The Insider Secrets to Not Losing Your Shirt on your Client

My client Anna called me last week, completelyDO…get changes in writing. Make sure you capture
frustrated, about an unfolding nightmare with herwhat the changes are and communicate them back
new client. Anna had recently accepted a new clientto the client in writing. When this step is skipped,
who had an exciting project. They discussed whatmiscommunications can lead to an unhappy customer
specific needs the client had, and Anna determinedor a late deliverable.
that it would fit in her schedule. She received a downDO...take time to track your project changes . Every
payment for the work, and scheduled the time in hertime your project scope grows (the client wants
calendar.something added), it will either take you more time
Before she even got started, her client called withor cost them more money. Either way, it is going to
changes. Being the kind person that Anna is, she said,impact your bottom line. Educate the client on how
“OK, I can do all this.”their request will affect the completion date, or cost
Before the week was out, the client called again,them more money, or both. This is one of the
with another change. This time Anna got worried.easiest ways to create a win-win relationship with
This great project was now turning into a nightmare.your clients and have them “sing your praises!”
This project wasn’t really that exciting andDO…communicate honestly with your client about
fun anymore. As a matter of fact, it was downrightwhat is happening. If you aren’t enjoying your
stressful, overwhelming and with all these changes,client, procrastination can easily take hold and your
she would be working much longer and not makingclient will become unhappy when things aren’t
her desired financial outcome.done on time.
What happened? In the Fortune 500 projectDON’T…shortcut on writing out the
management world it is called “The Deadly Scopeagreement. It will come back and bite you on the
Creep.”A$$ later. When errors, misunderstandings and
What is it? It is the natural process everyproblems occur, written documentation takes the
client-vendor relationship goes through as the client“he said-she said” out of it.
learns more about their needs and possible solutionsDON’T... cave in when your client pushes back.
you have to offer.You will inevitably resent the client or the project. It
Why is it Deadly? Because most entrepreneursis perfectly acceptable to say “No, that
don’t manage the change process properlyisn’t going to work.” Just follow up with,
and the result is:“Here is what I can do.”
Overwhelm and long hoursDON’T... be a People-pleaser. It leads to the
Frustration and resentmentOver-Commit and Under-Perform Syndrome.
Loss of profitabilityRemember, it is business, not personal! Your client will
Delays on other projects for other clientsultimately respect you more for being honest and
An unhappy customer who doesn’t refer yougrounded in your abilities and desires. If they
more businessdon’t, you don’t want them as a client!
Does this sound familiar at all? Well there is hope.So what happened with Anna? She realized that the
Here are my insider secrets to turning that deadlyproject was rapidly becoming an energy drain and
scope creep into a win-win outcome (that means ashe didn’t have time to complete the job in its
profitable, enjoyable, satisfying business transaction“new scope”. She gave the client his money
where you are in your power!)back and recommended someone else. Miraculously,
DO…create a written agreement which includes:two additional clients showed up in the same week,
exactly what you commit to do, when it will be doneand she doubled her revenue that month.
by, who needs to do what (for example, theBy the way, this process works great with spouses,
customer has deliverables), and how much it will cost.kids and co-workers too. (Although your kids might
I guarantee you this step alone will increase yourlook at you funny when you submit a change order
sanity.for their 3rd dinner request tonight!