per Invoice Line-Item

Forever Free

Powerful tax settings.

  • Create up to 3 separate tax rates per invoice total.
  • Create up to 3 separate tax rates per individual invoice line-item!

You may have line-items (services or products) that are tax exempt, others that require taxation. You can create multiple tax situations per client or invoice! 

Invoice Ninja also supports creating inclusive & exclusive taxes per client as needed

  • Exclusive taxation: $100 + 10% = $110
  • Inclusive taxation: $100 + 10% = $100 ($90.91 + tax $9.09)

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Free Invoicing Software for Small Business.
Focus on doing what you love.​ We’ll help with the invoicing​:)

Create a Free Account!

​Enable/Disable Recurring When Cloning

Forever Free

Save time by cloning invoices within a client, or clone an existing invoice to a new client! You may wish to clone a invoice from one client to another and set up the new invoice as recurring with auto-billing, or vice versa! 

​

Free Invoicing Software for Small Business.
Focus on doing what you love.​ We’ll help with the invoicing​:)

 

Create a Free Account!

Setup Automatic Credit Card Gateway Fees

Forever Free

You may wish to pass along your credit processing fee to your clients if they pay by credit card, or simply to encourage your clients to pay by ACH bank transfer! Set up automatic fees at your discretion or enable the fee to auto-match your gateway fee!

​

Free Invoicing Software for Small Business.
Focus on doing what you love.​ We’ll help with the invoicing​:)

Create a Free Account!

Bulk Emailing Invoices & Quotations

Forever Free

If you wish to semi-automate emailing out invoices & quotes to your clients, utilize the bulk send feature! Simply select all the invoices & quotes and click “Send” and your account will automatically que them up to go out! 

​

Free Invoicing Software for Small Business.
Focus on doing what you love.​ We’ll help with the invoicing​:)

Create a Free Account!

​Multiple Currencies & Languages

Forever Free

Invoice Ninja supports dozens of languages & currencies!

You can set different languages & currencies per client! Is your account in English, but it would be nice if your French speaking clients saw their client portal in French or Spanish speaking clients seeing payment instructions in Spanish? We have you covered!

Languages and currencies can be set per individual client!

​

Free Invoicing Software for Small Business.
Focus on doing what you love.​ We’ll help with the invoicing​:)

Create a Free Account!

Importing Expenses & Vendors

Forever Free

Keep all records up to date & run accurate reports by importing Expenses. Expense importing can be done manually anytime, or you can automate it with our new banking Yodleee integration!

​

Free Invoicing Software for Small Business.
Focus on doing what you love.​ We’ll help with the invoicing​:)

Create a Free Account!

Item & Product Library System

Forever Free

Why waste time typing? Create product & services in your Product Library! When creating invoices simple click from the line-item selector to quickly populate invoices and email them out!

Your product library also works (optionally) together with the Inventory feature! You can define the # of inventory stock available and when creating invoices the product library will reduce inventory levels and notify when you’re running low!

​

Free Invoicing Software for Small Business.
Focus on doing what you love.​ We’ll help with the invoicing​:)

Create a Free Account!

Alerts When Client Views & Pays Invoices

Forever Free

Want to know when your client clicks to view their invoice?

Set up notifications when clients view quotes, invoices, make payments, and also if a clients payment fails. 

If you have additional account users, you can also be notified when your User are creating and sending out quotes & invoices! 

Many notification options to keep you informed of all actions taking place within your account!

​

Free Invoicing Software for Small Business.
Focus on doing what you love.​ We’ll help with the invoicing​:)

Create a Free Account!

Projects, Tasks & Track Time

Forever Free

Task time-tracking allows you to accurately record every second spent on each individual task and quickly transfer timed data to the relevant invoice.

  • Create Project, Tasks, and Track Billable-Work
  • Convert Timed-Tasks to Invoices with 1-Click
  • Easily Categorize to Search Tasks & Projects

When you’re done with a task or series of tasks within a project, simply click and send your work-time to an invoice with 1-click!

​

Free Invoicing Software for Small Business.
Focus on doing what you love.​ We’ll help with the invoicing​:)

Create a Free Account!

Accept Deposits & Partial Payments

Forever Free

Do you require a deposit or down-payment from clients to commence your work?

Set partial payments/deposits with unique due dates for partial payments/deposits! After your client pays the partial payment the invoice will automatically update itself with the balance due and set the new final invoice due date.

​

Free Invoicing Software for Small Business.
Focus on doing what you love.​ We’ll help with the invoicing​:)

 

Create a Free Account!

Approved Quotes Auto-Convert to Payable Invoices

Forever Free

Automate your workflow! When you email out quotations to your clients, they can “Click to Approve” the quotation which then converts the quote into a payable invoice!

Invoices can then be paid online with 1-click, and your account documents all steps!

​

Free Invoicing Software for Small Business.
Focus on doing what you love.​ We’ll help with the invoicing​:)

Create a Free Account!

Client-Side Portal & Invoices/Payments History

Forever Free

Every action your clients take is recorded and viewed into their client-side portal. 

Invoices, quotes, payments and more are tracked.

Uploaded documents, payment methods, client-profile – everything is accessible and recorded to ensure a smooth experience for you & your clients!

Your clients also have dynamic functionality to run their balance statements with custom date & data parameters!

​

Free Invoicing Software for Small Business.
Focus on doing what you love.​ We’ll help with the invoicing​:)

Create a Free Account!

Recurring Invoicing & Auto-Billing Clients

Forever Free

If you have clients that need to be billed again & again on a fixed schedule (weekly, monthly, etc…), Invoice Ninja offers auto-billing via the world’s favorite payment gateways:

  • Stripe
  • WePay
  • Braintree
  • Authorize.net​​
  • Mollie
  • GoCardless
  • Square
  • Eway Rapid
  • PayFast
  • Checkout.com
  • Paytrace
  • Forte

Auto-billing (AKA “token billing”) is a feature that enables the payments system to capture your clients’ credit card details and store them for billing at a future date. Token billing enables auto-billing, which means future invoices can be issued automatically. Invoice Ninja integrates seamlessly so you can enjoy all the advantages of token billing via your Invoice Ninja account.

​

Free Invoicing Software for Small Business.
Focus on doing what you love.​ We’ll help with the invoicing​:)

Create a Free Account!

Track Inventory Levels

Forever Free

The inventory management feature works together with your “product library”!

Set inventory stock within your product library with threshold notifications. When you create invoices and populate invoice line-items, the inventory stock levels will reduce automatically! When your stock runs low the system will email you a notification reminder to stock up!

​

Free Invoicing Software for Small Business.
Focus on doing what you love.​ We’ll help with the invoicing​:)

Create a Free Account!

Invoice Template Designs

Forever Free

Beautiful well formatted invoices are critical to show clients that you mean business!

Invoice Ninja offers 11 invoice template designs. Free users have 4 free invoice templates, Pro & Enterprise user have all 11 invoice template designs.

Each invoice template can be customized with your company logo, colors scheme to match your brand, and detailed formatting customizations are also offered!

Give your clients a truly branded experience with your company by customizing your invoice templates to match your company branding! 

​

Free Invoicing Software for Small Business.
Focus on doing what you love.​ We’ll help with the invoicing​:)

Create a Free Account!

Online Payment Gateways

Forever Free

Integrating your Invoice Ninja account with a payment gateway allows clients to pay their invoices with 1-click! 

The payment gateway processes the transaction in the background while your client never leave their Invoice Ninja client-side portal. Seamless! 

Integrate your invoices with: 

  • Stripe Payments
  • WePay Payments
  • PayPal Payments
  • Checkout.com Payments
  • Braintree Payments
  • PayFast Invoice Payments
  • Authorize.net Payments
  • Square Payments
  • Mollie Invoice Payments
  • Many more!

​

Free Invoicing Software for Small Business.
Focus on doing what you love.​ We’ll help with the invoicing​:)

Create a Free Account!

Upload your Company Logo

Forever Free

Providing your clients a branded experience is critical for professionalism and building trust. Upload your company logo to your preferred invoice template design.

All accounts, Free & Pro/Enterprise, are able to upload logos an customize their invoice colors to match their logo & company brand theme.

​

Free Invoicing Software for Small Business.
Focus on doing what you love.​ We’ll help with the invoicing​:)

Create a Free Account!

Create & Email Invoices & Quotes in Real-Time

Forever Free

Real-time PDF preview creation shows your invoice review as you build it in real-time. Utilize the product library to quickly populate invoices with 1-click, view the invoice .PDF preview to ensure everything looks awesome, and send it out!

​

Free Invoicing Software for Small Business.
Focus on doing what you love.​ We’ll help with the invoicing​:)

Create a Free Account!

Dynamic Dashboard Data

Forever Free

View revenue, invoices sent, recent activity data. Track upcoming invoices, invoices past due, and more!

​

Free Invoicing Software for Small Business.
Focus on doing what you love.​ We’ll help with the invoicing​:)

Create a Free Account!