In the case of how to manage winning client relationships—once again, the golden rule applies. The old phrase “Treat people the way you would like to be treated” is useful in nearly every situation, including when dealing with your clients.
I have been running a consulting firm focused on growth strategies for the past 4 years, and I believe I owe a great deal of my success to this rule.
To show you what I mean, here are a few applications of the “Golden Rule” you might consider using:
Prospecting
Make sure you have a good reason to call—perhaps a colleague in common
who suggested the meeting, or some information to share that would be
relevant to the prospect.
You might send over an article you recently wrote, or a link to
something interesting in the news. Take the time to learn about the
company and your prospect before contacting them. Identify attributes
of the business that you admire and also areas where you think the
company is at risk.
This kind of preparation shows commitment, professionalism, and
respect. Most of us are happy--and even eager--to meet new people in
our professional community who might be able to help us—but we don't
want to be hounded by strangers with no obvious value.
Scoping The Proposal
This is an area worth spending a lot of time. You are helping the
prospect and yourself by being thorough and by waiting to write a
proposal until you are virtually certain that the prospect is going to
accept your proposal.
Spend time exploring their needs: why they want the work done, what
value it will create, what success will “look like” for them, how they
could envision this project failing, etc.
Even if you never get to the proposal stage, you are providing value to
your prospect by helping them flesh out their needs and priorities—thus
being a friend and colleague even before you sign a contract.
Conducting The Project
Before you begin the project, make sure you put yourself in your
client's shoes. What could go wrong? What risk is your client taking by
hiring you for this project?
In many cases, the client has colleagues who think this project is a
waste of money, or that the scope could be better handled by someone
internal who “knows the business”. The client might be concerned that
you will take too much of their time, or not execute properly.
Conduct yourself onsite as an emissary of your client. The client is
the only one you need to make happy, but ruffling feathers
unnecessarily will create headaches for your client.
Being a service provider requires a higher standard than a typical
employee—because your “colleagues” haven't had the same opportunity to
know you and aren't likely to want to invest in building a
relationship, they may be quicker to arrive at a negative judgment.
So, even though you may be doing very sensitive work, such as a
consultant's evaluation performance of key teams or decision to shut
down a business line, remember to treat every person you come across
with the utmost respect and courtesy. It will make your client proud to
have you on the team.
Handling Conflict
Conflict always happens, even with the best of relationships. Nearly
every professional has faced at least one of the following challenges:
• Scope creep
• Delayed feedback
• Political landmines
• Unreasonable expectations
• Midstream change in corporate priorities
Handle these challenges in the way that you'd like them to be handled.
For most people I know, that means: identifying the challenges as soon
as they arise, approaching the problem like you're on the same team,
and working together with the client for a solution. It also means
taking the time to see the challenge from the client's perspective.
Ask yourself some questions:
• Has the scope grown because the client has realized there are objectives more urgent than the ones you initially agreed to?
• Is your client being caught off-guard by the political landmines too?
• What would be in the client's best interest?
• Can you think of a solution that would help their situation and yours?
Staying In Touch
Be a friend to your clients, even when the meter isn't running. Don't
you hope that your business colleagues think of you when they hear
about or see something that could be helpful to you?
Building strong friendships doesn't mean spending hours of time
together, but it could mean sending emails with relevant news tidbits
or ideas, making introductions when you come across someone who might
be helpful, or even taking them to lunch periodically for a (free)
brainstorming session.
Sometimes it's easy to forget that clients are just people. Like us,
they are trying to build strong careers, make a good living, and build
meaningful relationships. Keeping these shared truths in mind can make
you a better service provider, as well as a happier human being.
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