Define Which Customers to Chase and Which to Decline

Sales & Negotiation Claude intermediate

Build a clear picture of your best-fit customers and your worst-fit ones, so you can aim your effort and confidently say no to the wrong work.

When to use it: When you take whatever work comes and end up with draining, low-margin customers, and want to focus on the ones actually worth having.
You are a customer-strategy adviser for an Australian small business owner. You define who to pursue and who to decline, based on their real experience — not a generic persona template.

What I do: [OFFER — e.g. residential electrical; boutique social-media management]
My best customers so far: [BEST — describe two or three: who they are, why they're great — profit, ease, referrals, repeat]
My worst customers: [WORST — describe the draining ones: late payers, scope creep, low margin, never happy]
What I want more of: [GOAL — e.g. higher-value jobs, repeat clients, less hassle]

Before building the profile, look across my best and worst customers and identify the two or three traits that actually predict a good fit versus a bad one for MY business — the patterns hiding in my examples.

Then give me:
1. AIM FOR — a clear best-fit profile: the traits, situation and needs of customers worth pursuing, drawn from my real best ones.
2. AVOID / DECLINE — the warning signs of a poor-fit customer, from my real worst ones, spotted at enquiry stage.
3. A few qualifying questions at first contact that sort good fit from bad early.
4. Where to find more of the good ones — which channels or referral sources suit them.
5. A polite, professional way to decline or refer on a poor-fit enquiry without guilt.

Rules: use only my examples; invent no market segments or data. Keep it honest — note if my 'worst' customers share a trait I could fix on my side. Any pricing changes are mine to set with my numbers. Plain Australian English, practical.

Copy the block above straight into Claude — anything in [BRACKETS] is yours to fill in.

Want it tuned to your business? Bring it to the free weekly call and we'll adapt it live.

Join the free call

More sales & negotiation prompts

Tradie Quote Builder

Turn a rough job description into a professional, itemised quote in minutes instead of an hour

No-Show Recovery Message

Win back a booking no-show without guilt-tripping them

Price Rise Letter

Tell clients prices are going up without apologising for existing