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!