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Client Survival Guide

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Client Survival Guide

  1. 1. CLIENT SURVIVALGUIDE
  2. 2. IS THIS YOU…?
  3. 3. TIP #1: MONEY • The sooner you talk about it the better • Know the budget before you write your proposal • Recognize red flags • Every project is not going to be a good fit for you • Know when toSAYNOand walk away
  4. 4. TIP #2: BUSINESS HOURS • Have business hours and stick to them • Never send late night emails to clients • Have a professional title and email signature • Have a business phone line
  5. 5. TIP #3: CLIENT EXPECTATIONS • Contracts are a two way street • What parts of the project is the client responsible for? • Set milestones and deadlines early • Have one point of contact from the client • Make sure client understands your process
  6. 6. TIP #4: COMMUNICATION • Reply back to emails • Be proactive in letting clients know project status • Stay on top of phone calls • Check in with clients after the project is over
  7. 7. TIP #5: STAY CONNECTED • Do this if you want repeat business • Stay on top of industry news • Make suggestions even if you don’t get the project • Celebrate client success • Touch base (social media, email, newsletters)
  8. 8. THIS COULD BE YOU… But with these tips, it doesn’t have to be!

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