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Setting Client Expectations: 4 Key Steps to Consider

Updated: Apr 20

We’ve all been there. You think you did an amazing job on a project. You share the results with your client… only to discover that they aren’t pleased with it.

So, what went wrong?

It turns out your client expected one thing and you delivered something totally different.

The question is: Is it your fault?

The Importance of Setting Client Expectations

Managing client expectations isn’t always easy. But, getting clear on what your clients truly need is very important.

The Importance of Setting Client Expectations

Running a business can be incredibly challenging, particularly for new entrepreneurs. The last thing you need is a disappointed client consuming what valuable time you have.

By establishing clear expectations from the very start, you can ensure that you meet your client’s requirements, deliver on time, and complete the project as expected.

But, how exactly do you go about setting client expectations? What do you need to do?

Setting Client Expectations

Not sure how to go about setting client expectations? Below, we outline some steps you can take to ensure that you and your clients are on the same page.

4 Key Steps to Consider

1. Listen.

Ask questions to understand your client’s business and pain points. At this stage, allow your client to do most of the talking. By allowing your client to express their needs, you’ll have a better idea of what their core expectations are.

Make sure you really understand what your client wants before you start strategizing on a project. Inquire about the timeline, brand messaging, budget – anything that might affect the way your client will ultimately feel about the project outcome.