How do you manage client expectations if you just run out of time? It’s a busy week, the day is flying and you have promised your client you would get a report to them by the end of the day. We explore some of the areas that can help with managing client expectations.
Be Honest
If you don’t think you can meet a deadline you need to tell your client. They will probably respect you more in the long run.
Goals
When working closely with a new or existing client you need to set boundaries. From the get-go talk to your client about goals, but in the same conversation talk about limits and about setting realistic expectations. That way, everyone is on the same page.
Get It in Writing
If you are doing professional work for someone, even a friend – get it in writing and sign a contract. It’s a business after all and if you don’t get it in writing you may be doing more for less than a regular client.
Regular Reporting Process
Make sure you take notes about phone calls, coffee meetings, anything that affects the work you are doing for your client. You can either send a meeting report or send a report on a more regular basis – say weekly or monthly. By doing this you are confirming the conversation to the client so that if there are any issues you can address them straight away.
Under Promise & Over Deliver
Always have a built-in contingency plan for things that come up during a project. This happens a lot — so be prepared. Allocate time to address any issues without compromising on the overall project goals.
Over Communicate
Make sure the client is kept in the loop for anything and everything. This is to ensure that everyone knows what’s being worked on and what’s coming up. Communication is a key factor in keeping and maintaining a great relationship with your client.
Last of all, be authentic. Keep things professional but ‘keep it real’.
