Episode 011: Managing Client Expectations&Difficult Clients | Planning for Profit Podcast - a podcast by Kristin Kaplan: Digital COO

In this episode we’re talking all about how to manage your client’s expectations and what to do if you ever end up in a situation where things get a little off track with your client. Whether it’s that they are being unrealistic or maybe something unexpected came up during your working relationship, it’s important to keep that relationship intact and course correct when necessary.

Highlights:

• How to prevent negative situations by setting expectations and boundaries on the front end
• What include in your welcome guide or on boarding process
• Why it’s so important to have a clear process and explain everything to your client
• How to course correct if a negative situation occurs with your client

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