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Kicking Off a Healthy Client Relationship

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Mavenlink
Mavenlink

Trust. It takes years to build, seconds to lose, and can cost a lot of billable hours trying to repair.

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The Art of Kicking Off a Healthy Client Relationship Experts Share Dos and Don’ts to Build Trust
Executive Advisor curt@mavenlink.com Director of Professional Services mjames@mavenlink.com Curt Worsey Michelle James
Building a better client relationship starts with Trust It takes years to build, seconds to lose, and a lot of billable hours to repair.
Copyright 2015 Mavenlink, Inc. — Proprietary and Confidential Define mutual expectations Create a client comms plan Write a great SOW Create a sales-delivery overlap 4 Steps to Your Kick Off Plan
1. Discuss & Define Mutual Expectations Have a dialogue focused around expectations. Listen for explicit & implicit expectations. Discuss processes, goals, roles, timelines. Be very specific. Replay back to your client so that they know you understand.
1. How would you define the success of this project? a. Key project objectives and measures 2. What is the broader business context and are there related goals? 3. What are the most important things to you? 4. What key objectives do you have for your project team members? 5. How can I work most effectively with your organization? a. Company culture and preferences 6. What are the most important outcomes to other stakeholders? 6 Critical Expectation Setting Questions
Create a model where sales stays on longer, and delivery gets involved earlier. Increase dialogue between sales and delivery. Understand promises made. Cover things like nuances in relationship - ie what is their attitude, pet peeves, concerns? 2. Create a Sales-Delivery Overlap
Understand your client’s communication preferences Clearly explain the roles, responsibilities and level of participation of those who will be interacting with your client Have a plan and a schedule with which you keep your client engaged 3. Create a Detailed Client Comms Strategy
The three most important things about writing a SOW: - Clearly define your role and your client’s responsibilities - State any assumptions you have about executing the project - Define the terms of how you will be paid, and how any change orders will be handled 4. Write a Great SOW
Stay Connected! Maintain consistent presence #1 client complaint! Keep clients informed Set reminders to check in regularly Always deliver difficult messages as early and maturely as possible
Want to learn more?
Download the SOW Guide: http://go.mavenlink.com/the-definitive-sow-template-and-writing-guide
Visit Mavenlink Today! www.mavenlink.com Business Intelligence Resource Planning Team Collaboration Project Accounting Project Management

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Kicking Off a Healthy Client Relationship

  • 1. The Art of Kicking Off a Healthy Client Relationship Experts Share Dos and Don’ts to Build Trust
  • 2. Executive Advisor curt@mavenlink.com Director of Professional Services mjames@mavenlink.com Curt Worsey Michelle James
  • 3. Building a better client relationship starts with Trust It takes years to build, seconds to lose, and a lot of billable hours to repair.
  • 4. Copyright 2015 Mavenlink, Inc. — Proprietary and Confidential Define mutual expectations Create a client comms plan Write a great SOW Create a sales-delivery overlap 4 Steps to Your Kick Off Plan
  • 5. 1. Discuss & Define Mutual Expectations Have a dialogue focused around expectations. Listen for explicit & implicit expectations. Discuss processes, goals, roles, timelines. Be very specific. Replay back to your client so that they know you understand.
  • 6. 1. How would you define the success of this project? a. Key project objectives and measures 2. What is the broader business context and are there related goals? 3. What are the most important things to you? 4. What key objectives do you have for your project team members? 5. How can I work most effectively with your organization? a. Company culture and preferences 6. What are the most important outcomes to other stakeholders? 6 Critical Expectation Setting Questions
  • 7. Create a model where sales stays on longer, and delivery gets involved earlier. Increase dialogue between sales and delivery. Understand promises made. Cover things like nuances in relationship - ie what is their attitude, pet peeves, concerns? 2. Create a Sales-Delivery Overlap
  • 8. Understand your client’s communication preferences Clearly explain the roles, responsibilities and level of participation of those who will be interacting with your client Have a plan and a schedule with which you keep your client engaged 3. Create a Detailed Client Comms Strategy
  • 9. The three most important things about writing a SOW: - Clearly define your role and your client’s responsibilities - State any assumptions you have about executing the project - Define the terms of how you will be paid, and how any change orders will be handled 4. Write a Great SOW
  • 10. Stay Connected! Maintain consistent presence #1 client complaint! Keep clients informed Set reminders to check in regularly Always deliver difficult messages as early and maturely as possible
  • 11. Want to learn more?
  • 12. Download the SOW Guide: http://go.mavenlink.com/the-definitive-sow-template-and-writing-guide