You got a client now what?

When building your small business, it's easy to get caught up in focusing solely on getting your hands dirty (getting the work done), which is very important, don’t get me wrong. But there’s another crucial aspect: managing expectations. Yes, you read that correctly. It’s something seemingly trivial, yet often underestimated or overlooked. Managing expectations in a remote setup can make all the difference between a successful project and one filled with frustration.

1. Set Clear Deadlines

One of the first things you need to do is set clear and realistic deadlines. Clients appreciate knowing when to expect deliverables, and it also helps you organize your workflow. Make sure to discuss and agree on deadlines upfront, considering any potential challenges or delays that could arise.

2. Communicate the Complexity

It’s vital to communicate the complexity of the work to your clients. Don’t assume they understand the intricacies of what you’re doing. Break it down into understandable terms. This not only helps manage their expectations but also builds trust as they see the value in the work you’re doing.

3. Document Everything

Documenting your processes and communications in a simple-to-understand way is key to avoiding misunderstandings. This could be as straightforward as an email recap after meetings or detailed notes in a shared document. Documentation keeps everyone on the same page and serves as a reference point if questions arise later.

4. Underpromise and Overdeliver

One of the oldest pieces of advice, yet often the most overlooked: is underpromise and overdeliver. Avoid overpromising at all costs. It’s better to exceed your client’s expectations than to fall short. Being realistic about what you can deliver within a given timeframe will save you from unnecessary stress and will likely impress your clients when you exceed those expectations.

5. Co-create with Your Clients

Involving your clients in the creative process can lead to better outcomes and a more satisfying working relationship. Schedule regular check-ins and collaborative sessions where you can discuss ideas, get feedback, and make adjustments. This not only ensures the final product aligns with their vision but also fosters a sense of partnership.

6. Include Developers Early

If your work requires development, include developers in the process early on. This collaboration can prevent technical issues later and ensures that the design and development phases align seamlessly. Developers can provide valuable insights that might influence design decisions, saving time and resources in the long run.

7. Regularly Review and Adjust

Managing expectations isn’t a one-time task; it’s an ongoing process. Regularly review the project’s progress with your clients and make adjustments as needed. This keeps everyone aligned and ensures that any potential issues are addressed before they become major problems.

8. Keep the Communication Lines Open

Lastly, never underestimate the power of good communication. Be responsive and proactive in your communication with clients. Address their concerns promptly and keep them informed of any changes or updates. Clear and consistent communication builds trust and helps in managing expectations effectively.

By implementing these strategies, you’ll not only manage your client’s expectations more effectively but also build stronger, more trusting relationships that lead to repeat business and positive referrals.

Stay tuned for more insights next Sunday as we continue explorin the nuances of building and managing a successful design business.

See you next Sunday,

Jackson

P.S. If you’re looking for a tool to help manage your time and stay productive while juggling client projects, check out Time Hive. It’s free and designed to help you make the most of your time, no matter how busy things get!