--- title: "Million Dollar Moment: Avoid Choosing The Wrong Client" description: Success is determined before the statement of work is even signed—we explore practical tactics to vetting new client prospects image: https://blog.upsourcedaccounting.com/hubfs/Sales%20+%20Forecasting-1.png --- [![](https://blog.upsourcedaccounting.com/hubfs/logo-svg.svg)](https://upsourcedaccounting.com) - [Our Services](https://upsourcedaccounting.com/client_services/) - [About Us](https://www.upsourcedaccounting.com/about) - [Our Team](https://www.upsourcedaccounting.com/our-team) - [Client Stories](https://www.upsourcedaccounting.com/client-stories) - [Careers](https://www.upsourcedaccounting.com/careers) - [Resources](https://blog.upsourcedaccounting.com) - [Contact Us](https://www.upsourcedaccounting.com/contact) [![](https://blog.upsourcedaccounting.com/hubfs/logo-white.svg)](https://blog.upsourcedaccounting.com/) - [Our Services](https://upsourcedaccounting.com/client_services/) - [About Us](https://www.upsourcedaccounting.com/about) - [Our Team](https://www.upsourcedaccounting.com/our-team) - [Client Stories](https://www.upsourcedaccounting.com/client-stories) - [Careers](https://www.upsourcedaccounting.com/careers) - [Resources](https://blog.upsourcedaccounting.com) - [Contact Us](https://www.upsourcedaccounting.com/contact) # Million Dollar Moment: Avoid Choosing The Wrong Client August 7 • [Podcasts](https://blog.upsourcedaccounting.com/tag/podcasts) • [Sales & Forecasting](https://blog.upsourcedaccounting.com/tag/sales-forecasting) At Upsourced, we have a saying for ourselves and for our clients- “engagements are won and loss at onboarding.” By that we mean our ability to deliver exceptional client service while maintaining a margin is almost always determined by how well we establish expectations and scope in the first month of a relationship. > "Do a sales pre-qualification survey before working with a new client." Karl Sakas, industry veteran and consultant, would tell you success is determined even earlier - before the statement of work is even signed. In our sit-down with Karl, we explore practical tactics to vetting new client prospects and ensuring you work with the best partners every time. Watch the video below! ### Interested in working together? [Contact Us](https://upsourcedaccounting.com/contact-us/) ![Upsourced Logo](https://blog.upsourcedaccounting.com/hubfs/logo-footer-svg.svg) - - - 21 E 5th Ave., Ste. 102 Columbus, OH 43201 120 W 2nd St. Dayton, OH 45402 4243 SE Belmont St., #100 Portland, OR 97215 - [Our Services](https://upsourcedaccounting.com/client_services/) - [About Us](https://upsourcedaccounting.com/about/) - [Resources](https://blog.upsourcedaccounting.com/) - [Contact Us](https://upsourcedaccounting.com/contact-us/) - [Podcast](https://youtube.com/@upsourced)