Filter clients by execution capacity before proposing solutions. The goal of sales is not “close the deal” — it is “qualify out clients who cannot or will not execute.” Wrong client = stalled project + reputation damage.
client-discovery-workflow.md (before external research)“A client with a problem” ≠ “a client who will solve the problem.”
Selling is filtering, not pushing. Push hard → close bad clients → projects die → reputation damaged.
| Type | Traits | Sign? |
|---|---|---|
| Problem-type | Knows there’s a problem, wants to solve it, but no people, no time, no decisiveness | ❌ Hell |
| Solution-type | Has direction, lacks tools or expertise | ⚠️ Depends on fit |
| Action-type | Willing + capable + has team + can decide | ✅ Real client |
Problem-type clients are most dangerous — they bite easily (driven by anxiety) but cannot execute, then blame you.
Check before every proposal. Fewer than 4 → do not sign.
Open-ended questions only:
Prohibited: describing their pain for them and asking them to nod (that’s leading, not qualifying).
A counterintuitive observation, NOT a solution pitch.
Examples:
Observe the reaction:
| Reaction | Interpretation | Action |
|---|---|---|
| Eyes light up + asks questions | Right person | Continue |
| Nods politely, no emotion | Social pleasantry | Stop |
| Frowns, skeptical | Not a fit | Change topic |
| Silent, thinking | Internalizing | Wait for them to speak |
| Starts sharing their own story | High resonance | Listen more, talk less |
Key phrase:
“This direction doesn’t have to involve me. You can try it yourself — for example [specific lightweight action]. If you want to try, I can give you the method.”
This phrase is the key. It sorts prospects into:
| Response | Real meaning | Your action |
|---|---|---|
| “I’ll do it myself” | Action-type, doesn’t need you | Give method, stay in touch |
| “Sounds good but I have no one to do it” | Real client, comes to you | Begin proposal |
| “Let me think about it” | Wrong time | Don’t push, follow up in 3 months |
| “Can you just do it for me” | Problem-type (wants to outsource but unprepared) | Probe their commitment further |
| “Just give me the method” then disappears | Freeloader | Filter out, no loss |
Push (hard sell) = grabbing their sleeve, "come on, sign now"
Pull (passive) = standing at the door, "direction is here, come find me"
Push outcome:
Pull outcome:
Solo operators / INFJ types especially need to pull — push burns out fast.
Once signed:
Rule of thumb: if you instinctively feel “this person is off,” “why is this deal taking so long to close,” “I have to keep chasing them” → 99% problem-type, walk away immediately.
client-discovery-workflow.md (before external research)client-opportunity-mapping.md four-dimension checkdesign-principles.md “tools serve humans” extended — clients also need filteringpitfalls.md — client discovery 4 pivotsClients aren’t found — they’re filtered. Give direction, watch reaction, let them pull. The harder you push, the worse the signing.