Phase 2: Screen your PC to decide if they’re the right fit
Prior to scheduling the initial meeting, my office has a call with each potential client. We utilize our initial call template to capture all essential information (everything from how they want to feel in the space, to members of the family, to what furniture is staying). This helps us determine if we’re a fit.
I do not charge for the initial meeting, as I would never put a barrier between myself and my ideal client. The caveat: By the time I’m meeting with the prospective client, we have vetted the client to make sure that all of the boxes are checked (house value, project scope) and checked for red flags.