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.

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Be Honest

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  • 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!

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  • Listen closely to your client.

  • Give them your undivided attention.

  • Always ask questions.

  • Reiterate each conversation for clarity.


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.

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Clear, open, and consistent communication allows you to address and resolve problems before they escalate.

Set Objectives, Limits, And Expectations

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  • 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

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Manage your clients effectively!


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