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Let's look at different types of client crises, and some
principles for dealing with them.
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Editor's Note:
Andrew Sobel helps professional service firms with client relationships.
He graciously allowed me to share some of his articles here since I
thought that many of his insights would apply to Geek Leaders as well.
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I recently interviewed a client of mine on the topic of
client crises, in preparation for a program I was designing for her
organization. "Do you have all night?" she asked, laughing, "They're
continuous!"
Every professional who works with clients faces periodic
crises or "rough patches" in his or her relationships-it's inevitable. Because
of the complex nature of human interaction, not every client is going to be
deliriously happy with you and your work, all of the time. I face these speed
bumps myself, regularly, and I have to admit they make the perfectionist in me
very uncomfortable (I think, naively, "If you're always trying to do your best,
shouldn't things always be perfectly smooth?)
The first distinction you need to make is whether it's YOUR
crisis or the CLIENT'S crisis.
Examples of a crisis that's yours:
- You've overcommitted yourself and are having
trouble meeting client expectations
- You're tired, bored, sick, depressed, or
otherwise unmotivated to engage with your clients and your work
- Your clients are making fairly normal demands on
you, but for various reasons you feel that it's too much and you're tired of
being "imposed upon."
- You are having a crisis in your personal or
family life.
If the crisis is yours, then you may not even need to
involve your client in solving it, except perhaps from a logistical standpoint
(e.g., you need a breather or an extension).
This is an important distinction. When you are
out-of-balance or stressed, it's easy to feel that clients are being
unreasonable or just plain wrong.
If it's your crisis rather than the client's crisis, the
solutions may include:
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Taking time off to rest and regain your
perspective. Are you working on weekends? Give yourself a full two-day weekend
without checking email or doing client work. Better: Occasionally take a 3- or
4-day weekend.
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Venting to someone you trust.
-
Working on improving your schedule three or four
months out. If things are out of control now, you probably can't do much about
it in the short term. But you certainly can influence next quarter, today, with
some more disciplined planning.
-
Getting an extension from one of your clients.
Chances are you are working on something, for someone, that can wait an extra
week or two weeks.
Crises that directly involve your client or are precipitated
by your client can come in many shapes and forms. Sometimes, it has to do with
direct dissatisfaction with the work product. Here are some recent examples of
this, cited by my own clients:
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A litigation attorney gets an unfavorable ruling
in a trial.
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An investment banker is unable to find a buyer
for a division that his client wants to sell.
-
A consultant recommends a reorganization, and
implementing it turns out to be much more difficult than anyone expected.
-
Software does not work as promised, and the
client experiences constant outages or systems failures.
On other occasions, the crisis may be subtler or may involve
complex interpersonal dynamics. Here are some real examples:
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You are working with an executive whose boss is
your client. You are critical of that executive's performance-as it relates to
his role in your project-and your client, unexpectedly, severely chastises his
subordinate. The subordinate, with whom you have to work to get the project
done, is now livid and hostile towards you.
-
Your client is arrogant, overly demanding, and
hard to work with. Slowly, over time, your face time diminishes because you
find him so difficult, and communications become stilted. The client begins to
think you no longer care about his business, He starts bad-mouthing you out in
the marketplace.
-
You give your client blunt, honest advice,
advising her not to take certain courses of action. Over time, she drifts away
from you, and begins relying on other, competing professionals who are more
agreeable to her direction. You feel like you're getting punished for your
honestly and independence.
Every situation is a little different, and I'm not going to
even try to suggest the specific solutions to these crises in this newsletter.
In fact, very often THERE ARE NO SOLUTIONS to these crises-the solution lies in
the way you go about addressing the client's concern.
Here are some general principals that can guide us:
1. Responding rapidly. If a client is
unhappy, deal with it immediately. Don't make an appointment in three weeks to
discuss it. Your willingness to drop what you're doing to immediately and
speedily discuss your client's concerns-by demonstrating that you care and will
listen-will by itself improve the situation. Sometimes, the client simply needs
to hear, "What you think is very important to me and I want to (take the next
flight/drive 2 hours/use up my Sunday morning/etc) to meet with you and discuss
this."
2. Listening without being defensive. When
someone is upset, they want you to listen and empathize without passing
judgment on what they have said. The worst thing you can do is start to listen
and then slowly begin to counter what your client is saying-e.g., "Well, you're
right that we were not very inclusive of Bill but after all he did a terrible
job so it's not unexpected that we'd react that way, it's only normal..." Listen
deeply, and thank your client for sharing her thoughts with you.
3. Saying you're sorry. Even if you think
the blame is equally spread, apologizing can help to defuse the situation and
begin a new dialog. It's hard to keep kicking someone when they apologize to
you.
4. Offering amends. If in fact you have
done something egregious or have failed in some way, it can help to offer some
amends. A client of mine told me how one of his clients recently went into a
rage over an invoice that he received. He felt it was totally unjustified. In
reality, some good, honest work had been done and the invoice was appropriate.
But my client had done a very poor job of communicating just how complicated
this small piece of work was going to be. My client immediately offered his
client a substantial fee credit towards their next engagement. The angry
executive was delighted over this, and the incident was over almost
immediately. In fact, the relationship was strengthened.
5. Avoiding excuses. This goes along with
not being defensive. It's very natural to want to explain to the client all the
reasons why you are not at fault. Once you have defused the anger or other
upset emotions, you may very well be able to have this discussion. But don't
lead with excuses.
6. Anticipating crisis. If you speak
frequently to your client and have lots of open communication, you will be able
to head off many crises. If there is an atmosphere of openness between you,
there's a greater likelihood that your client's concerns will surface when they
are baby concerns rather than when they grow into monsters.
7. Getting it out into the open. When
negative emotions are kept in the dark, they fester and grow. When you get them
out into the light of day, they shrink and often disappear. Go for transparency
with your clients. If you know there is a sticky issue they are upset about,
try to confront it openly and get it out on the table.
The best illustration of this idea
is a wonderful poem by William Blake (1757-1827), called "The Poison Tree."
Read this insightful poem by one of the great English romantic poets:
A Poison Tree
by
William Blake
I was angry with my friend:
I told my wrath, my wrath
did end.
I was angry with my foe;
I told it not, my wrath did
grow.
And I water'd it in fears,
Night & morning with my
tears;
And I sunned it with my
smiles
And with soft deceitful
wiles.
And it grew both day and
night,
Till it bore an apple
bright;
And my foe beheld it shine,
And he knew that it was
mine,
And into my garden stole
When the night had veil'd
the pole:
In the morning glad I see
My foe outstretch'd beneath
the tree
In the end, I think these are pretty good principles to follow not
just with clients but also in our dealings with family and friends.
Andrew Sobel is a leading authority on client relationships
and the skills and strategies required to earn enduring client loyalty. He is a
consultant and educator to major services firms worldwide. Andrew is the author
of the business bestsellers Making Rain:
The Secrets of Building Lifelong Client Loyalty (John Wiley & Sons),
and Clients for Life: How Great
Professionals Develop Breakthrough Relationships (Simon & Schuster/Fireside). He can be
reached at
This e-mail address is being protected from spam bots, you need JavaScript enabled to view it
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