Increase client retention by avoiding scope creep
One of THE most underrated ways to increase revenue is to draw boundaries from the beginning of a client relationship - and continue to draw them in the moment.Â
Overpromising is one of the worst client relationship killers and source of awkward conversations (especially for my people pleasers).Â
When you get a sale, the excitement can make communicating little service details easy to miss.Â
However, those little details easily turn into BIG problems later.Â
Real-life examples that might sound familiar:Â
These situations happen to service providers all the time - and they end up creating unhappy clients when theyâre not communicated clearly.
Itâs understandably nerve-wracking to let a client know you can't do something for them, especially when you're a Black Sheep who loves helping people in all ways you're capable of.Â
The truth is, at the end of the day, this kind of honesty is what will make your clients trust you more (and even refer you business).Â
Below are a few options that allow you to kindly draw boundaries clients respect and actually create more opportunities for current and future business.
There are 3 main ways to comfortably communicate when a client asks for something out-of-scope.Â
Clients Canât Appreciate What They Donât Know
If youâre making an exception, an adjustment, an extension, an addition - anything that is out of your usual process/scope - you need to let your client or prospect know.Â
Too often, we go above and beyond and assume the client knows and appreciates that instead of clearly communicating about it.
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In reality, your client has no idea, no appreciation, and now has a new level of expectation from you without an increase in their investment. That only breeds resentment on both sides.
Sales doesnât stop once the sale is made - you should always be communicating the value youâre bringing to your client - especially when itâs something extra youâre doing!
Be unapologetically clear and your client and bank account will thank you later.Â
Setting Expectations Upfront to Avoid Cancellations Later
Another essential thing to remember is to set these specific expectations, policies, and boundaries early in the sales process - not halfway through a project after misalignments show up.Â
Be transparent so clients can decide if you're a fit before working together. It prevents false assumptions and bad experiences on both sides.
However, whether they genuinely donât know or figure thereâs no harm in asking - clients will sometimes ask you to do things outside of your scope.
So, being able to clarify in the moment and present one of the options above with clear context and detail saves you an insane amount of unnecessary back and forth.
Saying No Is NOT A Sin
It can undeniably feel scary to say "I can't do this for you" to a client.Â
However, every time you say no, youâre creating an opportunity to increase scope and investment later while maintaining high-quality service, managing expectations, and saving your sanity.Â
Do you have a comfortable way of dealing with scope creep? ð
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Elevating Brands through Masterful Lead Generation & Digital Marketing Strategies | Fractional CMO | Keynote Speaker | Host of the Acquire Podcast
5moGreat post! Establishing clear boundaries is crucial for maintaining healthy client relationships and ensuring project success.
Sales and Marketing Director
5moI think many salespeople only look at it from their micro perspective, not being transparent or clear on the front end just to get the signature, hoping the future problem that emerges won't be that big a deal. I managed sales teams for 10 years and quickly learned this has to be trained into the mentality of your salesforce to maintain better client retention.
Personality-Focused Content for freelancers & CEOs | Copywriting | Video Content | Non-Beige Marketing
5moI always wondered what this term was!! Boundaries are so important! Great article Aleasha Bahr
Great message⦠agreements not expectations