Archive for the ‘Working with Clients’ Category

Rant: I Have Never Seen Bigger Crybabies

Rant: I've Never Seen Bigger Crybabies

Rant warning here. This has been brewing for a couple months now, and I just have to get it out of my system, lol.

There is this crybaby series of articles that Freelancers Union puts out that have been driving me a bit nuts.

Every ezine issue, they feature some sob story from a freelancer about how a mean, evil client stiffed them hundreds or thousands of dollars.

Omg, I’ve never seen a bigger bunch of professional victims.

And now they’ve got this ridiculous “Freelancing Isn’t Free” campaign to get some new laws on the books to protect freelancers from deadbeat clients, as if they themselves play no role in why they aren’t getting paid.

The one thing, the ONE SINGLE PROBLEM at the root of all of this is that these people can’t seem to grasp or get it through their thick skulls that as freelancers they are in business for themselves.

And business owners decide how things work in their relationships with clients. Business owners choose who they work with and who they don’t. Business owners determine what they are paid, when they are paid and how they are paid.

Business owners can either run their business like a business, or they can be morons. The choice is theirs.

What contributes to this mindset of idiocy and victimhood is the word “freelancer.” That word needs to be abolished.

In society at large, people don’t understand that freelancer is merely another word for business owner.

It doesn’t matter if you have a day job and do a little work on the side. When you are doing that side work, you are being in business for yourself and wearing the hat of business owner. There is no in-between classification. It’s either/or. One or the other. That’s it.

So when you’re working your day job, you’re wearing your employee hat and all the rules, laws and taxes that apply to employment are in play.

And when you work for yourself and hire yourself out to people, you are wearing the hat of business owner. Doesn’t matter if it’s part-time, full-time or just a little here and there; doesn’t matter if you use the term freelancer, independent contractor, self-employed or whatever—these are all terms for the same thing: BUSINESS OPERATOR.

The sooner you get that through your head, the better off you will be because THEN you can start running your business like a business the way you should be.

Let Me Demonstrate

There are some common themes running through all of these stories. Here’s an example from the most recent victim article. This “freelancer” says:

“In 2015, I agreed to do some editorial work for a client. The agreement was verbal and, because I trusted her to some extent, we did not have a contract. Shortly after I completed the agreed-upon work, she slightly altered the work I produced, claimed everything as her own intellectual property, and failed to pay the $500 she owes me.”

Her first mistake was not formalizing the agreement in writing with a proper business contract. Whose mistake is that? It’s not the client’s job to do that, it’s hers. And she made the choice not to use one.

While a verbal agreement is still a legally binding agreement, it does make it more difficult should you have to take things to court. So, when you are a freelancer, you are in business, and that means conducting business properly and using proper legal business contracts — upfront, every time, with every client, no ifs ands or buts.

The other problem here is that this freelancer’s client seems to assume that their business arrangement was a work-for-hire one.

This is another reason you always, always use a proper business contract. It’s why I always rail against work-for-hire agreements as well, which is different from a business contract.

When you blindly and ignorantly enter into a work-for-hire agreement you can be giving away all your intellectual property, which you may or may not have bargained for.

The work you do and the ownership of a creative work are two separate legal values. This is why they are stipulated and charged for separately. And ownership of a work cannot be given away without express legal written permission.

If you don’t know what you are doing, are using the wrong kind of contract, or haven’t had an attorney draft or approve your business contacts, you could be signing away all rights to the creative works and proprietary intellectual property that you created!

Because of these critical distinctions in the law, it’s imperative as a business owner for you to get yourself some basic intellectual property education.

For example, let’s say as a business, I have a client with a particular need. I end up developing a tool for that need that ends up being useful for any number of my current and future clients. I realize that I could license use of this tool to others and add a lucrative additional revenue stream for myself, and decide to put it out to market.

However, if I entered into a work-for-hire agreement with a client, that tool could actually be owned by them automatically. Meaning, they could be free to sell it or do anything they want with it, including telling you that you may not sell it or use it with anyone else, and that it belongs to them because you were in a work-for-hire agreement and anything you create in the course of working with them belongs to them.

How would that sit with you?

As a business, I am damn sure not going to hand over ownership of my creative works, inventions and intellectual property or proprietary processes lock, stock and barrel. That would mean I couldn’t continue to profit from them, use them with others, or in any other way adapt them for other uses.

Even if I was a mind to do that, I wouldn’t be giving away that ownership for free. Oh, hell no!

But there would be nothing you could do because you were the fool who entered into a work-for-hire agreement instead of a proper business contract and didn’t set the terms properly.

This is why it’s so important to NEVER blindly enter into any blanket work-for-hire agreement, or ANY kind of work-for-hire agreement in my opinion, and to use proper business-to-business legal contracts that contain the proper languaging and terms when it comes defining the relationship and who owns intellectual property.

Here’s another excerpt:

“Although $500 may not sound like much, I’ve put together many small deals for less than a thousand dollars. If all my clients were to behave this way, my life would be a constant nightmare of living in fear of being shortchanged. Though it may seem disadvantageous to go through the stress of chasing down a couple hundred dollars, that couple hundred dollars could cover my electricity bill, or even groceries for a couple weeks.”

Wahwahwah. Then don’t do things that way. You act like you were prevented from doing things any other way.

Wrong. You made a choice.

On top of running your business like a business and using proper business contracts, upfront, every time, as a business you also have the CHOICE about who you work with.

Vet your clients properly. Put them through a consultation process so you have at least some idea of who you are doing business with and what they may or may not be like. You get to screen and prequalify clients as a business owner.

A proper consultation can help alert you to red flags that indicate someone may not be worth working with.

Stop rushing or bypassing these vital and important business protocols which also, by the way, help clients understand the CORRECT nature of the relationship and give it proper professional respect. These steps play a big role in setting the stage to make sure you get paid, in full and on time, every time. HUGE!

Likewise, who says you have to wait until work is done to be paid? You can charge the full fee upfront if that’s what you want to do. It’s a perfectly usual, legal, established standard business practice and option.

You can also split a project into phases with the payment for each phase due upfront before beginning work on any next phase. Or, you can charge a deposit or a percentage upfront.

Mitigate your losses if you are taking a chance on a client you don’t know and have never worked with before by getting some kind of payment upfront. Likewise, they’re going to take the business more seriously when they have skin in the game.

There Don’t Need to Be Any New Laws

There are already laws on the books to protect you in these matters and you’ve always had the choice to avail yourself of those recourses.

The problem is being a business moron and not conducting business according to how business is conducted.

It’s that YOU don’t understand that as a freelancer you are a business, and that YOU define these things in your contract that you should have been requiring clients to sign upfront.

You’re not a temp, you’re not a “contract worker.” (Tip: A contract worker is an employee, not an independent self-employed business owner.)

Stop letting clients tell you how things work in your business.

And stop accepting “positions” with companies that should be paying you like an employee but instead are stealing from you by illegally classifying you as an independent contractor. (Hint: Business owners don’t work in positions; that’s an EMPLOYEE.)

If that’s what they are doing, turn their asses in to the IRS and your state Department of Revenue and Employment Security Department.

Because if you really are an employee (which is determined according to the federal laws that define these two distinctions and which employers don’t get to just decide arbitrarily), then they are stealing from you your rightful wages and employer-paid share of taxes and benefits.

By not understanding these distinctions, by not educating yourself, by willfully disregarding these things, YOU are equally guilty of perpetuating the problem of deadbeat clients.

Stop being a bunch of wishy-washy, crybaby pushovers who whine about being victimized all the time. You have the power and the choice to do things differently!

Sure deadbeat clients are shitty people; there’s a special place in hell for them. But guess what? You allowed them to treat you that way by all the choices you made.

No one can take advantage of you without your permission. Stop acting like a victim and like you had nothing to do with it, and start running your business like a business.

Take responsibility for the choices YOU made to not run your business like a business, rushing processes, not conducting proper consultations and due diligence, choosing crappy clients, not using contracts, and not getting at least some money upfront. It’s really simple.

Until you take responsibility for that, nothing in your business and life will change.

And listen, I don’t mean to be picking on anyone personally.

It’s one thing to be new in business and learning the ropes and making newbie mistakes. There’s a learning curve. We’ve ALL been there.

Beyond that, though, there is just too much information out there any direction you look to remain ignorant long. These aren’t people who are new making these dumb choices; these are people who knew better and what they should have done and chose not to do it.

I’m equally annoyed with organizations like Freelancers Union that don’t do their job as a professional organization which should be to properly educate their members and the marketplace, so the stupidity continues.

Because 99% of these problems wouldn’t exist if these people understood how business works, how it is properly conducted between two businesses, and that as freelancers they are business owners (not “contract workers” or employees).

I’m sick to death of all these whiny articles collectively because they don’t empower anyone, they just keep them acting like victims who blame others for their problems and many of whom are going to keep doing the same bone-headed things over and over.

Want More Dissections?

Here’s another example:

“Because I knew and trust my contact in NYC, I went ahead and started work without a contract, though I did send my salary requirements and scope of work via email for their records. I was told the contract was in the works.”

Same ol’ song and dance. You don’t do business without a contract and you don’t start work until that contract is signed and everything is agreed upon.

The other problem here is this freelancer uses the phrase “salary requirements.” Um, business owners – which again, is what freelancers are — are not paid a salary. EMPLOYEES are paid a salary. Someone who is in business for themselves charges a fee or rate and tells the client what, how and when they are required to pay, not the other way around.

And another:

“I proceeded to organize vendors, source supplies, find caterers, etc. There was some drama around whether to have the launch party in the office or at a venue nearby. They changed their minds about 6 or 7 times. The indecisiveness was alarming, but I rolled with it and did my work. The entire time I kept asking for the contract.”

You should haven’t kept asking. You should have stopped working and told them that the contract was required before any work was to begin or continue. Period.

This also hints that there was either no consultation conducted or it was a sloppy, not very thorough one. Otherwise, you could have established all the specifications about how the work and decisions were going to be made, who the ONE contact person was that you would be dealing with, etc., and avoided all their internal drama. There is no reason you needed to be part of that.

Moreover:

“Finally, the week of September 21, the majority of the folks from Europe came to town. I had a few meetings and eventually received the contract. The rate was correct, but the terms and conditions were way out of line. I wasn’t about to agree to a six-month non-compete and 90-day payment terms. It just didn’t make sense for the scope of my work! So I redlined the contract and sent it back.”

So let me get this straight, you let them write your contract for you? Ridiculous!

You’re the business owner; your contract is YOUR job. You don’t abdicate that responsibility to clients. Your business requires YOU to set the terms. Clients have only to agree and sign or suggest changes. Or you don’t do business together, simple as that.

Instead, you let the client treat you as if they were your employer and it was their role to call the shots here. WRONG. And stupid. NOTHING should have moved forward until the terms were finalized and YOUR contract signed by the client.

And:

“At this point, I was told that I was only hired for the month of September and not October. They hired an office manager and I was to give her a download on everything I had set up, which I did without complaint. I was now a week out of the job and still hadn’t received payment. When I followed up, I was told there was an issue with my invoice and that the company wanted a work log. I had never been asked to submit my hourly tasks and my rate was a day rate. Furthermore, I had clearly stated overtime fee after an 8-hour day.”

This person clearly doesn’t understand that she is not an employee. She uses employment terminology, lets the client operate as if they were her employer and isn’t understanding how she herself is allowing the lines of employment and business to be blurred.

You aren’t “hired” by clients, you are “engaged” by them. And you don’t get “overtime” as a business owner. Overtime is something employees are entitled to, not business owners.

Instead, business owners stipulate IN THE TERMS OF THEIR BUSINESS CONTRACT BETWEEN THEMSELVES AND THE CLIENT when late, rush or after-hours fees and charges will be incurred.

If you don’t want to be in business for yourself, and you are working with a client as if you are an employee, then you ARE an employee, and they legally need to be putting you on payroll and adhering to employment laws.

On the other hand, if you do want to be in business (which you are, automatically, if you work for yourself at any time), then you have to run your business like a business. There just isn’t any way around this.

But here again, this is yet another freelancer who doesn’t understand that they are a business owner and is letting a client operate with the mentality that they are some kind of employer and dictating things to her, which they have absolutely no legal right to do. She abdicated her own business responsibilities and now that she’s having problems with them is her own damn fault.

I know YOU are going to be smarter in your business, right?

PS: If you want to save yourself these problems and learn how to conduct business properly, be sure to also read my article How to Avoid Getting Stiffed on Payment

Rushing the Process Is a Recipe for Failure

Rushing the Process Is a Recipe for Failure

I have no clue why this article on Target Canada’s last days piqued my interest, but it is an interesting read.

Who knew that a company as big, established and successful as Target could do anything but succeed. And yet, fail it did — big time — for the dumbest and most avoidable of reasons: rushing the process.

One thing that is underscored for me, as any of my clients would tell you, I’m a stickler for detail, for doing things the right way, for dotting i’s and crossing t’s. Because it matters, even if the correlations and implications aren’t readily apparent.

My motto is “If it’s worth doing, it’s worth doing well.” It’s a discipline that serves well in every situation.

Sloppiness, laziness and inattention cost you, somewhere, somehow, at some point down the line. It’s what leads to cutting corners, shoddy work and service, and taking shortcuts with standards, values, integrity and ethics.

It’s fascinating to me that someone has to pointedly tell this generation that accuracy is important:

Excerpt: There was never any talk about accuracy.

Of course it’s important! Why would you enter any old thing; someone is paying you to NOT do a job right?

If it weren’t important, you wouldn’t need to be doing the work in the first place. Someone needs to tell you that?

By the same token, the leaders did not provide the time or environment that would allow those they hired to be accurate.

Rush work is always sloppy work. And part of doing things well, of creating the environment that allows you to do your best work for clients, is building in proper lead time so you have the breathing room to be thorough and accurate, to think critically and creatively, and not be rushed, stressed and sweated.

It’s what facilitates strong foundations and proper infrastructure. You set it as a standard in your practice, institute policies and protocols for work and communication accordingly, and then educate and inform your clients about how things work in your practice (thereby setting and managing expectations for a successful relationship).

It’s a standard I have for my life and the work I do, and a model I hope to help clients achieve in their life and business as well.

I have a very relaxed pace in my business. It can definitely get fast-moving at moments, but not in a stressed or rushed kind of way. Clients don’t sweat me, they don’t rush me, they don’t try to tell me how things work in my business. And that’s because I don’t allow it.

Power Productivity & Biz Management for HOW I do that, what standards, policies, protocols and expectations I set up that allow me to do great work is what I share in my Power Productivity & Biz Management guide for those in the administrative support business.

If you are someone who is struggling with being rushed all the time, has clients frequently telling you how things work in your business, who feels the pinch and stress of responding to everyone’s requests, demands and inquiries instantly and finds yourself making regrettable, avoidable mistakes because you’re allowing external forces set the pace in your business, be sure and check it out.

My guide will help you avoid burnout and overwhelm by instilling policies and practices that give you plenty of breathing room so you can do your best work for clients while working at a humane and humanly sustainable pace with lots of time leftover for your life. Instituting these steps and measures will ensure you love your business, clients and work for years to come!

Is There Room for LIFE in Your Business?

Is There Room for LIFE in Your Business?

Came across this article about how Sweden shortened their workday to six hours.

Hear, hear!

Germany is similar, with basically a 7-hour workday.

All of Europe really has a much more humanistic approach when it comes to work.

Many businesses are closed on Sundays. Many will close for several weeks during the holiday season. And they take longer lunches with time to actually eat slowly, enjoy their meal, and recharge.

The U.S. has a lot to learn from them because for all the time off people have over there, they are more productive, healthy and well-adjusted.

In my business, there are naturally some days here and there where I am nose-to-grindstone all day doing client work. And I enjoy those occasional balls-to-wall challenges.

But those are the exception, not the rule.

It wouldn’t be humanly sustainable for very long otherwise, and the service and quality of my work to clients would suffer as a result.

That’s why, in my business, I generally have a four to five hour workday.

It’s like that for several reasons.

First, I don’t operate an “assistant” business model. That means I don’t work with clients like a day-to-day assistant (like in the employment world).

I don’t take on work that inherently requires me to be chained to my computer all day, every day, or that can only be done within certain client-imposed hours.

And I don’t provide instant/same-day turn-around on client work requests. I only take on work that can be scheduled within my work management system.

If it’s work that can’t be done within a three-day window, then it’s not work I take on, and the client has to either do it themselves or plan ahead better and provide more lead time in the future.

That’s because it’s a standard in my life to operate my business around my life, not the other way around.

I firmly believe that your business should support your life, not suck the life from you.

And it’s important to me that my work and business be structured in a way that gives me plenty of breathing room so I can do great work and take fantastic care of clients while also having time and space to take care of me.

(Remember, ultimately, taking care of you is taking care of clients. Someone who is overworked, stressed and unhappy is no good to anyone.)

It’s also why I don’t do what I call “wipe your ass” work such as making appointments, answering phones or managing anyone’s day-to-day calendar or inbox.

Never have and never will and my business and income haven’t suffered one bit (in fact, I make more money and command higher fees because of it).

That kind of work is what “assistants” do, and as an Administrative Consultant, I’m not an assistant. Clients need to manage their own calendars, inboxes and personal appointments.

When you take on that kind of work (answering phones, managing client calendars and inboxes), you put yourself into on-demand/same-day timing because that’s what so much of that work entails. When you do that, you end up creating a business that has you working like an employee and requires you be attached at the hip to your computer and email every single day.

Leaving you very little of the freedom and flexibility you went into business to have.

Don’t buy into the BS that you have to be anyone’s personal assistant to also provide admin support and be of value. They aren’t the same thing and are not inextricably entwined.

Those people who think that have only ever known how to work with clients like an employee and don’t know how to think more entrepreneurially about themselves and how they offer their service.

The more you know your target market and their business/profession, the better you can identify and focus on the more important and actual administrative work that moves their business forward, helps them accomplish their goals, and creates real, tangible results.

Beyond that, I let clients do their own ass-wiping. 😉

If they need someone to work like an employee/assistant to them each and every day, then that’s who they need to hire, not me. Those aren’t the clients I work with.

Because I’m not in the assistant business. I’m in the administrative support business. Two completely different things. 😉

Power Productivity & Biz Management for Administrative Consultants (GDE-41)If you’d like to finetune your own administrative support business and work with clients in a way that gives you more freedom and flexibility in your life—which, I might add, also allows you to be more productive and take far better care of them in the process—I share my exact business model and management systems and how to implement them in my guide, Power Productivity & Business Management for Administrative Consultants (GDE-41). Check it out.

Setting Policies for Great Communication with Clients and Prospects

Setting Policies for Great Communication with Clients and Prospects

It’s true to a certain extent: you may lose some prospects by not getting back to them right away. At the same time, you’d never get any work done if you answered every call the second the phone rang. It can be crazy-making to even try.

As with most things, instituting smart policies and procedures in your business will help you improve your response times and communications. and by informing prospective clients and site visitors upfront so they know what to expect and asking for their understanding, they are going to be more inclined to be patient.

So, here are a few tips for doing just that:

  1. Establish communication policies. Set a standard for responding to inquiries (e.g., “within 24-48 hours”). Decide which inquiries get priority attention (e.g., clients or prospective clients).
  2. Post your office hours and response protocols. Tell folks, on your website and in your voicemails, what days and times your office is “open” and how soon they may expect your return email or call.
  3. Require clients to follow certain procedures. While it might seem like letting clients call you for anything and everything at any time is great service, doing so will actually create conditions in your business that lead to poor performance and reduced quality of service. To be successful, you need to have some boundaries in place that that let you manage work and communications well in your business. Don’t be afraid to tell clients how work requests must be submitted (e.g., you might require that they be submitted by email only) or that phone calls/meeting are done only by appointment.
  4. Get a receptionist. If you worry that a happy, informative Voicemail message isn’t enough, but still need uninterrupted concentration time to get work done, hire an answering service.
  5. Map out a process for qualifying inquiries. There are lots of ways your website can do this work for you so you can reduce the time you spend on unnecessary calls and emails. You can design your website so that visitors are guided toward one action (e.g., submitting a form to schedule a consultation). If you prefer one method of contact over another, emphasize that method and make it the most visible and prominent. Another way to pre-qualify clients is to have them complete an online form that will help you determine if someone meets your minimum criteria for an ideal client and what your next steps should be with that person. In your Voicemail message, ask callers to be sure and visit your website (if they haven’t yet) and give them the url.

Remember, in order to give great service you have to set foundations (policies, standards, protocols, workflows) in your business that enable you to do that consistently and sustainably.

(Originally published August 2, 2010.)

Dear Danielle: Client Thinks He Shouldn’t Be Billed for Time on the Phone

Dear Danielle: Client Thinks He Shouldn’t Be Billed for Time on the Phone

Dear Danielle:

Do you bill your clients for time that you speak with them on the phone? I have a client who wants to have phone meetings twice a week. A phone meeting with him can run from 15 minutes to an hour. Yet, he feels that I should not bill for that time. Instead, I should only bill for the time that I am “actually doing work.” (His words…not mine.) —Anonymous by request

Warning, this may be a little ranty, lol

And just to be clear, it’s no way directed toward the person asking the question. I give them all the props in the world for having the courage to ask. That’s how we get help, by asking.

What gets my dander up is more about the ridiculous, ignorant information that continues to be spouted out by business morons that create this kind of thinking in clients and colleagues in the first place.

The idea that in this day and age people in our industry are still asking questions like this as if they need permission from anybody about what they’re allowed to do in their business tells me there’s still an insane amount of employee-mindset going on.

NEWSFLASH: Talking with clients IS part of the work.

When you talk with clients on the phone, that’s part of the service you’re providing to them. And you’re in business to be PAID for the service you provide.

You are expending business resources (your time) and that time comes at a cost to your business.

You are being a brainstorming partner and sounding board. You’re also presumably offering your own input, ideas, opinions, feedback and expertise in those conversations, which are aspects of the service and value your client is benefiting from.

So, um, yeah, you should be charging for that. And it’s not up to ANY client to dictate what you do or don’t charge for or how you charge. If he doesn’t want to pay for it, then he shouldn’t be given it. And if he doesn’t like that, he can go somewhere else.

Now, all that said, this question points out a few things that are going on in this person’s business that need to be addressed.

  1. This client sounds like he thinks you’re some kind of employee. That means YOU haven’t done a proper job of educating him before ever working together about the fact that you are an independent professional—ahem, a BUSINESS—providing a service and expertise, no different than if he were to hire an attorney or an accountant or a coach, etc. You have GOT to set your prospects and clients STRAIGHT about this right from the get-go (which means you have to get this straight first yourself). You are not an employee. Period. End of story. That’s not how business works. There is no such thing as a 1099 employee. When clients are operating under no delusions about this, they approach the relationship with a more appropriate professional demeanor and respect, and they expect to pay for services they are provided.
  2. You haven’t defined your policies and procedures and your boundaries and parameters thoroughly. This is really business planning 101, which makes me wonder if you’ve done any of that. If you haven’t, go back now and do that. It’s important if you want happy clients and a happy, profitable and long-lived business! How you bill; what you bill for; what is included in the service and what is not; how many phone calls a client is allowed each week; what time limit they get per call; whether or not phone calls are by appointment only and need to be scheduled or not; how regular communication is to be conducted (e.g., email only)… these are just some of the things you need to clarify in your business. And then put all that information in a Client Guide to be given to every new client at the start of the relationship. (By the way: Set-01 The Administrative Consultant Business Set-Up Success Kit in the ACA Success Store includes a New Client Welcome Kit guide and Client Guide template to help you get this sorted in your business.)
  3. The fact that this client is complaining about being charged for phone calls now tells me you did not properly inform him upfront, before working together, how things work in your business. Of course, when you haven’t set your policies and procedures in the first place, how can you inform them upfront, right? Which is why you have to get clear about them first (see #2). You want to eliminate any misunderstandings and surprises as much as possible because those all too frequently become relationship killers.

And while it’s not any client’s business to tell you how to run yours, this does point to several of the reasons I don’t advocate selling hours as a billing methodology:

  1. It puts your interests at odds with each other. You only make more money the more hours you charge, and clients don’t like what they view as being nickeled and dimed.
  2. If you work fast, you are penalized financially while clients are getting the value and benefit of that speed without paying for it.
  3. Everything becomes a transaction which becomes the focus instead of the results, goals and objectives that together you wish to achieve.

Learning how to price, package your support, and talk about fees with clients is an area of business education in and of itself—part art, part science. There is a way to make sure you are paid for the time and value of the service you provide to clients without using time as the measurement and without clients feeling like they are being nickeled and dimed.

I teach a methodology called Value-Based Pricing that unties your earning ability from the hands of the ticking clock, and brings you and the client’s interests back into alignment so you can begin working more truly together with the same goals, intentions and motivations.

The fantastic byproduct of this methodology is that clients never again complain about being charged for this or that because it’s all part of the package.

You can learn more about all that and get my Value-Based Pricing and Packaging self-study guide here >>. (Be sure and watch the video!)

If you have any questions about any of this, please post in the comments and I’m happy to keep the conversation going there.

Hope this helps! (And if you have your own question on a different topic for me, please feel free to submit it here.)

How Do I Deal with a Client Who Constantly Misses Appointments?

How Do I Deal with a Client Who Constantly Misses Appointments?

A good question came up on one of the LinkedIn groups I belong to about a topic that is a frequent source of vexation for people in our industry:

“I have a client that is continuously scheduling my time and then when it’s time to “meet” she is otherwise engaged with family, etc. I understand “things come up,” however this is becoming a pattern. She is not very versed in the world of business and I’m not into giving my time away. This has happened three times now. I plan to begin billing for this time moving forward and want to put a policy in place. Thank you in advance for any guidance or words of wisdom you can share with me!!”

This falls under the category of “we teach our clients how to treat us.”

If a client normally respects your time and keeps their appointments with you, it’s easy to be understanding when life gets in the way and they are unable to give you sufficient notice when they need to cancel or reschedule a meeting with you.

However, once you recognize a pattern, and it’s causing you wasted time, irritation and resentment, that’s when you need to nip things in the bud.

Here are a few ways to help prevent this problem in the first place, as well as what to do when it does occur:

  1. Work with ideal clients. It’s fine to add a policy for the sake of clear understanding and communication (and you would not legally be able to impose fees if that language isn’t in your contract), but there’s something else to consider here: why would you want to work with the kind of clients who would only respect your time under threat of penalty? And what if the added charges don’t deter or change the behavior? You’d still have a PIA (pain-in-the-ass) client causing problems and negative energy in your practice. Examine whether that client is really worth continuing to work with.
  2. Run your business like a business. That means having a professional web presence, proper email and signature lines, formal business policies, documents and procedures, etc. The more you present yourself as a business, the more clients will respect it (and you) as such.
  3. Always have clients sign a contract. A contract isn’t just for legal purposes. It’s also to help clients take you and your business seriously, to view your business as a business. People who see you as a professional are more likely to respect your time.
  4. Include a section in both your contract and your New Client Guide that talks about the importance to the relationship of respecting each other’s time, what your expectations are of them (and that you will extend the same to them) and what the policies are around canceling and missed appointments. For example, how much notice do you ask clients provide if they need to cancel an appointment (this is common courtesy and respect)? Do you charge for missed appointments, and if so, how much? How long will you wait for a late-arriving client before you will no longer meet with them for that day? By informing them upfront what your policy is on this, you are indicating the value and respect you place on your time (as well as that of your other clients and priorities). Personally, I wait no more than 10 or 15 minutes; after that, they will need to reschedule their appointment for the following week. So, this is the other thing that contracts are for: formalizing what your expectations are for each other and the relationship and informing clients how things work in your business.
  5. Don’t be so quick to always instantly respond to clients. I know this sounds counter-intuitive because you want clients to feel you are responsive, but there is such a thing as being a too-eager beaver. When that’s the impression clients have, they think you have nothing better to do than sit there waiting for them to tell you to “jump.” You undermine your own authority in that way. Establish a communication standard in your business of 24-48 hours turn-around time in your replies, whether you have other clients or not. This helps set proper business expectations and clients will respect your time more appropriately.
  6. Don’t let clients slide. As soon as you realize you’ve clearly got a client who has no regard for you or your time, you’ve got to have a conversation about what is going on. Be prepared to fire any client who continues to abuse your time after this conversation. Because by letting them continue to do so, you are teaching them that your word, your time and your value mean nothing and they are free to do as they please and you’re just going to keep taking it. If you don’t respect your boundaries, clients won’t either.
  7. Re-examine your business, your standards, and who you are choosing as clients. If you have clients who continuously abuse your time there are two things going on: a) you are not working with ideal clients (and starting an Ideal Client Profile list is going to help you tremendously), and b) there are areas in your business, how you are presenting it and how you are working with clients that is contributing to this problem. This presents you with a good opportunity to improve your business, who you accept onto your client roster, how you might better communicate your needs and expectations of clients, and how to identify and get better, more ideal clients. Because if you are working with clients too informally, too loosey-goosey, and not being selective about who gets a place on your roster, those are definitely underlying root causes.

How to Leave a Bad Client Relationship When You’re Stuck Between a Rock and a Hard Place

How to Leave a Bad Client Relationship When You’re Stuck Between a Rock and a Hard Place

This post was inspired by some recent correspondence with a colleague who shared that she was mired in an unhappy relationship with a client who is far from ideal.

She dreads hearing from this client and rushes through this client’s work to get it over with as quickly as possible.

Unfortunately, she stated, she can’t afford to let this client go as it is her only source of income at the moment.

What I told her was that she couldn’t afford to NOT get out of this relationship… quick. It’s keeping her stuck and zapping her energy and morale.

What’s also important here, but not commonly talked about, is that we all have a moral duty to work with ideal clients and let go of the unideal ones.

We are not walking in integrity taking money from people we don’t care for and, thus, for whom we are not doing our best work. You’re not serving their best interests, and it’s not fair to them to keep them on.

Staying in a bad relationship also steals your life from you.

It keeps you from moving forward and opening space for the better and more ideal.

You are holding yourself hostage by letting fear rule your decisions.

I totally understand practicalities, though.

If you feel you are stuck between a rock and hard place financially, here’s what you can do strategically if you don’t feel at choice (yet) to let go of a client you are not happy working with any longer:

  1. First, take a moment to be in gratitude. Thank the universe for providing this client to you and for all the business lessons and experience you gained. You can still be grateful even while you recognize you have outgrown the relationship and that it’s time to move on.
  2. For the moment, keep doing what you’re doing with that client. Gradually, when and where you can, make changes that are more to your liking. They don’t have to be drastic. Sometimes, it’s the smallest tweaks that can have the biggest, most positive impact. And with each small success with these changes, you will feel empowered and gain courage. Always announce these changes (without asking for permission) and put them in the most positive, client-focused terms as possible. For example, “In order to better serve my clients, I am now…” “I’m doing this so that you can experience better…” Anything that improves your life and business is always in the best interests of your clients, but you don’t want to explain things from that perspective. You always want to relate that information in terms of how it better serves them, not you. Understand?
  3. Simultaneously, work your BUTT off to get new and better clients, taking them on under all your improved and heightened standards, policies, procedures and pricing, and doing everything in the way you wish you would have with that client who is no longer a fit.
  4. Once you’ve got yourself in a better position financially, you can give that unideal client an opportunity to adapt to how you are doing things now in your business. Write a formal message letting them know that you are making changes to how you are doing business and working with clients, and outline what those changes are. If the client isn’t willing to accept those changes, you can very genuinely thank them for your time together, wish them well and let them go, happier trails to everyone.
  5. Finally, be cognizant of the ways you contributed to the unhappy relationship. Many people fail to realize that bad clients are often created by a) not being discerning and choosing clients carefully in the first place, and b) spoiling them with unsustainable practices. They promise these clients the moon, work with them in ways they can’t possibly keep up with once they have more than one client and don’t set boundaries and parameters for clients to observe. In recognizing these problem areas, you can improve and avoid them in your future relationships. That’s called growing and maturing as a business owner and service provider.

Have you found yourself in an unideal situation with a client, but don’t feel free to change things or move on due to financial constraints? Please do share your story in the comments below as it is very helpful to others in the same boat. They find validation that they are not the only one going through this. And I would love to know, as well, if this information has helped you get unstuck.

Dear Danielle: This Charity Is Offering a Low Hourly Rate. Do I Walk Away?

Dear Danielle: This Charity Is Offering a Low Hourly Rate. Do I Walk Away?

Dear Danielle:

I have recently been approached by a local charity that wishes me to work for them for a number of hours per week, but they cannot get away from the number of hours and are offering a very low hourly rate on the grounds that they are a charity and don’t have budget for more. No matter what I do or say they are stuck on hours/hourly rate. Should I walk away? Normally I would, but because it’s a charity I want to work with, it feels different. —Name Withheld by Request

I’m going to give you some straight talking tough love today, okay? :)

Do you want a business or do you want a hobby/charity?

If it’s a business you want, then you’ve got to stop wasting your time.

Not all business is good business—or business at all.

You, your family and the ones you love are your “charity.” They deserve for you to be smart in business—which includes being paid properly for your time, energy and expertise.

And by “properly” I mean at whatever business rate you (not clients) determine is profitable.

People in our industry have got to get off of this bleeding heart kick. It’s one thing to be charitable when you are doing well financially and can afford to give back. But most people in our industry are barely scraping by in their businesses themselves.

(And it’s not because they can’t do better; it’s just that they aren’t taking the time or making the investment to learn what it takes to be a financially viable, solvent, sustainable and humanly manageable business operation).

You’ve got to have a pot to pee in yourself before you can start sharing the wealth, know what I mean?

If you want a real business making real money, you need to start talking to real prospects.

Anyone who can’t pay your fees is not a prospect. Period.

First of all, clients don’t dictate or “offer” you anything. YOU set your fees. They have only to accept them or stop wasting your time.

Second, the reason they can’t get off the hours/hourly rate is because you don’t know how to reframe that conversation and what to talk about instead. And that simply takes investing in the proper learning in how to do that.

You’re trying to talk yourself into accepting this and I’m not going to help you. You’ve come to the wrong place for that. 😉

Here’s what you need to do next to start talking to real prospects:

  1. Stop calling yourself an assistant. You’re running a business now and when you are a business owner, for both legal and practical reasons, you are not anyone’s assistant. Calling yourself an “assistant” is the very first reason that people are approaching you in a non business-like manner and think it’s their place to “offer” you “positions” and “low hourly rates.” That’s because “assistant” is a term of employment, not business, and people only understand the word “assistant” one way: employee. When you call yourself an assistant, you predispose people to balk at your fees because they are expecting to pay employee wages, not professional business fees. You see? You are creating the wrong expectations and understanding in clients right from the start.
  2. Download my free Income & Pricing Calculator so you can get clear and conscious about what you really need to be charging for your business to be sustainable and profitable.
  3. Get a target market. You need a direction for your efforts and to improve your offers. That only comes by focusing on a very specific industry/field/profession and catering your support to that market.
  4. Fix your website so there is an actual prequalifying, conversion process in place. This will help ensure you talk to real prospects who are more likely to be ideal client candidates.
  5. Learn how to conduct a proper consultation. My consultation process shows you what to do before you ever speak to anyone, what to ask and talk about during the conversation, and exactly how to follow-up after, as well as how to prequalify prospects so you can weed out the poor broke duds who waste your time, and filter in the ideal client candidates worthy of your time and attention.
  6. Separate business and charity. Don’t get me wrong. There’s nothing wrong with helping those you think are doing good work in the world. Just don’t mix your charity work up with your business. Instead of taking on a discount client indefinitely (which impacts not only your profitability and administration, but your other clients who are paying full fee for your quality time and attention), volunteer some hours here and there as you see fit when you have them to spare. And by the way, the more financially successful you are in your business, the longer you’ll actually be around in business and the more time and money you will have to give and help others outside your business. But if you make people who can’t pay your proper fees your clients, your business won’t be around long enough to do anything for anyone. You giving yourself away to those who can’t afford you doesn’t serve anyone.
  7. Alternatively, if you insist on putting yourself on sale, at least do it in a way that will actually benefit your business. Charge them full rate with your normal invoice, and once they pay, you can turn around and write a check back to them for the discounted amount. That is the legal way to actually write that money off as a charitable donation. And in the process, that charity client never takes for granted what you really charge and the fact that they are getting a generous gift, not an entitlement to your time and service at a discount.
  8. Likewise, use your normal and customary contract and go through all your usual processes that you would with any other client. I would also advise that you set a time limit/end date for any discounted charity rate at which time it would go back up to your full fee.

Is It Time to Start Earning More in Your Business?

3dcoverweb

Do you hate tracking and reporting time to clients? Would you be excited to know of an easier, more profitable way to charge that clients also love? If so, you’re not alone.

Tracking hours is a HUGE administrative burden that eats into your profitability and takes time away from life. And clients hate being nickeled and dimed on minutes and hours.

If you’ve been in business any amount of time, you have at least some idea of the problems with selling time instead of your solutions, results and expertise. What you may not realize is just how much billing by the hour is killing your business and keeping you from earning better.

  1. It focuses clients on hours and reporting. When clients think they’re buying hours, that’s what they zero in on to the exclusion of just about everything else that’s more important.
  2. It measures time instead of results. Is that really how you want clients judging the quality of your support, by how long things take instead of how you actually help them?
  3. The faster you work, the LESS you make. When you charge by the hour, you’re penalized financially for being better and faster at what you do. How much sense does that make?
  4. The better you are, the harder you must work to make the same amount of money. That’s because the more you can do in an hour, the more you have to fill up that hour.
  5. And how do you track time for all those intangible, incidental things you do for clients, like thinking, reading and replying to emails and making calls? Are you really going to stop and punch the clock every second you lift a finger? How practical is that? And what happens when you forget?
  6. It puts you and the client’s interests and motivations at odds with each other. When you charge by the hour, clients want things to take the least amount of time possible, and you only make more money the longer things take. Instead of being focused on the goals and objectives the work is in support of, you end up playing a tug-of-war with hours.
  7. Most importantly, billing by the hour is keeping you BROKE! You automatically limit your earning potential when you tie it to how many hours you have to sell.

Your time is the least valuable thing you have to offer clients. It’s your skill, knowledge and expertise that make things happen and help them move forward in their businesses.

And be honest, aren’t you sick and tired of tracking and reporting time to clients like you were some little employee?

You’re in business to help clients, right? Well, how helpful is it to them when you have to stop work right in the middle of things because they’ve run out of hours?

Wouldn’t you rather offer your support in a way that allows you to get things done and serve clients better without discounting your fees or having your hands tied by a ticking clock?

The trick is to price the solution, NOT the hours. You want for both you and the client to be in alignment of interests and motivations. So the question becomes, how do you do that? How do you price the solution, how do you set parameters, when time is not the unit of measurement?

This is EXACTLY what I show you how to do in my value-based pricing guide, How to Price and Package Your Support Based on Value and Expertise—NOT Selling Hours.

Charging by the hour is keeping you from earning AND serving clients better. If you struggle to earn well even though you have clients; if you feel like there’s no room for you to grow based on how you’re charging and doing things now; if potential clients balk when you tell them your hourly rate, I can show you how to change ALL of that in your business!

This self-study course shows you how to create a simpler, easier business to run, where your earning potential is hugely expanded because it’s not tied to how many hours you have to sell.

Clients find it much easier to say YES to working with you, and, best of all, you’ll be able to toss those time sheets out forever!

I’ve been studying value-based pricing for over 10 years now and use this methodology that I’ve uniquely adapted especially for the administrative support business in my own practice.

In this guide, I show you the exact methods I use to earn more in a month with just one of my retained clients than most people in our industry are making with 5 to 10 (or more!) clients. I have far more freedom and flexibility to live life. And clients LOVE this way of working together because it’s easier to pay, easier to work together, and they see results more quickly and clearly because we’re focused on the goals and objectives the work is in support of, not the time it takes.

If you, too, would like more life, more money and more freedom in your business while serving clients BETTER, click here for more product details.

25 Ways to Get More Ideal, Well-Paying Clients

baddog

One of the biggest complaints people voice in our industry (the administrative support business) are clients who are a pain in the ass, otherwise known as PIAs, or more gently, un-ideal clients.

Bad clients are also one of the biggest business killers.

One bad client (particularly in a new business) can suck up all your resources and destroy profit—and your morale—to the point of no return.

Despite your best efforts, it’s possible to end up with a rotten apple once in awhile.

Far more often, however, it is we who create the conditions that bring un-ideal clients into our lives in the first place.

You have far more control in this area than you may realize. So, here’s a list that will help you have more ideal, joy-to-work-with clients who help your business grow and thrive:

  1. Own your role. Bad clients don’t happen to you. You’re the one who took them on and continues to work with them. Acknowledge that so you can fix it and start doing things differently from this point forward.
  2. Trust your gut. If you have a bad feeling or see red flags, pay attention. Your instincts will never fail you.
  3. Treat and respect your business like a business. When you do, your prospects and clients will as well.
  4. Have self-respect. Don’t beg, bribe and prostrate yourself to get clients. The only clients who are attracted to desperate people are bad clients.
  5. Don’t be so instantly available. Have a process that prospects go through to become clients. It’s an indicator that you are a professional, successful business, and that is going to attract professional, successful prospects. Anyone who is in a rush and wants to sidestep your processes is never an ideal client, and a process helps screen those folks out. Better clients know and expect that there will a process and that it’s essential to getting the best help and making sure there’s a mutual fit.
  6. Never take on work or clients just for the money. This is where 90% of the problems start in the first place.
  7. Have standards. For example, choosing to work only with honest, ethical people is a standard. What others can you think of? Write them down and hang this list where you’ll see it every day.
  8. Set proper expectations. Remember, you’re not running a mass consumer, assembly-line business like McDonald’s. You’re running a professional service firm where there is a personal, ongoing relationship with each client. Sometimes clients can seem un-ideal because you haven’t properly managed their expectations. When you don’t thoroughly inform them about how things work in your business, they somehow think it’s their place to make up their own rules (wrong!). Similar to raising children, if we are too permissive, over-promise, or establish policies that we can’t humanly sustain on a consistent basis (such as 24-hour, on-demand, instant assistance), we can turn clients into spoiled brats who throw tantrums the second you don’t instantly jump at their request. Picture your business with a full roster of retained clients. What kind of turn-around and communication policies does that business need to take great care of all your clients, consistently and reliably, now and in the future, without burning you out in the process because you have no room to breathe or have a life? Set your policies accordingly.
  9. Set policies, procedures and protocols. These are relationship-preservers that bring order to your business, ensure it runs smoothly and gives you the space you need to take fantastic care of all your clients, evenly, consistently and reliably. Without this structure, clients can quickly turn into monsters we dread dealing with.
  10. Establish boundaries. Besides helping ensure your business runs smoothly so you can do great work for all your clients, your policies and protocols also establish boundaries. For example, having formal office hours between 9 am and 5 pm is a policy that also sets a boundary that tells clients you are running a professional business that opens and closes at certain hours, and they may not expect you to be working past those times. See? Boundary.
  11. Honor your standards, boundaries and protocols. Here again is where we’re often our own worst enemy. We go to the trouble of identifying our standards and boundaries, and then step over them or allow clients to. Stop that! These things are in place to ensure you have a happy business and happy clients. Ignore them at your peril.
  12. Know who your ideal client is. Start an Ideal Client Profile. This is a list of all the traits, characteristics and demographics of the kind of person you really enjoy working with, who you work best with, and who benefits most from working with you. Keep adding to and refining this list throughout the life of your business. This formalizing exercise helps you get more clear, conscious and intentional about who you want to attract and focus on in your business.
  13. Start an UN-ideal Client Profile. Likewise, as you grow in your business, you are going to get more and more clear about who is not the right fit for you, with whom you don’t enjoy working. List these traits and red flags so that you can better recognize those folks when they appear on your doorstep—and quickly and politely send them away. Anytime you are tempted to step over your standards, pull this list out to remind yourself why that’s never a good idea.
  14. Work with business people rather those who are employees themselves. Business people get it. Non business people are more often going to be difficult to work with because they aren’t coming from a business context and don’t understand the proper business etiquette and rules of engagement.
  15. Have a target market. A target market is simply an industry/field/profession that you cater your administrative support to. Having one will make everything in your business easier. It will also help you get better, more ideal clients.
  16. Have a proper business website. Your website isn’t merely an online brochure. When you have a proper website that informs, educates and markets you like a business, it’s a powerful influence in the clients you attract and how those clients approach you in a proper business context. It helps set expectations and prequalify clients so you get more ideal business people contacting you. The image it presents, the message it conveys, and the process it takes them through set a precedent that is going to attract either ideal or un-ideal clients to you. If you want better clients, have a better website.
  17. Stop marketing yourself like a substitute employee. Face it, if people are approaching you like a potential employer instead of a client, it’s because you aren’t educating them properly. If you don’t want clients who want to pay peanuts and treat you like their substitute, beck-and-call, under-the-table employee they don’t pay taxes on, then you have to stop marketing yourself like one. Model your marketing message more like that of other independent professionals (attorneys, accountants and consultants are good examples). Just like you, these are people who have a specific expertise and solve specific problems. In our case, you want to position yourself as an administrative expert who can get results and help them accomplish their goals, not some order-taking worker bee. Why? Because people don’t see worker bees as experts. They see them as pawns. And experts aren’t pawns, they’re partners. The marketplace doesn’t expect to pay much for a pawn, but they DO expect to pay well for an expert who has valuable skill, expertise, insight and support to share with them. So reframe your marketing message to position yourself as their administrative expert (not their gopher), and you’ll get better, more well-paying clients.
  18. Have a consultation process. And I don’t mean some penny-ante 15-minute chat. That is NOT going to help you or the client whatsoever. I’m talking about a full and proper consultation process that begins before a prospect ever contacts you. Not only does this process help you prequalify prospective clients for mutual fit, it also helps them take your business more seriously.
  19. Always use a (proper) contract. A contract is a relationship-preserver as well in that it helps everyone remember and honor their agreements to each other. A contract helps clients respect you as a business, and a respectful client is an ideal client.
  20. Have a Client Guide. Formalize your policies, procedures and prototols into a written Client Guide that you give to all new and current clients. Part of setting and managing expectations is making sure you are informing clients about how things work in your business. None of us are mindreaders and neither are your clients. If you want your relationship with clients to go smoothly and ideally, you have to inform them of what that means, how things work in your business and what is expected of them (remember, it’s a two-way street; it’s not all about their needs).
  21. Conduct a New Client Orientation with new retained clients before you begin working together to go over and clarify the information in your Client Guide and answer any questions they may have. Do this with existing clients as well whenever your business undergoes significant changes. This further supports your efforts in educating clients about the nature of the relationship, setting and managing expectations, how things work in your business and what the standards, policies, protocols and procedures are for working together.
  22. Issue formal announcements to all your clients whenever there is a change in your business. Whenever you make changes or improvements to your business and how you do things, don’t mention these things in passing. Make it formal. Send out a formal business communication to your clients on company letterhead as well as any ezine and blog you publish. Here again, you’re reinforcing the business aspect of your relationship and treating the business like a business which then influences how clients treat you and respect the relationship.
  23. Raise your rates. When you’re cheap and there is no barrier to entry for working with you, you get cheap, un-ideal clients. It’s an immutable law of business that when you raise your rates, you get better, more ideal clients. It’s a way to sort the wheat from the chaff in prequalifying clients.
  24. Face difficult conversations. It will only be worse for both of you the longer you wait. However, the quicker you are to face difficult conversations, the more often those relationships can be turned around for the better. You can learn many new positive things and possibly keep a client .
  25. Let go of un-ideal clients quickly. They’ll keep you buried in the muck and you’ll never grow or move forward if you continue to work with them. Un-ideal clients are highly unprofitable to work with and suck up three times the space in your practice compared to ideal clients. They cost your business far more than you realize; you can’t afford the psychological toll they take. You have to let go of the bad and un-ideal to make room for the better and more ideal.
  26. Bonus Tip: Stop calling yourself an assistant. Who you attract is all about your marketing. And what is the essence of marketing? Words: the words you choose and the way you use them. Marketing is about educating, setting expectations and getting the right clients to see and understand you and the relationship the way you need them to. The words you choose to call yourself have a direct influence in that. The fact is, people only understand the word assistant one way: employee. So when you call yourself an assistant, you’re telling them you are some sort of employee. When they think you’re an employee, they want to treat you like one. And when you call yourself an assistant, causing their perception to be that you are some sort of substitute employee, you predispose them to balk at your fees because they expect to pay you no more than an employee. If you want more ideal clients, it’s not enough to change how you work with clients  and insist that you’re a business owner. You have to stop calling yourself a term that contradicts that message. When you do, you’ll get better, more well-paying clients.