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Tales from those on the front lines of dealing with clients. Tales of difficult clients, complex situations, relationship management - and how massive client management problems were solved, and what they learned. Largely those running agencies, but all across different professional services.
Episodes
Monday Jul 15, 2024
Monday Jul 15, 2024
Have you ever committed a white lie to save yourself? Well, Jason Roberts’ client horror story revolves around that, but they took lying to a whole new different level.
In today’s episode, we are joined by Jason Roberts, Peak Performance Coach and 9-Figure Entrepreneur, who will be sharing his worst nightmare to date. During his early entrepreneur years, he owned a mortgage company and one day came face to face with a paraplegic client looking to apply for a construction loan. He was a nice guy, and Jason felt there was nothing to worry about, so he went ahead and helped the client to make a difference.
A month after the client moved into his new home, he unfortunately passes and the outstanding loan is left to rot, with no one willing to take responsibility for it. Jason had no idea about this. He thought all was well and good and paid no mind when a family member called to ask if there were options to cancel the loan. To his surprise, a week later the County Sheriff showed up to his office and he got served with a lawsuit for alleged fraud, stating that the borrower was taken advantage of during the whole process as he was mentally incapacitated.
Lies upon lies were put on top of the other just so the family could get millions out of him, but Jason refused to lose. Six months in, he had an epiphany that turned the tables around.
Wanna know what happened? Oh, I’m not at liberty to break the excitement. Watch the whole episode to know how Jason outmaneuvered the real fraudsters and learn a key point or two to avoid these problems in the future!
Wednesday May 29, 2024
Wednesday May 29, 2024
Setbacks are pretty normal, but have you ever experienced losing so much money just because someone didn’t want their work checked? Oops! I didn’t mean to give too much away, but we’re here with another episode of Client Horror Story with our host, Morgan Friedman.
Today, we’re graced by Gee Ranasinha of KEXINO. KEXINO is a small marketing agency based in Europe, serving startups and small businesses mostly in the USA. A few years ago, they closed a deal with a well-funded organization in the crypto space—this was the time when crypto boomed and everyone wanted to get in on the latest trend.
Anyhow, deal’s closed and the project has been undertaken with Gee insisting on a proper QA before anything was launched. Guess what? Client said no and everything went poof! It turns out, there was a typo in the bitcoin address and they ended up losing a five-digits figure worth of earnings.
Get ready for this rollercoaster of a story as you tune in to our latest episode!
Wednesday Mar 20, 2024
Wednesday Mar 20, 2024
Have you ever tried waiting for a prospective client to make up their minds? If you're currently doing that and your patience is wearing thin, listen to this unique episode right now.
Welcome to another Client Horror Story with Brandon Kirkpatrick, CEO of Catalyst Consultant Group. This autonomous drone startup has just had a welcome to the world and had a chance encounter with a potential client during a motorcycle ride. Bizarre, right? Well, they got to talking and realized the potential client needed the exact services they offer.
Hands were shaken and prototypes had already been built, but it was only until 2 years in and $5 million later that they got blindsided in the deal. It turns out there were things they didn’t know about. Of course, we’re not going to spill the whole story here, but one thing’s for sure – the story is about to take a turn for the worst.
Tune in to learn more about Brandon’s client horror story!
Wednesday Feb 21, 2024
Wednesday Feb 21, 2024
Imagine going to Los Angeles to follow your dreams of becoming an actress – all these setbacks and challenges seemingly going on forever, and just when you thought you’re about to have a big break, it all comes crashing down. In this episode, we’re speaking with Suzy Hardy, a certified stress management and anxiety coach, and discuss her client horror story from a decade ago.
We’d want to say that since events of the past occurred years back, it would give us a wider berth or bigger perspective to think things through, but no – in this case, it was just an absolute shock to the system. When Suzy transferred to Los Angeles and graduated from massage school, while pursuing her acting career, she was introduced to a Russian agency backer who, after learning of her massage services, scheduled an appointment with her. During the course of the treatment, her Russian customer started giving some signals. If you thought a man putting his hands behind his head was sexy in books, in real life it’s definitely a red flag, especially during these professional services.
There’s more to the story, but you’ll have to tune in first. Watch the episode to learn more about how Suzy got out of this unbelievably scary situation and what she learned thereafter!
psychopath on the street? In today’s episode, Robert Indries, owner of a group of 8 companies generating 7-figures yearly, shares his biggest mistake of hiring a high-functioning psychopath in his portfolio.
High growth comes with high responsibility, and eventually, Robert decided to take the networking reins to further expand his ever-growing company. To make sure he can concentrate on this task, he hired several executives who could, in theory, take over what he usually does. As a result of Robert’s additional networking efforts, his portfolio has managed to take in more clients and earn more money, but Robert noticed various issues on the service delivery side. Why?
He dug deeper and talked to multiple individuals and was eventually led to a single personality – one of those “leaders” he hired to allow him to focus on networking. This guy derailed the company in every possible way, whilst making Robert think twice about his own leadership… How?
He was being ingeniously spoken to with the goal of further confusing him. What’s worse is that not only were his clients being wronged by this person – they were also stealing Robert’s prospects and current employees!
Crazy? More like psycho! Press the play button and listen to the rest of the story. Uncover more of Robert’s challenges, and learn how he retook control and turned his portfolio back around.
Thursday Dec 28, 2023
Thursday Dec 28, 2023
Do you ever wonder whether you’ve accidentally crossed paths with a psychopath on the street? In today’s episode, Robert Indries, owner of a group of 8 companies generating 7-figures yearly, shares his biggest mistake of hiring a high-functioning psychopath in his portfolio.
High growth comes with high responsibility, and eventually, Robert decided to take the networking reins to further expand his ever-growing company. To make sure he can concentrate on this task, he hired several executives who could, in theory, take over what he usually does. As a result of Robert’s additional networking efforts, his portfolio has managed to take in more clients and earn more money, but Robert noticed various issues on the service delivery side. Why?
He dug deeper and talked to multiple individuals and was eventually led to a single personality – one of those “leaders” he hired to allow him to focus on networking. This guy derailed the company in every possible way, whilst making Robert think twice about his own leadership… How?
He was being ingeniously spoken to with the goal of further confusing him. What’s worse is that not only were his clients being wronged by this person – they were also stealing Robert’s prospects and current employees!
Crazy? More like psycho! Press the play button and listen to the rest of the story. Uncover more of Robert’s challenges, and learn how he retook control and turned his portfolio back around.