10/06/2026
Recently, I lost a prospect because I live abroad.
Yeah, I was disappointed.
Everything seemed like a great fit. For once, I would be inheriting pristine books, and there was even an opportunity for some overlap with the retiring bookkeeper. It felt like one of those rare situations where everything lined up beautifully.
But the prospect is in financial services, and ultimately their broker said they couldn’t engage someone who lives outside the U.S.
So… not a fit.
There are lots of reasons a prospect might not be a good fit for your business. Sometimes it’s the client’s needs. Sometimes it’s your capacity. Sometimes it’s pricing, communication style, industry, or the services they need.
And sometimes, for me, it’s the fact that I’m living abroad.
Would I give up this adventure with my family for the sake of one additional monthly bookkeeping client?
Absolutely not.
It’s actually a good reminder of why transparency matters so much.
I’m very upfront with prospects about where I live. I’d much rather find out early that there’s a dealbreaker than get deep into the sales process, build a relationship, make plans—and then discover that we can’t actually work together.
Not every prospect is meant to become a client.
The real skill is recognizing the misalignment early, saying it out loud, and respecting the boundary without apology.
Clarity upfront saves everyone time—and protects the kind of work and life you actually want to have.