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Should you offer your customers a free first appointment or charge for your services? Well, the answer depends on several factors...

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Should you offer your customers a free first appointment or charge for your services? Well, the answer depends on several factors... In addition, in this article you will learn how automate the process of qualifying your prospects using Typeform.

When should I offer my services?

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To read more quickly, on this section Go to the title that's right for your situation.

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I've just started, I don't have any customers

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If you have just launched your practice, it is essential to interact with your clients, and therefore, offering free consultations has several advantages:

You will be able to better understand the problems of your customers and adjust your offers accordingly.
This will increase the number of leads, allowing you to refine your sales pitch and accelerate the growth of your customer base.

When you start building your customer base, so I highly recommend opting for free consultations.

I have a customer base and I want to develop the quality of my customers (increase my profitability/customer)

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If your current customers already insure you a satisfactory income And that you aim for growth from now on, it is necessary to set up a structured management of your prospects:

For complex services with high profitability : Complex and lucrative services often require a thorough collection of information in order to offer an adapted quote. Therefore, it is best to opt for a free consultation, so as not to lose these high-potential prospects.

For simple services : In the case of small services, you have the option of designing clear offers that do not necessarily require an initial consultation. If not, you might consider integrating consultation as part of your offering. Example: Elaboration of an employment contract for a start-up.

To retain your existing customers : Offer a consultation to one of your loyal customers, not only to take stock, but also to reinvigorate certain aspects of their business.

I already have a strong abundance of prospects

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If you are unable to manage all the requests of your customers and you invest a lot of time in qualifying your prospects, it is so crucial to put in place a process to optimize your schedule.

In this context, it would be It is a good idea to consider making your first consultations paid for. This would allowAttracting more committed people, thus increasing the likelihood of maintaining a long-term collaboration.

However, This does not mean that you should rule out the possibility of offering free consultations to prospects with a high potential for profitability.. We're going to look at how to quickly identify these leads and avoid missing them.

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Sort your prospects with Typeform

Typeform represents an online form solution, which stands out for its quality. It serves as a valuable means for collect information from people interested in your services.

These Typeform forms can be integrated on various platforms: your website, your LinkedIn profile, your publications, your advertisements or even your Google profile.

This tool allows you to ask a series of questions to individuals who are interested in your services, and in doing so, it allows you to select people relevant to your business.

Typeform offers conditional logic features: eDepending on the answers given, the questionnaire may serve different purposes.

Let's illustrate this with a instance : suppose you are a lawyer specialized in social law and you want to work only with managers who receive a salary of more than €50,000.

You can develop a questionnaire that gets individuals earning more than $50,000 to schedule a free consultation, while those earning less than $50,000 would be asked to pay for their first consultation.

All you need is to adapt your questionnaire according to your field of activity, for example by addressing the offenses suffered or committed, the turnover of a company, the number of employees, etc.

In addition, with tools such as Zapier or Make, you have the possibility to integrate questionnaire responses into customer management solutions (CRM).