Laura’s Winning Ideas

I look at “thrill your client” from a different perspective. If you try hard to please a client with unrealistic expectations, you can’t thrill them. You can only disappoint and upset, because they were expecting the impossible. The only way to “thrill your client” is to set the stage before work begins, with realistic expectations all around, and THEN go the extra mile.

A few weeks ago I responded to questions about whether we handled an interview properly.

IMHO we did, and thankfully did not get the contract. The client had very unrealistic expectations. He wanted us to write a loser proposal with his start-up firm. I balked.

The proposal would be expensive for us because they don’t have any support staff at all. The process would be grueling because they have a tight deadline. And they’ve never done a proposal before, so it would be a training exercise under pressure, and it would be tricky to manage all the moving parts. They had very little knowledge of the agency, had never worked with them, and not even met with any representative of the agency. Finally, the client could not convince us that they had a compelling offering for the agency. In other words, they had nothing to go on, and just heard that we have a great hit rate, so he wanted us to help.

The shortsighted goal is to get work. The long term goal is to partner with firms so we are the go-to consultant for proposals. In order to accomplish the long term goal, we must have enthusiastic clients, who are thrilled by our performance and have confidence in us.

How do you “thrill” clients?

1. First, you set the expectations with a frank discussion (and back it up in writing) about what their chance of success is, what will be required in order to proceed: how much time from the Subject Matter Experts (SMEs), how much it will cost. Then repeat again your estimate of their chance of success.
2. Second, you do a great job.

You cannot “thrill” the client if you skip Step 1. Their expectations are not meshed with the actual capabilities of the team. Their expectations aren’t specific, so they tend to slide around during the project.

Begin with a Go/NoGo worksheet to estimate their chance of success, and then go from there.