The Site Shed
How to Manage Client Expectations Like a Boss
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The Site Shed
How to Manage Client Expectations Like a Boss
Oct 21, 2020 Episode 269
Matt Jones - Trade based business enthusiast

We’ve all been there—the barrage of questions fired at you, the requests that go beyond what’s reasonable, the phone calls every now and then on project updates. One of the biggest problems we all face at the start and middle of a project is dealing with our client’s expectations. We just can’t seem to put their worries and queries to rest. However, since they are making the biggest investment in their lives, it’s unavoidable for them to want to hear feedback now and again. So what can you do to manage those expectations?

Overcoming the communication barrier between client and tradie and understanding that they don’t speak the same language that you do are key to handling your clients. And that’s what we’re here to discuss with Russ Stevens, Co-Founder of the Association of Professional Builders. From onboarding clients to doing milestone meetings, you’ll find so much value in this episode that it’s a crime not to watch.

Be a pro at handling your clients from start to finish by tuning in to this episode!

What’s Discussed in This Episode:

  1. What Russ and the Association of Professional Builders do for tradies [02:52]
  2. How to deal with client expectations from start to finish [03:39]
    • Be proactive, not reactive [06:05]
  3. Systemisation is a never-ending improvement [08:16]
  4. When you try to go the extra mile for the client, a scope creep is to be expected [09:05]
  5. Proper communications set proper client expectations [11:23]
    • Enabling the client to see the project’s progress using software [12:38]
  6. Business education may not have been taught at school, but it can be developed [13:49]
  7. How to improve and smoothen your client onboarding process [15:57]
    • Upon onboarding your client, do not rush, take your time [18:27]
    • When talking to your client, try to steer clear from the tradies jargon [19:13]
    • Automating and streamlining your client onboarding process [20:31]
    • Client offboarding is just as important as onboarding [22:17]
  8. Russ’ advice on doing milestone meetings [23:35]
    • Should you include possible project variations on milestone meetings? [25:24]
  9. Attracting the right type of customer from a marketing and sales perspective [26:46]
    • Asking the right questions to avoid disqualifying the right clients [28:49]
  10. Remai

Have a conversation with us! Go to tradie.wiki/pod and book a call.


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