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The 4 Filters I Use for Choosing My Dream Clients

Filters are your first line of defense in protecting your standards and maintaining the integrity of your business



Image Credit: Midjourney

Growing a successful consulting business isn’t a walk in the park. Especially if you work closely with clients on their businesses or lives — it’s intimate. It’s not as removed as sending off a product to your customer and minimally interacting with them. When you’re consulting — especially if you’re working with people in an ongoing manner — you are also navigating their mindset, belief systems, and vision.

That’s why having filters in place to find the client types and personalities that you work best with is a worthwhile endeavor. The filters catch all of your deal breakers and give you a sense of what working with someone will be like before you commit to a considerable amount of time together.

Here are some of the filters I use, and why I use them.

1. Do I believe in the work that they do? 

When you’re working on someone’s business or life, you must be able to stand behind the mission and business you’re working with. Sometimes people will want to work with you, but maybe you don’t align with their company vision or values. Maybe you don’t believe that what they do actually helps other people or solves a real problem.

If you can’t stand behind the work they do, then you can’t support that work and maintain your integrity. It is ethically wrong to take money from a client you don’t believe in.

Here are the questions I ask myself to make sure I actually believe in the work my potential clients are doing.

  • Can I support the work? (Both am I able and do I want to?)
  • Can I understand their services?
  • Do I really think I can help them and make a difference?
  • Do I believe in the work they do?
  • Is their work, mission or vision in alignment with my own?

2. Do I like the human they are? 

Once you know you can support the business, it’s time to evaluate if you like the potential client as a person. In a long-term consulting container — when you’re working together for six months or longer — you need to like the other person. It’s important to want to spend time with them. 

If you dread taking their phone calls now, that’s not going to get better or easier just because they paid you. If this goes unchecked and you sign a client you don’t like as a person, it leads to resentment and massive issues with the client.

Ask yourself these questions to find out if you really like the potential client as a human:

  • Who are they?
  • What do we have in alignment with each other?
  • Can I care about who they are and what they are up to?
  • Did they come from a trusted referral partner?
  • How do they show up in the world?
  • What do their clients say about them (such as testimonials and reviews)?
  • How do they treat people online?

3. Do they desire to change their lifestyle (or the underlying problem that you help them with)? 

Motivation in a potential client makes all the difference for the results they get. A highly motivated client gets much better results than a client you have to drag through the process. 

Not to mention, it’s not fun working with someone who isn’t enthusiastic about getting the result. If they’re not motivated to get the results they want, they’re not a good fit. If the work you do is intentional and dependent on the client’s willingness to actively participate in changing the course of their business and life, then here are the questions you can use as a filter to make sure you’re working with motivated clients.

  • Are they willing to do the work to change their lifestyle/get the result? 
  • Do they understand that they won’t always feel inspired, but are willing to show up anyway?
  • ​Are they devoted to the long-term commitment of what they desire?

4. Can they afford an expert? 

This is important. A good deal of new business owners will spend a lot of time engaging with potential clients who have no intentions of working together or they have no ability to follow through and hire the expert. 

This is dangerous because those moments spent with potential clients who can’t afford to hire you, steal your time away from people who do need you and can hire you. It costs you time and money.

So here are some of the questions that will help you understand if a potential client is ready, willing, and able to afford your services.

  • Are they willing to invest in their business and themselves? Or are they just checking you out to see what you’re about – essentially kicking the tires.
  • What is their time table for getting started?
  • How significant is this need/problem for them?
  • Have they set aside a specific budget for this?

Having filters in place to ensure you’re only working with the most qualified clients that you’re excited about makes the difference between loving your business and showing up energized or growing to resent your business where you feel the desire to burn it all down regularly. Filters are your first line of defense in protecting your standards and maintaining the integrity of your business. Use them wisely, and feel free to tweak these or add to them as you need to.

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Lessons We Can All Learn From Martin Luther King Jr.’s Leadership

While reflecting on the magnificent life of Dr. Martin Luther King Jr. I began to uncover what truly made Dr. King such a powerful leader



mlk jr

While reflecting on the magnificent life of Dr. Martin Luther King Jr. I began to uncover what truly made Dr. King such a powerful leader. Many revere him for the change he brought forth so it’s no wonder that he was heavily influenced by the man who said, “Be the change you want to see in the world”. He embodied that statement on the deepest level and lead people through one of the most challenging yet historic times in our nation. 

But what was it that made Dr. King’s movement so different than the rest? A quality that transcends ego and unites a people so divided? 

My greatest and most moving discovery while studying the life of Dr. King was the very answer to our question. 

Yes, he had the personality to be a leader, yes he had the bravery to use his voice, yes he evoked REAL change in government and policies, but the manifestation of all those comes from his willingness to lead a movement truly rooted in consciousness. 

A peaceful approach

Dr. King was continuously met with frustration, hate, and even violence by both law enforcement and those who wanted to fight for equality through violence. But the more violent things became, the more he dug his heels into a peaceful approach. Dr. King’s unwavering faith in the power to lead with peace and not violence is undoubtedly why his legacy is such a pillar of our nation still to this day. It is easier to fight.

Hate, anger and separateness from one another are primitive emotions on the emotional scale of well being but It takes awareness, understanding and elevated consciousness to move from a place of peace and understanding. Dr. King knew that we all have access to these states of higher consciousness and that our true power lies in a peaceful approach.

He is an example of the truest essence of our consciousness in this human experience. How to truly love your neighbor as yourself. 

Conscious compassion

Even the strongest opponents are human. Meet hate with love + compassion for the enemy” he said. It wasn’t his resistance to violence that made him a peacemaker, but rather his commitment to keeping compassion and connection to all humanity at the forefront of his movement. A profound understanding that underneath all the hate, violence and discrimination, we are all one. We all come from the same source and we are all human.

A conscious king

A man of his position, his power, his following could have been easily swayed by the human temptations of the ego. But he remained steadfast in his cause to bring forth real change. He understood on the deepest level that we are truly a stronger force in the universe when we move as one unit, with one mind, and one goal. That the separation from one another is the weakness of humanity. That our strength is in those things that unite us all, the qualities that give us life.

His success was in uniting not just the people of America but the consciousness of America.

No matter our gender, or our social class or our color, we all love, and we all seek peace. We all feel joy and happiness, we all want to be met with compassion and understanding. 

His cause went far beyond the need for physical freedom and equal rights. His cause was for freedom of mind, freedom of heart, freedom to be one. 

Lead with love

In his last speech he said, “I may not get there with you, but we AS A PEOPLE will get to the promise land”. And we will. At some point, we will inevitably come back to this oneness that we all come from.

The truth is? We don’t know when our last day is. Our last march. Our last speech. So this Martin Luther King Jr. Day I ask you, what will your legacy be? Are you leading a life founded in the principles of Dr. King’s movement, founded in the higher consciousness of humanity? Every moment is an opportunity to love, to show compassion, to bring forth peace and in the words of Dr. King “The time is always right to do what is right”.

Dr. King said, “I’m here to remind you, we’ve come a longggg way, but there is still work to be done”. 

And I’m here to remind you this Martin Luther King Jr. day in 2024 that we HAVE come a longggg way, but there is still work to be done. 

His fight is our fight. His mind is our mind. His spirit is our spirit. Rooted in the consciousness of all humanity. We are all one. And when we embrace the understanding of that, we will truly say

“Free at Last, Free at Last, Thank God Almighty, We are Free at Last”.

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