How to Screen a Prospect Before Closing a Deal

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For the last five years, I have been negotiating with clients of the eLama agency , during which time I have reviewed more than 2,000 projects with different tasks and budgets. My responsibilities include checking potential clients for reliability, and in this article I will tell you what we do for this.

All risks can be logically divided into objective and subjective. The former relate to the financial solvency and solvency of the client. It is important for us to make sure that the client will be able to pay for the promotion and work of our specialists. Subjective ones help to assess what profit (or loss) we will receive from working with the customer.

Objectively: we study the facts
A potential client needs to be checked chinese overseas africa database for solvency, especially in cases where the contract provides for post-payment. At this stage, we will be interested in three things:

1. The duration of the company's existence.

2. Tax and fee arrears.

3. Lawsuits.

To find out all this, it is enough to send a request for current suspension decisions on the tax service website . To access the information, it is necessary to indicate the potential client's TIN and BIC.

You can also use two commercial resources " Kontur " and SBIS . Their free versions contain general data, but they are usually sufficient to assess potential risks.