Skip to main content

Managing your clients’ expectations

Lesson 13 from: Sales Mastery Bootcamp for Freelancers: Sell More Services

Scott Lancaster

Managing your clients’ expectations

Lesson 13 from: Sales Mastery Bootcamp for Freelancers: Sell More Services

Scott Lancaster

new-class money & life

buy this class

$00

$00
Sale Ends Soon!

starting under

$13/month*

Unlock this classplus 2200+ more >

Lesson Info

13. Managing your clients’ expectations

<b>Learn to set and manage realistic expectations with clients to ensure satisfaction.</b>

Lessons

Class Trailer
1

Getting over the fear of rejection

04:23
2

Why you should leave a Zoom call after 3 minutes

04:24
3

How to never chase clients ever again

04:13
4

How not to feel nervous on sales calls

05:23
5

How to not take it personal

05:46
6

Slow & Steady vs Fast & Many

06:11
7

The importance of being accountable

04:12
8

The importance of being invested and excited

04:56
9

Understanding the difference between features VS benefits

04:48
10

Assignment - Mindset & Motivation segment

02:39
11

Helpful Doctor Approach

03:58
12

Breathing method for better sales calls

02:40
13

Managing your clients’ expectations

07:41
14

How to smartly discover your clients’ budget

05:29
15

How to come across as more confident

09:18
16

How to improve your pacing

04:19
17

How to structure a sales call

09:28
18

Ghost Opening Method

04:18
19

High converting sales funnel

09:17
20

Shock Method

04:41
21

The Halo Effect

03:04
22

Organizing portfolio to win more clients

03:23
23

Build trust using science

02:42
24

Showing calendar during call

03:57
25

Building unbreakable rapport

04:33
26

Sharing relevant stories

02:44
27

Using numbers to make prices make sense

03:21
28

Using urgency and scarcity

04:38
29

The parrot and captain technique

03:31
30

Using FOMO

02:51
31

The power of mirroring

04:38
32

Always put your clients’ needs first

03:34
33

Assignment for sales techniques

01:53
34

The one who cares least wins

03:27
35

How to price your services

06:38
36

Handling clients who are bullying you

04:11
37

Connecting with clients’ dreams

04:07
38

How to use trial closes and assumptive selling

03:17
39

How to overcome challenging objections

08:20
40

When to mention pricing

03:59
41

Assignment for negotiation techniques

01:22
42

How to get video testimonials for your website

03:53
43

Setting up automated Calendly meetings

02:35
44

How to strategically improve your website using Hotjar

02:23
45

How to get more clients

05:02
46

How to get clients to pay more

04:34
47

Do you need to be liked as a salesperson?

02:56
48

3 reasons why freelancers lose sales

05:27
49

What makes a good vs bad salesperson

02:44
50

How many options should you give clients?

01:32
51

How to know when a client just wants a discount

02:40
52

How to know when a client is interested in your service

02:00
53

When a client doesn't reply

03:28
54

How to practice your sales techniques

03:04
55

How to ask high-quality questions

02:48
56

Which social media platform is best for getting clients

03:54
57

Which social proof is best for winning new clients

03:27
58

How I sold a 10k website with one single email

02:58
59

How to manage prospects and follow-ups

04:14
60

What to do when you screw up on a project

02:38
61

How to handle a client who wants a refund

04:10
62

When a client wants lots of revisions

03:32
63

How to spot a nightmare client

02:17
64

How long should you small talk?

01:07
65

Should you spend time creating proposals?

01:35
66

How to get a sale without being too pushy

01:22
67

What to do when a client says you are too expensive

03:46
68

Assignment - common questions

01:32
69

Realizing who your most valuable customer is

03:32
70

How to use discounts to charge more

01:53
71

Price anchoring technique

02:43
72

Creating product flow and product expansion

02:34
73

How to win client loyalty for the long term

01:09
74

Last assignment project

04:14

Lesson Info

Managing your clients’ expectations

Now, within every single sales process since the beginning of time, expectations have been set and not only have they been set but they have also been managed. So how can you manage and set the expectations of your clients better? Well, it all starts with setting the expectations in the right way, strategically in the first place and this can be done correctly by setting the expectations for your clients correct level where there's still room to exceed those expectations. Now let me give you a couple of examples as to how this can be done. So within my brand and agency, I do brand naming and within the brand naming process, I have three different packages. The most common package that most clients go for is the seven name package. So that means I'm going to give you seven brand names that you can trademark and use for your business for your particular circumstances. Now, within that presentation, there are seven brand names as promised. But then for each of those brand names, we also g...

ive three additional names that are focused around the same approach and the same idea as the original name. So basically the clients receive the presentation and they don't just get the seven names that they already secured, but they also get three additional names for each of those names. So basically, overall, they end up with 28 names altogether, which they can choose for, for their brand. Now, those additional names are over and beyond what the client expected. And there are tons of different ways that you personally can do this for your services exceed the client's expectations and win their long term loyalty. For example, if you're a website designer, and you've just built a website for a client, you could potentially add some blog posts to the website before you actually present it to the client. This is going to show the client that not only do you really care about the project, but you went above and beyond to make their life easier and already add blog posts so that when they make their website live, the blog posts are there and the website looks and feels more credible. Let's look at another example for logo design. So a client could buy a logo package includes two logo ideas. Now a way to exceed expectation which I'm sure you've already probably guessed already is to present the two ideas and then maybe present two more variations of those I ideas to choose from which a little bit more minimal or simplistic or abstract. Now, there are tons of different ways to exceed a client's expectations, but it all starts with setting that initial expectation. First and foremost, you see when a client expects a certain promise or thing and then you exceed that promise and you over deliver, this is an extremely positive experience for the client. However, if a client was about to secure the seven package with me and then I actually tell them, listen, within the seven name package, I'm also going to present to you three additional names on top of that for each of the ideas that we have, then the surprise isn't going to be as effective. They're going to know what's coming. And this is one of the things you should keep up your sleeve when it comes to exceeding client expectation, always over deliver in some way, shape or form. It doesn't have to take you a ton of time, but just going that extra mile and just adding extra value to the client experience is super, super beneficial for both you and the client because the client gets a really happy experience and you get a loyal client that's going to stick with you for the long term. Now, in regard to managing expectations, this is a little bit different. So for this example, let's look at deadlines, ok? So when I am setting deadlines for a client, I always give myself an extra two or three days minimum. And this is because I do work in a creative industry. So I need that time just to kind of let ideas settle. So I can pick the best ones and then develop it a little bit further. On the other hand, things can go wrong. And I want to make sure that I have enough of a window to not only manage life if something comes up and I need to either go to hospital or take care of family or do something that is more important than work, ultimately. But another thing that having that window of time allows me to do is to basically make sure I can always deliver the end result to an extremely high standard within the time frame that is expected. And even before, so I can present and deliver on what was promised a day or two before it was actually expected. And this just shows the client that I'm sharp. I'm always on time and I'm prioritizing their project. That is one of the most important things that a client wants from a service provider who is going to help them to solve a problem. I am going to be on time. I'm never going to let you down and I'm going to make sure that whenever I can, I go above and beyond to serve you, basically, when you're managing expectations, make sure that you're extremely clear in communicating what is expected and what you're going to be doing, make sure you give t enough buffer room to exceed your client's expectations and also deliver the project earlier. But Now, how do you manage expectations when something comes up and you cannot meet the deadline or provide the service that you promised? This may seem like super basic advice. You need to make sure that you start to get used to being super honest and direct with your clients. Let me give you an example before I actually share the method with you. Imagine you're waiting for a train and you have no idea when the train is going to arrive, there's no sign boards. You have no idea if it's going to be 10 minutes, one hour, five hours, you're just waiting for the train to arrive and you have absolutely no idea how long it's going to be. Now, that experience is going to feel a lot longer. There was a board on the train station which was counting down the minutes to when the train was going to arrive. Now was actually a famous study that was done by a UK marketing agency, Ogilvie. They basically helped the UK train system to basically not make the trains faster, but essentially manage the expectations of the people who were looking to ride the trains. So instead of making the trains faster and having to re engineer the entire train line, they simply managed the expectations of the passengers so that they were more patient waiting for the trains. And you can do the exact same thing with your clients and the way you can do that is by simply keeping them up to date as frequently as possible. In fact, as I'm recording this course, I literally have a client who's waiting to get a navigation bar fixed on their website. Now, it's taken me a little bit of time to hire the right person and find the correct expert to fix the navigational issue. But I've been keeping the client up to date every single day with what's happening. So he knows exactly where we are and he knows exactly when the solution will be in place. And by doing something simply like just keeping your clients up to date and making sure that they are constantly in the know about what's happening with their project. This is going to be a game changer for you. If you're not doing it already, the worst thing in the world for a client to do is to have to ask you for a update. So always make sure that you set extremely clear deadlines for the project. And then also throughout the project, make sure you keep your client up to date with what's happening. These updates should become a little bit more frequent. The closer you get to the deadline, I remember you should be delivering before the deadline anyway, because you should have enough buffer room to do that. But anyway, I hope this lesson was valuable and I'm really looking forward to seeing you in the next one. So I'll see you soon.

RELATED ARTICLES

RELATED ARTICLES