If your client is confident in you, that means you’ve managed their expectations effectively. When asked, “What’s one rule for better managing client expectations early in a relationship?” Below is how the Young Entrepreneur Council (YEC) replied with their tips on how to manage client expectations.
- Establish boundaries. Start the conversation within the scope of your work. Avoid going beyond what you’ve already established for the client, and stick to the plan. Learn to say no to things beyond the services you offer.
- Sync the workflow. Using today’s technology, pick a great CRM with a flowchart to track daily workflow activity. Help clients help themselves by empowering them to see online, where they are in the process.
- Document, document, document. Follow up every client conversation with an email restating the conversation. This confirms the discussion, steps and outcomes. Everyone is on the same page, therefore, less communication breakdowns and fewer misunderstandings.
- Under promise and over deliver. Manage client expectations, don’t set them too high or you may end up wasting your time. Instead, communicate with your client and team and only promise what you think is achievable.
- Deliver clear communication. Inform the client of actions and details surrounding their account. Plan ahead and ensure everyone is on the same page before moving forward.
How do you manage client expectations? Have more tips on how to manage client expectations? Share your thoughts in the comments below!
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