Secrets to Optimal Client Service

Secrets to Optimal Client Service

1. Don’t use jargon — makes clients look foolish and resent you

2. Pause — creates space for feedback and questions (resets power)

3. Advise what is not in your interest — creates credibility in the long run

4. Ask open ended questions — people enjoy talking about themselves

5. Be upbeat — the opposite will garner sympathy (nothing else)

6. Don’t mix business with social activity — you are hired only because you are smart and you work hard

7. Be humble — make complimentary comments that indicate humility

8. Be available / be responsive — immediately

9. Take a position — don’t equivocate, you are hired to tell them what to do!

10. Control the meeting — don’t let anyone get you sidetracked

11. Have an agenda — communicate the agenda and enumerate, take notes in their presence (be a waiter), recap the follow up items to get buy-in; the opposite causes anxiety

Resource: https://www.youtube.com/watch?v=hJbwyN4ZoCg