4 steps to manage your client's expectations

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 Unsplash

• 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!

• Listen closely to your client.

• Give them your undivided attention.

• Always ask questions.

• Reiterate each conversation for clarity.

• 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.

• 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!

Manage your clients effectively!