2. Using the phone call to also determine potential issues with working styles.
If we're going to be spending the coming years working together there needs to be a mesh between working styles.
When I say "working styles" I mean personality - I don't do business with people that are a pain in the ass.
You know what I'm talking about. Those clients that send you 25 emails a day asking you how to log into Google Analytics.
Early in my career I'd take on anyone who paid us - not anymore.
There's certain people that make you want to stab yourself in the temple - I pass those ones along to colleagues.