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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 Aug 08, 2022
Monday Aug 08, 2022
In this episode, Jeremy Streten, a Lawyer and Business Coaching Support, shared a story of when a client from a construction company approached to get approval to build a 30-story high-rise building in Australia.
His client was thinking of selling the property and packaging it all up to a developer for building the high-rise. However, his business partner, an architect, was caught up in the thought that he was going to earn a lot from this and actually develop and build the property himself. A third investor, who had invested 10%, was supportive of selling the property to a reliable developer.
So, two of them were on the same page while the other one was thinking of something grand. The catch is that these three guys didn’t communicate their end goal for this. They just assumed that each of them knew what they would do. Worst of all, this misunderstanding ended up in court.
As the episode ends, Jeremy shared valuable thoughts that are not only helpful in the legal profession but to other businesses as well. He also pointed out the little things we often overlook are essential in big decisions.
Wednesday Jul 20, 2022
Wednesday Jul 20, 2022
This was when she was just newly working for a brand, selling luxury watches for men. Divya Patel, a PPC Specialist, was handling the PPC service of the brand.
At that time, they were going to launch a YouTube campaign and she offered to create the ad assets for them since she’s been with the brand from the start. She was there to help the clients with the brand message, tone of voice, and everything about branding.
The client declined her offer and told her that they will sort the video out themselves so that they could focus on the campaign. Still, Divya and her team briefed the client on how the video should turn out. Divya and the team expected the video to be showcasing the watch that they’ll be launching.
One day, as Divya walked into the office that day, her manager was upset and the team was circled around a computer. Turns out, the client posted the video on YouTube without telling the team.
To their dismay, the video was the complete opposite of what they expected and what was discussed in the briefing. Instead of men wearing and showcasing the watch, women in lingerie were there and the video didn’t focus on the watch, which was their product.
That’s not all. Divya Googled her client and she saw her client's name plastered on UK’s biggest tabloid negatively, something about how the video was degrading to women.
Divya and the team were utterly disappointed and upset. They felt that all the work they’ve been putting into the brand was just thrown out the window. When Divya and the team approached their clients about it, they were really happy about it because they thought it was good publicity and a nice way to put their name out there.
Thankfully, Divya and the team were able to get through this issue. Watch the episode to learn more about how they resolved the problem and the steps they took moving forward.
Morgan Friedman
Wednesday Jul 06, 2022
Wednesday Jul 06, 2022
In this episode, Tom Schwab of Interview Valet shares how trust and communication flow in the same river towards success. His story pointed out how important it is to educate clients, provide a timeline and establish clear solutions in risk analysis when working with clients.
The story happened when Tom, a podcast marketing specialist, worked with a client with zero knowledge of how podcasts work. At first, the onboarding was great, the podcast recording was super smooth and it was a really abundant podcast session.
Five days later, he received a nasty and angry email from the client, all about how upset she was for not getting results in those five days. She also mentioned that she was with a radio show and had 4 million listens, which were not actually 4 million listens as she thought.
She started to complain and demanded to have her money back. Tom didn’t want to ruin their reputation so he asked her to wait 10 days after the podcast to see the results.
By the end of the episode, Morgan and Tom shared interesting conclusions about the hierarchy of communication and how it helped Tom to deal with the client. Watch the episode to learn more!
Friday May 27, 2022
Friday May 27, 2022
customer approached him asking for a large order of cupcakes from them. The company accepted the offer and this customer frequently made visits to the company.
At this point, Braden already suspected that this could be a troublesome customer to deal with because of 2 major reasons.
First, every time the customer comes in, she would taste test their products including the ones that are actual orders. It came to the point where they would make her separate samples and leave them somewhere else so she wouldn’t bother with their work.
Second, when the deal was made and the company ordered ingredients for the production, the customer threw a tantrum saying the company ordered the wrong ingredient just because the packaging was different. It was the same ingredient made by the same manufacturer, just a different packaging because it was bought in bulk.
Fortunately, the company owners dealt with the situation professionally and have proceeded. The day of the production came, everything was super hectic and stressful. What’s worse is, the customer was there doing “quality control” eating 10 cupcakes in every batch they made.
As we reach the end of the episode, Braden shares some realities about such work environments and how important the principles of trust and leadership are in every industry. Let’s hear more of Braden’s story and learn a lot of interesting things in the food industry along the way!
Tuesday May 10, 2022
Tuesday May 10, 2022
In this whiskey and wine-powered episode, Timi Orosz, founder of Connect One Marketing, shared a story where she learned three crucial things in business: communication, boundaries, and friendships. It happened when a friend of hers approached her and asked her to help him develop a branding strategy for a new business.
At that early point, a little voice in her head told her that this could lead to something troublesome, but Timi decided to push through and help her friend.
Everything went smoothly until she needed to outsource a web developer to build the business website. She found this developer with an amazing portfolio and reasonable rates, and her impression of him was great.
As they have been working together, Timi was on good communication terms with this web developer. Suddenly, the web developer went missing in action and ghosted the project. Timi had no choice but to hire another developer at a higher rate since it was already a rushed project.
As she continued working on the project, she started receiving emails directly from her friend’s teammates, asking her to fix some technical stuff. Timi’s not the technical type, but she still offered to help (thanks to Google) and suggested having a professional handle it.
Timi was disappointed in herself since she still helped them even though it was not part of her responsibilities. She was also disappointed in her friend since he didn’t communicate with her about this. Things eventually piled up until both Timi, and her friend decided to call off their partnership.
As the episode ends, Timi and Morgan share the importance of communication, setting boundaries, and friendships in business. Watch the episode to learn why you need to establish these three essential principles in business.