5 Things You Need to Know About Working with Clients (2024)

Critical thinking, decision-making and interpersonal communication are all important business skills, and even more so for professionals who work with a retainer or project-based clients.

Accounting and law firms, consulting groups, marketing and advertising agencies, freelancers and more all deal with clients on a regular basis. Because these businesses depend on successful and long-lasting client engagements, it’s important to know how to build and maintain strong business relationships.

Here are five things every business student should know about working with clients:

1. Establish trust

The key to managing any client relationship is trust. Part of this trust can be forged by simply doing what you say you’ll do – such as meeting your deadlines and producing quality work. Following through on what you’ve promised to accomplish can go a long way towards establishing the foundation of a strong client relationship, which is good for both you and your company.

2. Communicate

Communication is one of the easiest ways that you can establish trust with your client. Good communication means not only responding to emails promptly, but also keeping the client updated on the status of all projects that are in progress. This could be in the form of a weekly status call, followed by a list of next steps you plan to accomplish in the following weeks. Communication also comes into play at the beginning of the client relationship. Make sure you understand what your client’s expectations are so that you can establish a strategy and set goals and deadlines accordingly.

3. Anticipate their needs

In any client relationship, it’s important that you understand what motivates your clients, what challenges they may be facing, and how you can help them reach their goals. If you can consistently prove yourself to be a strategic problem-solver and a reliable partner, your clients will grow to trust you even more. They might even come to you with more work or projects down the line. This is often how long-lasting client relationships are forged.

4. Be a problem solver

Sometimes, things can change without warning; for example, a more urgent need or crisis might push another client project behind schedule. When this happens, it’s up to you to figure out a workable solution.

Try not to put yourself or your team in a position where you won’t be able to make a deadline, but also make it clear to clients that you’re prioritizing their highest needs and adjusting your focus accordingly. You might often have to manage expectations on both the client side and with your internal team members, and this requires a certain degree of diplomacy. If you can remain calm and professional throughout this process, you’re more likely to find a solution that works for everybody.

5. Collaborate

In more creative professions, collaboration is also an important part of the client relationship. Here, it’s essential that you understand your client’s needs and business goals, and how you can help them accomplish those goals. If clients have a lot of trust in you and you’ve built a strong, collaborative relationship, they might look for your expertise on strategy or creative direction. You might have valuable insight or experience that you can offer to help elevate the project or increase its chances of success.

If you’re a student, you can get valuable experience working with clients through internships and relevant, integrated business coursework. The goal is for you to develop the critical thinking skills and other soft skills you’ll need to succeed in a client facing role in an ever-changing, fast-paced business environment.

* Bureau of Labor Statistics (BLS), U.S. Department of Labor, Occupational Employment and Wage Statistics 2023 / Occupational Outlook Handbook 2022. BLS estimates do not represent entry-level wages and/or salaries. Multiple factors, including prior experience, age, geography market in which you want to work and degree field, will affect career outcomes and earnings. Herzing neither represents that its graduates will earn the average salaries calculated by BLS for a particular job nor guarantees that graduation from its program will result in a job, promotion, salary increase or other career growth.

5 Things You Need to Know About Working with Clients (2024)

FAQs

What you need to know about a client? ›

Understanding your ideal customer involves knowing their demographics (age, gender, family status), their occupation and personality, as well as what triggers and motivates them. This insight helps tailor your approach to resonate with their specific needs and desires.

When working with clients, you must? ›

13 Tips for Building Relationships with Clients
  1. Communicate Effectively and Consistently. ...
  2. Be Positive and Confident. ...
  3. Treat Your Client as an Individual. ...
  4. Explain your Process. ...
  5. Share your opinion. ...
  6. Exceed Expectations. ...
  7. Understand Your Client's Goals, both Macro and Micro. ...
  8. Adapt Your Style.

What are some important things to remember when communicating with clients? ›

Stay involved in the conversation and make sure to ask clarifying questions if you're not sure you understand something. It can also help to rephrase what your customers tell you and repeat it back to them to clarify. This can make a good impression and ensures that you understand what your customer is saying to you.

What are the four 4 basic needs of a client? ›

Every customer has four essential needs--for visual, emotional, functional, and financial gratification--that translate into the four essential requirements for every business system.

What are the four client requirements? ›

Most business ideas come from an entrepreneur spotting a need for a product or service. There are four main customer needs that an entrepreneur or small business must consider. These are price, quality, choice and convenience.

Why is it important to work with clients? ›

When working in business, having a better relationship with your clients is necessary for increasing your sales and retaining high revenue. Communicating effectively is a major part of improving your relationships with clients, encouraging them to engage with the organisation to a greater extent and buy more goods.

How to effectively talk to clients? ›

Effective communication with clients: 10 golden rules to follow
  1. Respond quickly. Respond always. ...
  2. Let the client speak. ...
  3. Ask questions. ...
  4. Be empathetic but know your principles. ...
  5. Educate the client. ...
  6. Talk in a language that the client understands. ...
  7. Structure your sentences right. ...
  8. Double-check everything.

What are the 5 E's of customer relationships? ›

Continue to the next chapter of our 5 Es of Visitor Experience article series. Jump to Entice, Enter, Engage, Exit, and Extend, and Mapping the Journey.

What are the 5 stages of customer relationship? ›

There are five key stages in the CRM cycle:
  • Reaching a potential customer.
  • Customer acquisition.
  • Conversion.
  • Customer retention.
  • Customer loyalty.
May 16, 2022

What are the 4 C's of customer relationship management? ›

To set yourself apart, you need to incorporate the 4C's, which stand for customer experience, conversation, content, and collaboration. Look at them as pillars that hold your client service together. Working on these components in unison and actively managing them will transform your business.

What are the golden rules of communication? ›

Prepare: know exactly what you want to say before you say it. Be attentive: understand the reactions of the audience. Show you are listening: make it obvious that this is a two-way process and that you accept the feedback that you are getting. Check understanding: does the audience pick up what you are saying?

What is the golden rule when communicating customers? ›

In every interaction you have with your customers, they should be able to see, hear and sense that they are important to you. This begins with basic telephone etiquette like always speaking with a positive, friendly, respectful tone of voice.

What are the five methods of communication? ›

There are different methods of communication, and these include:
  • Verbal communication.
  • Non-verbal communication.
  • Written communication.
  • Listening.
  • Visual communication.
Dec 15, 2021

What do you need to know about your ideal client? ›

  • Look At Your Current Client Base. Rather than take a wild guess, take some time to work out the people you currently work with. ...
  • Consider Their Current Habits. ...
  • Identify Their Goals. ...
  • Identify Their Fears. ...
  • Identify How They Make Their Buying Decisions. ...
  • Ask Yourself Who Would You Like To Work With. ...
  • What Do They Need.
Apr 17, 2020

What would you want to know about a client before meeting them? ›

Some necessary preliminary information to review before meeting with a prospective client includes:
  • Read their blog/press releases.
  • Review their social channels and what people are saying about them.
  • Sign up for their newsletter.
  • Examine the competitive landscape.

What do you need to know about customers? ›

Ten things you need to know about your customers
  • Who they are. If you sell directly to individuals, find out your customers' gender, age, marital status and occupation. ...
  • What they do. ...
  • Why they buy. ...
  • When they buy. ...
  • How they buy. ...
  • How much money they have. ...
  • What makes them feel good about buying. ...
  • What they expect of you.

What you need to know about agent as client? ›

To act as agent means the agent is acting as if it is the client. This requires the client to appoint you and to give you authority to bind the client e.g. to an investment mandate and to appoint a DIM. If a DIM is appointed by you, the DIM is required to categorise you as its client.

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