Checklist for Effectively Managing Client Expectations

As a business owner, you know that managing client expectations is essential to the success of your company. After all, if your clients are not happy with the products or services you provide, they are likely to take their business elsewhere. Unfortunately, managing client expectations is not always easy. There are a lot of moving parts to any business, and it can be difficult to keep track of everything. That's why we've put together this handy checklist for effectively managing client expectations. 


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  • (1) Define the parameters of the project with the client in as much detail as possible.

  • (2) Define the scope of the project with the client in as much detail as possible.

  • (3) Set realistic timelines and expectations for both the client and your team.

  • (4) Set realistic expectations for the project timeline and deliverables.

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