People Hacking 102: Identifying Your Client’s Personality Type

In business, developing a good rapport with your clients is everything.  Imagine how much easier that process would be if you knew each clients'personality type!   A stealth way you could identify their personality type is by embedding personality questions into your intake process.  Here’s a few hacks to help you do so.  

Hack #1: Ask Personality Preference Revealing Questions During the Conversation with Your Client

One way that you can guestimate a client’s type is to ask personality questions during the conversation.  While conversing, ask questions that will help you identify their MBTI preferences.   I shared an approach you could take in this post.  When talking with your client, frame your questions as if you’re trying to learn more about their personal interests. You can subtly guide the conversation to get your answers, or you can simply ask questions organically based on where your client takes the discussion. 


Hack #2:  Add a Client Profile Section to Your Intake Form

Do you have your clients complete an intake form?  If so, you can add personality questions to the document.   Simply add a Client Profile section to your intake form, and explain to your client that this section is included so that you can learn how to best service them.   Most clients will appreciate the gesture, and gladly complete it.   The Myers Briggs Foundation has an excellent bank of statements for Extraversion vs. IntroversionSensing vs Intuition,   Thinking vs. Feeling, and  Judging vs. Perceiving that could easily be transformed into questions for your Client Profile section.  Your Client Profile section may not be the real MBTI, but will give you a better idea of your client’s personality type than you’d have without anything at all.  

Hack #3:  Simply Ask Them

A third approach is to simply ask your client if he or she knows their MBTI type.  Typically, people who are into personality typing get excited when they find a kindred spirit. So if he or she knows their personality type, they’ll tell you. Often times, simply having a common interest in MBTI is enough to start the relationship off on the right foot.