Managing client expectations: it's complicated!
Whether you're a big or small business, managing your client's expectations effectively will help you better meet their needs.
Photo by Priscilla Du Preez on UnsplashBe Honest
Set rules
Be straightforward from the beginning
Agree on the process with the client
Be clear about what you can and cannot guarantee
It's always best to under-promise and over-deliver!
Be Proactive!
Listen closely to your client.
Give them your undivided attention.
Always ask questions.
Reiterate each conversation for clarity.
Quiz
You foresee an issue with your clients' proposal. What should you do?
Be Clear, Open, And Consistent
Follow up with your client each week — preferably at the end of the week for a check-in.
Keep your client up-to-date throughout the process, communicating any changes right away.
Clear, open, and consistent communication allows you to address and resolve problems before they escalate.
Set Objectives, Limits, And Expectations
Ensure that you and your client are on the same page and have the same end goals before the start of the project.
Avoid setting unrealistic expectations. It's ok to say no.Explain your position and offer a more realistic alternative.
Be clear about the role you and your team members play in the project.
It's easier to manage a client once you gain their trust!
Take Action
Manage your clients effectively!
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