‘How to Set and Manage Client Expectations’ – HubSpot
Jami Oetting says, “What’s the worst possible — while still realistic — outcome for any project?
A project successfully completed where the client is completely unhappy and dissatisfied with your agency.
Most often, this is the result of mismatched or undefined client expectations. This is a common issue when projects are rushed into or when an agency wants the work so badly that they don’t want to cause doubt in the client’s mind by asking too many questions. A defined, repeatableonboarding process can solve many of the issues that cause client expectations to go unchecked, but there are also a few practical tips for managing and setting expectations so that both parties are on the same page.
Without defining the rules of engagement, you can’t expect either party to be satisfied with the results. Here’s how to get on the same page:
8 Tips for Managing Client Expectations
1) Set goals, and point to these goals during every single conversation.
You can’t manage the expected success of a marketing partnership without first setting mutually agreed upon marketing goals that align with the client’s business goals. This is the first step to getting you and the client on the same page and working towards the same end result“.
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