Client “Don’t” List

by Jamison Koehler on April 5, 2013

Here, courtesy of Gerry Beyer via Rob Robertson/Solosez, is a list of things not to do with clients.

  • Don’t discount fees.
  • Don’t let clients leave without an engagement letter.
  • Don’t waste money on ineffective marketing.
  • Don’t over-complicate things.
  • Don’t make clients wait.
  • Don’t ignore clients.
  • Don’t try to impress your values onto your clients.
  • Don’t quote fees until you know what work needs to be done.
  • Don’t interrupt your clients while they are talking.
  • Don’t ignore the Silent Spouse.
  • Don’t over-promise.
  • Don’t rush the consultation.
  • Don’t be late.
  • Don’t take every client.
  • Don’t talk about yourself, unless it’s truly relevant.
  • Don’t be arrogant.
  • Don’t gesture wildly with your hands and spill water all over the table.
  • Don’t express political views.
  • Don’t bore clients with too many details.
  • Don’t make fun of kids’ names.
  • Don’t assume the client knows what they want.
  • Don’t look shocked at revelations.
  • Don’t lose a client file.
  • Don’t forget your clients’ names.
  • Don’t talk too much.
  • Don’t fight the silence.
  • Don’t forget to thank your clients … and ask for referrals.
  • Don’t use “legalese.”
  • Don’t be too serious.
  • Don’t ignore your clients’ emotional experience.
  • Don’t assume your clients’ priorities are the same as yours.

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