---
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
---

[Resources](https://blog.upsourcedaccounting.com)

# [Million Dollar Moment: Avoid Choosing The Wrong Client](https://blog.upsourcedaccounting.com/avoid-choosing-wrong-client)

 Written by [Ryan Watson](https://blog.upsourcedaccounting.com/author/ryan-watson) | Aug 7, 2021, 5:56:42 PM

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!

[View full post](https://blog.upsourcedaccounting.com/avoid-choosing-wrong-client)

```json
{
  "@context" : "http://schema.org",
  "@type" : "BlogPosting",
  "author" : {
    "@type" : "Person",
    "name" : "Ryan Watson"
  },
  "dateModified" : "2026-08-07T15:07:50.176Z",
  "datePublished" : "2021-08-07T17:56:42Z",
  "headline" : "Million Dollar Moment: Avoid Choosing The Wrong Client",
  "image" : {
    "@type" : "ImageObject",
    "height" : 900,
    "url" : "https://2976741.fs1.hubspotusercontent-na1.net/hubfs/2976741/Sales%20%2B%20Forecasting-1.png",
    "width" : 1200
  },
  "mainEntityOfPage" : "https://blog.upsourcedaccounting.com/avoid-choosing-wrong-client",
  "publisher" : {
    "@type" : "Organization",
    "logo" : {
      "@type" : "ImageObject",
      "height" : 60,
      "url" : "/hs/hsstatic/content_shared_assets/static-1.4092/img/default-amp-logo.png",
      "width" : 60
    },
    "name" : "Resources"
  }
}
```