Managing client expectations for best outcomes

May 23, 2022

Are clients aware of how your relationship with them will work? Managing client expectations provides a positive first impression and promotes enduring client relationships.

Laying the groundwork early, such as engagement letters, can reduce the likelihood of snags down the road. Explaining everything upfront with billing procedures and deadlines can keep the process moving.

Transparency about fees is important to both potential and existing clients. Surprise fees can negatively impact relationships with clients. See more steps for managing client expectations.

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