Advertise Here

5 Mistakes That Will Cost You Your Client (and How to Avoid Them)



Photo by aussiegal.

Most new freelancers make one vital error: we catch ourselves acting like employees.

But even as we become more seasoned, even the best of us can fall into the ‘employee’ mindset trap that is at the foundation of virtually every major freelance mistake:

“As long as I do the specific job I was hired to do, and I do it well, everything will be fine.”

But unfortunately for us, when something goes wrong with any portion of a project we’re working on, somehow it’s always our butt on the line.

So how can you approach each client’s project in a way that protects you, protects their interests, and helps secure overall success and fuzzy feelings?

Well let’s look at common mistakes we make, and how to prevent them.

#1. Did You Start the Project on the Right Foot?

We know the drill about first impressions, but when someone has just dropped a check for a couple thousand dollars, or they’ve just fastened 40% of their budget to your coat tails, well…it doubly matters!

After securing and managing over 100 projects for myself and freelancers I coach, I’ve tested various ways to instantly set a project on the right foot within the first 30 minutes of securing the deal. We tested sending thank you gifts like movie tickets, informative articles we think they might like, doing nothing at all, and even calling everyone on the team for a brief introduction.

Surprisingly, none of that did much to sway results. What seemed to make clients happy and secure a long-term relationship even when problems arose later on was one simple thing:

Within the first 30 minutes, send an immediate deliverable related to your project and what you were hired to do.

Example: If you were hired to design a company’s website, within a half an hour of taking the project, just send an email with links to a couple websites you think have elements they’d like for their site. Ask them for their feedback, and ask specific questions like “I’m thinking of creating a header similar to the one at xyzwebsite.com. What do you think? We’ll change the colors and exact design, but is this the feel you’re going after?”

Same with copywriting or virtually anything else. Send examples of what you think they want to get their feedback with specific questions.

#2. Have You Been Too Available?

This one really surprised me when I first began freelancing. I found that when I made myself overly available, my client more than took advantage – to the detriment of my sanity and the project’s health.

Though not as much of an issue with a corporate client or a medium sized business, if you freelance for professionals, startups, or very small companies, you’ll find that they get really excited, want to discuss new ideas with you, and sometimes even want project updates numerous times a day.

Not only does this stress you out, but more importantly it prevents you from focusing on the actual work. Studies show that when a person’s focus is interrupted, even if for just a moment, it takes an average of 25 minutes to two hours to regain concentration and return to the original task. In essence, it is costing you time and costing your client money.

Photo by foundphotoslj.

I suggest providing an email address and an emergency phone number, and that’s it. Definitely no Instant Messenger! I made that mistake with my first client and literally, several times an hour, he would message me about some press they were trying to get, who said what about their website, and new ideas he had that he wanted my feedback on.

Regulate that small talk to a weekly meeting if you have to. And if you’re in the middle of a productive session, don’t pick up the phone. Let it go to voicemail, give it half an ear, and if it sounds like a fire burning, then you can stop what you’re doing to put it out. Otherwise, call them back when you’re done.

#3. Will You Let Your Client Sabotage the Project?

One of my freelancers recently accepted a project she was really excited about. Unfortunately, her client was also very excited and constantly bombarded her with new ideas, new tweaks, and additions he wanted.

The project they originally specified grew way beyond its initial framework and worst of all, every time she would make progress on the project, he’d call and say, “I just had a brilliant idea. Scrap everything before…let’s do it like THIS!”

Because he was one of her first clients, she didn’t want to rein him in and tell him “No.” But then, three months after they began working together, he started accusing her of taking too long to complete the project, and over-estimating her hours.

“But he keeps changing everything!” she’d complain to me.

So finally she took my advice and sat him down for a serious talk. She explained that during this meeting they were going to revisit the project’s goals and set a new deadline for completion. She was going to ask him to tell her exactly what he wanted and at the end, she would review the new project details with him. If he had no changes to make, then she would consider the new outline approved and he would, under no circumstances, be allowed to change it afterwards.

It was the only way to meet his deadline.

He agreed and after a couple kind but firm “No, I told you, we can’t change it,” talks, he eventually stopped calling. And the project met its deadline and he was satisfied.

But what if you try to say no and your client isn’t willing to cease?

Say, “That’s a great idea. I’ll write that down for Phase 2. We’ll see how this version of the product/campaign does, and once we have enough data, we’ll test these new ideas against it, and see which does better.”

I’ve yet to meet a client that could argue with a strategy that involves testing and cold, hard data!

And that leads me to….

#4. What If You Disagree With the Client – Or *gasp* Argue?

This is a very touchy subject for many freelancers. How do you approach a client that has strong opinions that, in your professional opinion, may hurt the success of the project?

If you let the client have his way, you risk the project not hitting its targets and regardless how you feel about it, the responsibility will almost 100% land in YOUR lap.

But who wants to go against the client we value and depend upon for our daily bread?

I’ve found the safe, but firm ground to always walk on is that of the data. We all have opinions and they will always be attached to emotions. To keep from arguing with a client or having it get personal or uncomfortable, just use this simple technique:

If your client wants to use a different headline, or a different color, or a different marketing channel – whatever it is, just say, “Sure. We can test that. In my opinion such-and-such might be a better option because [always validate your alternative with reasons and as much data or past experience as you can].”

Most of the time, because you haven’t invalidated their idea, they’ll go with your expertise and let you do it your way. But if they feel strongly about it, there’s still no need to argue. You just agree to split test your alternative to theirs. Then go with the one the market chooses.

#5. How Will You Manage a Client’s Dissatisfaction?

Strangely, my staunchest supporters, most prolific referrers, and happiest clients are the ones that at one time came to me with some issue about where our project was going or how I was handling it.

How could this be?

Because misunderstandings, miscommunications, and overall discomfort are guaranteed to occur at some point in the virtual freelancing world. Your client is most likely used to an office atmosphere where everyone is copied on every email, clarification is just 10 feet away in the next cubicle, and someone else can always be to blame.

But we’re the lone rangers on the other end of the DSL line (or hey, maybe you’re into cable…). And if you’re like me, most of your clients have never, and will never, meet you in person. So you’re mysterious, removed, and “what exactly is she spending all her billable time on?”

So what do you do when your client comes to you dissatisfied or even upset?

Unless it’s a simple issue to handle, don’t respond right away. Tell your client that you understand this is an issue and you’ll get back to them within the day (or the next day) with a solution. This way, you’re not put on the spot.

Then try to see the problem from their point of view and find what element, action, or result is leading to their dissatisfaction or belief that something is wrong. Don’t treat this as a blame game where, if you validate their assertion that something is wrong, it automatically makes it your fault. It doesn’t. The key here isn’t to find blame. It’s to acknowledge that no matter what, the client sees a problem and that means you have a problem: how to make the client satisfied again.

What I’ve found works every time for handling client dissatisfaction is to first validate their belief – explain to them that you see where they are coming from and you apologize for the inconvenience. Just don’t invalidate yourself in the process.

If you see where they may have misinterpreted the situation, don’t be afraid to bring this to their attention…but don’t be defensive either. Always see you and the client on the same side of the line, a team trying to solve a problem together. Not as opponents trying to fling the blame to each other.

Next, propose a solution. If you both agree that the real issue was client misinterpretation, explain that their misinterpretation wasn’t their fault, but rather a result of the process. Work with them to find the missing link. Perhaps you aren’t providing them detailed reports on progress, or you’re providing the reports but not summarizing for them what the data means.

If the issue is that you aren’t getting deliverables to them fast enough, re-evaluate the project and its deadlines. It’s important to be honest with each client at the outset of the project. Leave yourself ample time with deadlines – don’t rush yourself on account of pleasing them. Be reasonably speedy, but don’t promise something you can’t deliver without breaking your own back.

Also, the moment you see your time availability shifting, or a new project taking much more of your time, notify all other clients that you won’t be as readily available or quick with turn-over of deliverables as you’ve been in the past.

I find that clients can handle almost anything as long as they’re aware of it before it affects them and their project. That way everyone involved can re-task to deal with it.

Ummm…So Now I….What?

Okay, that was a lot of information about several scenarios, many of which aren’t completely concrete.

So what should you do with this list to make sure you look out for the mistakes discussed?

One option is to write down just the headlines of each mistake and a quick sentence to jog your brain about how to address such an issue if it came up. Then pin it to the wall above your desk. Some freelancers feel it helps knowing it’s there and a quick glance while writing an email can save you from shooting off a quick response committing one of these mistakes.

Another option is to move on with your day and trust you have it committed to memory. :)

I suggest you share which one was your favorite and share with us the biggest mistake you’ve made or heard about, and what happened.

Jaime Mintun is the premiere expert in internet marketing consulting to offline businesses, and is recognized as the leading expert in earning a six-figure income freelancing for offline businesses part-time.

PG

Jaime Mintun specializes in managing multi-million dollar launches for authors, speakers and mega-brands while traipsing around the world collecting luggage tags. She also coaches freelancers. Download her FREE “Freelancer's Sales & Marketing Handbook.” Includes Complete Step-By-Step Client-Converting Sales Funnel.



  1. PG mave

    Great article. I agree with everything you’ve said here, although on #3 (will you let the client sabotage the project?), sometimes going with the client’s wishes is the only option left. As they saying goes, “A persistent client who doesn’t take the advice they’re paying for is cursed to get what they insist upon.” There will always be the occasional situation where a client is dead set on something that is not in their best interest and where they will, despite all reasoned discussion and words of caution, dig their heels in.

    Always see you and the client on the same side of the line, a team trying to solve a problem together.

    This is really at the heart of all client relations. A collaborative project where there is solidarity and teamwork is a successful one.

  2. PG Mark Abucayon

    Thanks for the information, this helps a lot I love reading this one.

  3. PG David

    Sweet post, I suspect I will be back to reread this one once or twice.

    #2 Have You Been Too Available – is just starting to bite me in the rear as it were. I was happy to be there for the quick response, advice, consideration as their project was my main focus at the time. Now I’m off on something else completely unrelated (where I live you have two jobs or two homes) and the phone is leaving me messages that end with – ‘well I’ll just email this to you’ but guess what I can’t answer that either. So I feel bad for the lack of quick response that was established as the standard, but there should have been space between the lines from me. Not bad customer service just more reasonable in its time frame.

  4. PG Sonali Agrawal

    For me, the best one was “#4 What If You Disagree With the Client – Or *gasp* Argue?”. I go through this issue with the most important client of mine, with whom I have been working for almost 4 months now. He always wants something to be like this, and I always give him a solution which eventually, he agrees to.

    Wonderful Article. Already posted to my Post-It Notes..Thanks again.

  5. PG Joe Norton

    I liked your post, but not your signature. “the premiere expert in internet marketing consulting to offline businesses, and is recognized as the leading expert in earning a six-figure income freelancing for offline businesses part-time.” Being a marketer I’m sure you could have thought of a better way to put that…

    Anyway, good article.

    @mave Thanks for the input as well

  6. PG Skellie

    @ Joe Norton: I’m pretty sure it’s tongue-in-cheek. Anyway, wish I could earn a six-figure income working part-time. :(

    hehe

  7. PG Benek

    Great article with many real-world tips for dealing with clients.

  8. PG Ricardo

    Excellent article. Thanks for the tips.

  9. PG Martijn

    I love the photo! LMAO!

  10. PG mia

    good article. except the idea of sending clients immediate reference. kind of defeats the whole point of the design process. i think its better to send an email with a summary of the brief and your understanding of it for confirmation.

  11. PG BANAGO

    Excellent, thanks!

  12. PG Jeremy

    Excellent article, I have recently been struggling with the appropriate way to handle a somewhat disgruntled client and reading this has allowed me to get back on track. Thanks

  13. PG Tri Dang

    Thanks for your great article! I like point #2 the most. I’m sometimes too available on IM.

  14. PG Sergei

    Great article. This site and it’s information is the best tool i as able to find on the neet to help me with my freelancing. Great job team. Podcast is amazing also. =]

  15. PG Maicon

    Will help a lot of freelancers. Is always a satisfaction have access to experts.

  16. PG Tuan Nguyen

    Thanks for the article.

  17. PG Nick Whitmoyer

    I definitely agree with your point in #4.

    “Sure. We can test that. In my opinion such-and-such might be a better option because [always validate your alternative with reasons and as much data or past experience as you can].”

    In order to test and receive qualitative results that will decide which test wins you’ll need to have a good amount of traffic hitting it. With UI design, this could mean having to do twice as much work and inevitably bill for it. Clients might not like this, especially if it’s a completely new site.

  18. PG brad

    Jaime,
    Thanks for the great article. I especially like your idea for giving clients something immediately when the project starts. That shows a great amount of concern for their job on your part.

  19. PG steelfrog

    Seems I’ve been lucky so far in my ventures. I’ve yet to run into a client I’ve had to argue with. Sure, we’ve had some disagreements but they’ve usually just ended up taking my word for it: “You’re the designer. I guess you know what you’re doing more than I do”.

  20. PG Pablo Matamoros

    Good article.

    I think a good idea for any freelancer is taking a Project Management course or at least read any of the books available to certify as PM.

    Although the PMI certifications are aimed to the corporate environment, I found that many of the tools that are learnt through these courses are easily applicable to the freelancing environment: writing proposals, defining scopes, change management, communication management, etc…

    I recommend visiting http://www.egovernment.tas.gov.au/. There is a section full of Project Management documentation templates. I’ve use a variations of these templates for some of my projects.

  21. PG Petronella

    Excellent info,Thanks!
    The pic reminds me of a guy I know (W—–m)
    Lol

  22. Great tips!
    Thanks.

  23. PG bugsy

    I just have to give props to aussiegal at Flickr, that photo is genius!

  24. PG Andreas

    Your suggestion #1 is exactly what has worked with many of our European freelance clients.
    By the way, there is great business for freelancers on our side of the world, as the USD/Euro-conversion is very favourable for our Euro-clients. Check out for yourselves at http://www.MondayWorks.com !

  25. PG Jaime Mintun

    Well, this was my first article with FreelanceSwitch, so just realized I can leave comments back to all of you!

    I laughed at the comment about my byline…that was just taken from one of my websites. I’ll be sure to give a more insightful bio shortly. And yes, in the context that byline was taken from, it was supposed to be tongue-and-cheek. All internet marketing people try to be “gurus,” and I think that’s kind of funny. :)

    Glad everyone liked the article. It was fun to hear which points you liked or related to best. For me, the biggest aha at the beginning of my freelancing career was (if I had to name just one!) learning not to be too available. That one really bit me in the butt at first.

  26. #3. Will You Let Your Client Sabotage the Project?

    I’ve been away from FS for a while on account of school and work, ironically. It was a definite step up into a more real, corporate, professional $$ job. It also promised to be fun. However this changed quickly as he client, or rather many of the associates, decided to pitch in their opinions regarding the project briefing…I tried to gather as much data as soon as the project began, asking them various questions as to who they were and what they wanted. One of the partners took the lead and answered all my inquiries in a very enthusiastic and encouraging manner. He was thrilled with the results, which I delivered quickly. He pointed out that there was something he was not sure about, but overall, there was success. I was happy. Then, his partners saw it. A new meeting was scheduled, and he did not assist….BIG mistake, for I had never met or even emailed the remaining partners. They had not seen the questionnaire, where not aware of what my understanding of their company was and hence could not evaluate were I was coming from with the design. It turns out they liked it, but were not ok with minor details. The problem was that there were SIX of them, and one of me, sitting at the coffee shop. It was impossible to correct 6+ “minor” details and keep the integrity of the design, and I freaked and decided to create a new briefing, with their joint participation. To this they responded several days later with not a response to my briefing, but rather a pool of logos the liked or did not like. This is helpful, but not what I requested and hence not what I needed the most. Also, because of a major event taking place soon, the project deadline was sooner than what I had originally agreed to.

    My mistakes, not putting my foot down when the their clients started change the project goals and briefing. This would have solved all problems, and hence I would have sacrificed less time, resources and I am sure that the end result (I was pleased with it as were they) would have been even better.

    Thanks for the great article, a definite lifesaver.

    Yaco Roca

  27. PG Gayatri

    Thanks for ur tips

  28. PG Jennifer

    Oh God, I’m going through #2 , #3 and #4 at the moment and feeling a bit sick about the whole thing. Thanks for this article reminding me that this sort of stuff happens to everyone.

  29. PG Scott Clark

    Um, what about agreements? Working without a signed agreement is hugely risky. But this is a show-stopper for many deals (inexplicably.) I think it’s a serious litmus test for client qualification. If they act surprised when you ask them to sign an agreement, there will be problems later.

  30. PG Steven

    Availability. Good point. I struggled for some time to kill the idea that the customer is always right. If that were true, they wouldn’t need me! The customer is wrong and they pay me for corrections (I teach martial arts). But I must orchestrate tact.

    Good post.

  31. PG Ishbir Singh

    This is an excellent and well written article.

  32. PG KIKI DAVIES

    Thanks alot
    This is really great and i’ll be back to re read cos i have learnt alot from it.

  33. PG zeerebel

    Just busted my ass for a client. Made mistake # 2, 3. The web site was amazing, but he was so concern with all the little stuff. I should have trust my gut instinct and drop my client a day before.

    I decide to refund his money, and just walked away.

  34. PG ravi

    Points 1 and 2 are very useful. This whole website is a must-see resource for freelancers. Thank you.

  35. PG Gyorfi Szilard

    For me the best way to communicate with clients is via emails .

    I did use IM too but now I rarely use it, because I spend time chatting with the client and this way I don`t advance with the actual work.

    I might also loos some of the messages that I have received.

    Only use Email with clients, especially when they tell you the specs of a project. 1-2 phone calls/skype a week are ok but not more.

    Also for safety reasons I start the work when they pay 50% in advance.

    Ever worked on a project that you had 40% finished and the client made up his mind about needing the project?

    I did, so no mater how cool/polite they seem use the payment in advance method , if they mean serious business than they will pay it. If they don`t than you would have wasted your time with theme.

  36. PG Kristin Andrews

    This post couldn’t have come at a better time. I recently had to terminate a client relationship due to them implementing a more aggressive deadline than we originally agreed upon. I had to remind myself to not let my emotions get involved and that this is strictly business, so it was the right decision. Thanks for these tips.

  37. PG Anne

    Great advice! Especially learning how to be objective about issues without compromising your own integrity while still attending to the client in an efficient and professional fashion. Clients want good results, that is what they’re paying for.

  38. PG Kevin Airgid

    Great article, for #5, sometimes it is just “OK” to fire the client. Often it’s better if you just can’t get the creative where they want it.

Leave a Comment