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Aunty Entity - Should You Get Too Close To A Client?

Aunty Entity

Dear Aunty Entity
How often should I keep in touch with my client, can you have too much contact and and how close is too close?
Signed, Touchy Feely

Dear Touchy,
There is no right or wrong amount of contact for a client - it really depends on the project, your technique, their personality and the day of the week. Some clients like to be contacted every day even for a quick ‘hello’ - some don’t want to know you unless there is something important to discuss. By rule of thumb, more is better. That daily email update or phone chat maintains the human level of contact and helps build a relationship if you are new. If you feel comfortable around a client to discuss and raise issues, then you are more likely to be able to work through any project problems that may arise. When you start working with a new client (and in a freelancer’s case, the client’s client), you both need to take time to get a feel for how you work/prefer to work. As a PM, you should be prepared to alter your working practices to suit a client’s needs for example: a daily update rather than a weekly one, or phone briefings rather than a document.

If your client is reasonably close by consider making time to have to face to face meetings with them on a regular basis. Being able to observe body language and see faces is far more effective than listening to a voice on the other end of a telephone.

However, although clients can become good friends remember that it can cause trouble if you mix the two. I know people who visit client’s houses or take them shopping. Personally, I would find it hard to produce flash banners for a person whose underwear preferences I am aware of but that’s just me. Just remember it’s really hard to unleash a debt collection agency onto a client for non payment of invoices when you were sharing a ‘Madame JoJo’s midweek special’ the night before.

Dear Aunty Entity
How technically able should a project manager be?
Signed, Foxxy Love

Dear Foxxy,
Generally speaking, it’s preferable that you’re at least as technically able as your client.

Tight sweaters, short skirts and high heeled boots might not add 53 IQ points and 6 years of Cobol expertise to your credentials but walk into any technical meeting overrun with textbook technical types and honestly, who gives a damn?

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  1. I’ve found that when I get close to client’s I tend to do more ‘favours’ (read free work) for them, and say yes to more of their requests. This ends up hurting my business. So now I’ve kept the limit at going to dinner with clients.

    Definitely never went as far as knowing underwear preference. ;)

  2. Agree with you Dinu , but not in all the cases
    Some clients -try to- become more friendly trying to turn the work relationship to their benifit.
    I have a client we both share weekend pictures, phone calls, he calls me buddy … stuff like that. but when it comes to money ;) trust me baby! as if we aren’t friends. The ‘favours’ comes as an urgent help or something. Nothing more.
    One thing left to say, I had a new client 3 months ago who gave me a project with almost ‘no discription’ !! When I contacted him asking for some details during work progress he complained that I am not a professional and I should know what I am doing!! When I started to wrok according ot ‘my standards’ He didnt like it and started screaming and yeilling. I quit on the same day!

  3. Gravatar

    Dangerfield

    So I guess sleeping with the clients is probably not good either. Ooops.

  4. @Danerfield : Only if she’s hot ;)

  5. It really depends on the client - if he’s honest and don’t try to abuse the “friendship” (very little pepole don’t try to do that in business) - it’s ok to make friends.
    Dangerfield: that was great, cheers;)

  6. What with Christmas coming up, I’ve been trying to decide whether to include any of my clients on my Christmas card list, etc. I used to work for a company that gave out bottles of wine to clients. I know I’m not going to go that far, but I’m trying to make my Christmas cards to clients a little more personal — something that will hopefully keep me in their mind as they plan for next year.

  7. I used to have a client who who would call me up at inconvenient hours to us need to make changes to the website ( which is fair enough) but then they would hang on the telephone for about half an hour just making a really boring chitchat and taking my dinner or sleeping time away from me.

    Every time I had to make up some kind of excuse to get off the phone.

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