Clients from Hell: A Freelance Discussion on Dealing with Problem Clients

Jim True
Jim TrueSupport Lead at Pods Framework
Clients from HELL
A Freelancer’s Toolkit
for Dealing with Problem Clients
Our Team of Freelancers
Jim True,
Project Manager & Support Lead, Pods
Framework
@jimtrue
Allison Foxhall,
Owner/CEO, GobbleLogic
@afoxhall
Thomas Giella,
owner, Gearspinners
@tgiella
Andrew Norcross
Lead Developer,
Reaktiv Studios
@norcross
Your Toolkit
expectations
communication
documentation
the clients
High Maintenance
Drama Queen
Clients from Hell: A Freelance Discussion on Dealing with Problem Clients
High Maintenance Drama Queen
● unrealistic
expectations
● everything is
a firedrill
● believes they
are your
ONLY client
High Maintenance Drama Queen: WEAKNESSES
● be calm &
reassuring
● drama +
drama = FIRE
● estimate ++
deliver --
● Identify REAL
emergencies
the
Boundary
Pusher
Clients from Hell: A Freelance Discussion on Dealing with Problem Clients
the BOUNDARY Pusher
● your #1 FAN
● no boundaries
● calls at all
hours
● works 24/7
expects you to
as well
the BOUNDARY Pusher: WEAKNESSES
● maintain
boundaries
● charge $$
off-hours
● establish
rigid support
process
the
ClueLess
Client
Clients from Hell: A Freelance Discussion on Dealing with Problem Clients
the ClueLess Client
● have no clue
what they
want
● but it isn’t
THAT
● no idea of
cost/time or
effort
the CLUELESS Client: WEAKNESSES
● education
during design
● get them to
provide samples
at interview
● separate
design &
development
the
Many Headed
Hydra
Clients from Hell: A Freelance Discussion on Dealing with Problem Clients
the Many Headed Hydra
● design by
committee
● incoherent
scope changes
● common with
non-profits
government
the Many Headed Hydra: WEAKNESSES
● SINGLE
decision maker
● simplify
project steps
● clear project
phases &
milestones
the
Invisible Man
&
NINJA
Clients from Hell: A Freelance Discussion on Dealing with Problem Clients
the Invisible Man (& ninja)
● never
communicates
● sits on review
documents
● appears out
of nowhere
with ASAP
changes
the Invisible Man (& ninja): WEAKNESSES
● establish
deadlines for
review
● regular
status updates
● expiration
clause for
project
the
Penny Pincher
&
Nit Picker
Clients from Hell: A Freelance Discussion on Dealing with Problem Clients
the Penny Pincher & Nit Picker
● focuses on
minor details
● obsessed with
how much it
all costs
● constantly
looking for
a DEAL
the Penny Pincher & Nit Picker: WEAKNESSES
● charge $$
for ALL
changes
● reduce scope
never price
● get them
focused on
big picture
the
SCOPE
Creeper
Clients from Hell: A Freelance Discussion on Dealing with Problem Clients
the SCOPE Creeper
● can’t we just?
● just one more
thing
● Scope is
always a
moving target
the SCOPE Creeper: WEAKNESSES
● charge for
scope changes
● CLEAR
project
milestones
● focus on the
GOAL
● get it in
writing
SUMMARY
✘ Remember your Toolkit (Identify Expectations, Communicate
Regularly and Document EVERYTHING)
✘ Get good at identifying the Problems during the Interview Phase;
you can debug & deal with the bad clients much easier earlier in the
project.
✘ Protect yourself with good contract language: Build project phases,
timelines, deadlines, payment milestones and expiration clauses into
your contract language.
Special thanks to Nathan Ingram @nathaningram
http://www.slideshare.net/nathaningram/the-freelance-ninjas-guide-to-clients
Also check out, Stories from Clients From Hell:
ClientsFromHell.net
thanks!
Additional Thanks to:
Iron Yard Tampa
St Pete Campus
Campus Director,
Toni Aliberti
@theironyard
Thanks for hosting us
every other 1st
Thursday of the Month
Tampa Bay WordPress
& WordCamp Tampa
WordCamp Tampa 9/25-27
USF Marshall Student Center
tampa.wordcamp.org
WordPress Meetups:
meetup.com/Tampa-Bay-WordPress
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Clients from Hell: A Freelance Discussion on Dealing with Problem Clients

  • 1. Clients from HELL A Freelancer’s Toolkit for Dealing with Problem Clients
  • 2. Our Team of Freelancers Jim True, Project Manager & Support Lead, Pods Framework @jimtrue Allison Foxhall, Owner/CEO, GobbleLogic @afoxhall Thomas Giella, owner, Gearspinners @tgiella Andrew Norcross Lead Developer, Reaktiv Studios @norcross
  • 8. High Maintenance Drama Queen ● unrealistic expectations ● everything is a firedrill ● believes they are your ONLY client
  • 9. High Maintenance Drama Queen: WEAKNESSES ● be calm & reassuring ● drama + drama = FIRE ● estimate ++ deliver -- ● Identify REAL emergencies
  • 12. the BOUNDARY Pusher ● your #1 FAN ● no boundaries ● calls at all hours ● works 24/7 expects you to as well
  • 13. the BOUNDARY Pusher: WEAKNESSES ● maintain boundaries ● charge $$ off-hours ● establish rigid support process
  • 16. the ClueLess Client ● have no clue what they want ● but it isn’t THAT ● no idea of cost/time or effort
  • 17. the CLUELESS Client: WEAKNESSES ● education during design ● get them to provide samples at interview ● separate design & development
  • 20. the Many Headed Hydra ● design by committee ● incoherent scope changes ● common with non-profits government
  • 21. the Many Headed Hydra: WEAKNESSES ● SINGLE decision maker ● simplify project steps ● clear project phases & milestones
  • 24. the Invisible Man (& ninja) ● never communicates ● sits on review documents ● appears out of nowhere with ASAP changes
  • 25. the Invisible Man (& ninja): WEAKNESSES ● establish deadlines for review ● regular status updates ● expiration clause for project
  • 28. the Penny Pincher & Nit Picker ● focuses on minor details ● obsessed with how much it all costs ● constantly looking for a DEAL
  • 29. the Penny Pincher & Nit Picker: WEAKNESSES ● charge $$ for ALL changes ● reduce scope never price ● get them focused on big picture
  • 32. the SCOPE Creeper ● can’t we just? ● just one more thing ● Scope is always a moving target
  • 33. the SCOPE Creeper: WEAKNESSES ● charge for scope changes ● CLEAR project milestones ● focus on the GOAL ● get it in writing
  • 34. SUMMARY ✘ Remember your Toolkit (Identify Expectations, Communicate Regularly and Document EVERYTHING) ✘ Get good at identifying the Problems during the Interview Phase; you can debug & deal with the bad clients much easier earlier in the project. ✘ Protect yourself with good contract language: Build project phases, timelines, deadlines, payment milestones and expiration clauses into your contract language.
  • 35. Special thanks to Nathan Ingram @nathaningram http://www.slideshare.net/nathaningram/the-freelance-ninjas-guide-to-clients Also check out, Stories from Clients From Hell: ClientsFromHell.net thanks!
  • 36. Additional Thanks to: Iron Yard Tampa St Pete Campus Campus Director, Toni Aliberti @theironyard Thanks for hosting us every other 1st Thursday of the Month Tampa Bay WordPress & WordCamp Tampa WordCamp Tampa 9/25-27 USF Marshall Student Center tampa.wordcamp.org WordPress Meetups: meetup.com/Tampa-Bay-WordPress