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Disagreeing with clients – the nice way!

If you work for clients, you will not always agree with how they want things done. Sometimes, it will just be a matter of personal choice so you stay quiet and do things their way. Other times, your professional experience and knowledge leads you to believe the client would be better off following your way.

So how do you tell a valued client that you disagree with their request?

Let’s take a simplified situation – the client asks for bright red and you think pale blue is a better option.

The first response to come to mind may be “Bright red won’t work so I’m going to use pale blue for you.”

However, the client is likely to be annoyed at being told they’re wrong and you’re making the decision. Result? They will dig their heels in and insist you use bright red without further discussion – or just find another supplier.

Another response may be “Pale blue is best and applies in 90% of cases” and just going ahead with pale blue. Taking control of the project like that shows no respect for your client and may just end your relationship.

Here are some better ways to approach your client:

  • Bright red would certainly attract attention! However, did you know that colour experts consider red to mean…?
  • Is there a particular reason you want it bright red?
  • I will do it in bright red, but first I wanted to make sure you know you have a choice. The alternative is pale blue, which has the advantages of …
  • I have found an example of bright red for you, and a pale blue example as a comparison. I think the pale blue works better because… What do you think of them both?
  • That’s an interesting thought – I would never have considered bright red for this project. To me, bright red doesn’t always work because…
  • Based on my experience, bright red is less effective than pale blue because… Would you like me to try both colours so you can see the difference?

If you handle it politely and with respect, your client will appreciate you speaking up and sharing your expertise – after all, that’s why they are using your services! You may still have to complete the project in bright red, but at least the client has made an informed decision and you have respected your professional opinion.

Have you had a supplier respectfully disagree with you which has led to a better result? Share your story in the comments area below.

Supplier control

Sometimes suppliers and clients don’t agree on the  best way to do something – that is natural and understandable. But if the client is paying for the work, I believe that the client has the deciding vote.

I have had situations where a client has insisted I do something a particular way against my better judgment as a professional writer. A few times, I have done what the client asked for and an alternative version the way I think it should be done and given both versions to the client. In all these cases, once they have seen it in context, the client has agreed with my version. Other times I have just done what the client asked.

But what happens when a supplier decides their way is correct, or at least better, and just implements it without even telling the client they are making that decision?

For instance, if a client asks for certain paragraphs to be in italics in a brochure their designer may disagree and not use italics. The client, trusting the designer to do as asked, doesn’t notice this omission until after the brochures are printed and is rightly upset because those paragraphs were quotes and need to look different.

A much more professional approach from the designer would have been to say “I don’t think italics is a good idea as they are harder to read” and then discussed it with the client.

Clients do not appreciate loosing control of their own projects, nor the suppliers who take that control. And once you do something like that, the client is likely to double check everything you do for them which is a waste of their time and goodwill – and not likely to get you more work or any referrals.

As a supplier, you can disagree with a client but you should never presume to control the project contrary to your client’s request. Remember, if the final result is not up to your standard because the client insisted on doing things a certain way, it reflects more on the client than you – their name is on it, not yours. Just don’t add the project to your portfolio!

Too ignorant to know…

For many people, knowing what they don’t know is just about impossible. These are the people whose behaviour led to the saying “A little knowledge is dangerous” as they don’t understand how little they really know.

Consider a young child who has just learnt that 2×3=6. That child will proudly tell you she knows what multiplication is and how to do it. Yet if you asked her 34×76, she would have no idea how to solve it. As adults, we expect her to have limited understanding and give her time to learn more about multiplication – and encourage her learning to date.

What is a bigger concern is adults who act like that child – they know a few things and assume that makes them an expert – and charge people as if they have an extensive knowledge. Or use their assumed knowledge as a basis for applying for jobs above their level.

I have dealt with suppliers who believe in their own expertise to the point they can’t admit any ignorance or lack of knowledge. They assume a superior attitude to their clients and tell them how to do things, even if they are wrong. And even argue with clients who suggest or request an alternative.

The hard part is in dealing with these people as they aren’t likely to listen enough to learn how little they truly know, or even recognise how much someone has been coaching and helping them.

In some situations, I have taken the time to lead someone towards a greater understanding – and sometimes they have accepted the new knowledge, too! Some tips I have found to be more effective are:

  • never patronise them – they don’t like it any more than the rest of us!
  • occasionally add in why you are doing or requesting something even if you are in the position of being able to tell them. For example, I may say something like “I didn’t include that example because it was negative and I think a positive example will be more effective”
  • maintain their self-esteem by asking questions to either help you or confirm your understanding. Remember that they will have some expert knowledge even if not as much as you want or need!
  • if providing them with resources or information that may help them learn, present it carefully. Instead of “here, you need to read this”, try “I found this article very interesting – what do you think of it?” or “I’m not sure I agree with this document – do you?” or even “I want to go to this seminar – would you mind coming with me in case it gets too technical for me to understand?”
  • put your expected answer in the question so they can be involved in decisions and learn from the process. For example, “I assume that the second quote is better because it includes delivery as well. Do you agree?” may work better than “Which quote should we choose?”

We all have things to learn – and usually the more we learn, the more we realise we have a lot more to learn! So we can hope that giving bits of extra information to an annoyingly ignorant person will lead them to an understanding of their own limitations!

Use your words wisely!

What is a bleed?

A bleed is the space around the edge of a page or design the allow for movement and cutting the paper itself. So if a page is 20cm wide the design will be 20.6cm wide to allow a margin of 3mm on each side as a bleed. It prevents the tacky look of a design that is almost to the edge of a page with a thin white area on the edge.

Inhouse printers always have a margin around them – they never print to the edge, so bleeds don’t help and you’ll get white lines around colour bits.

Bleeds are crucial for a good looking document or picture. Without a bleed it leaves it looking incomplete and messy.

Measuring your business…

I just came across a blog post about why you need to measure performance which seems like a good starting point for all small business owners.

It’s a good question – I mean, if you don’t measure your success in various areas of your business, how do you know you are actually succeeding? Or how will you know that there is a so-far-minor problem in one area before it turns into a major issue for you and your business?

Yes, it is important to keep on top of where you are at in all areas of business, but I liked the suggestion in this blog post that it is better to start monitoring one or two key areas now than to wait “until I have enough time” to set up measuring programs for everything important to your business.

Why start small with your measuring when the whole picture is so important?

  • it is easier to do so it’s more likely to actually happen!
  • starting with one area will teach you skills and make a wider scale measurement easier later
  • data in one area can be dealt with – once that area is working well, you can focus on another area. Compare that to trying to fix 6 areas at once whilst also trying to manage clients and general business tasks
  • improving one thing often has a flow on effect to other areas anyway
  • you’ll gain confidence and belief in measuring that will inspire you to make time for more over time

So my question is – how often do you measure your business performance? Which area do you think most needs assessment right now?

Boundaries between home & work

In a traditional job setting, the difference between work and home is fairly clear and easy to see – until you start bringing work home anyway! But when you run a business or have a remote job, it can be harder to spot the difference – and harder to manage things.

Of course, the big question is HOW to manage time! I think the simplistic answer is to set boundaries to maintain control.

From talking to various people, I see two main groups of at home workers – those who get distracted from work by the need to tidy the kitchen, hang out the washing, vacuum the floors and so on, and those who work a lot and find it hard to manage much of the house stuff at all. Which group do you fit into? I have no trouble (well, generally speaking!) getting on with work but end up working too hard and letting the housework slide…

Here are some of my ideas on creating boundaries between business and home, but I’d love to hear your suggestions, too…

  • physically separate your working space from your living space as much as possible – if you are sitting in your work space, don’t do home things and vice versa. My article, separating your home office, may give you some new ideas
  • separate phone lines if you can – then only answer the business phone during business hours, and the home phone during personal hours. Before you assume this is too expensive, consider a VOIP phone as this is much cheaper than renting a second landline
  •  tell clients your expectations/limitations – for example, “We work 10 to 4” or “we don’t answer phone calls in busy periods”. Kylie of Tilda Virtual went further and actually sacked a client to gain back control of her business and family boundaries!
  • set clear business hours and stick to them most of the time – if clients see you work outside those hours, they will start expecting you to do so. If you do work out of your usual hours, make it clear it is unusual or mask the fact – sometimes I work late at night but program the email to go to my client the next morning so I am not advertising the fact of when I did the work.
  • if possible, use a different email address for friends and family than for business. Set up filters for incoming emails and just concentrate on business emails during business hours.
  • learn to say no to clients or extra work – or at least say it won’t be done straight away. Know how much work you can deal with in a day/week and refuse to overload yourself
  • if you have people visiting you during the day, try putting a sign on the door that says “Business in operation – please call back later for a personal visit” so people can see you are serious about your business hours. If you want, you could leave a pencil and notepad by the door so they can leave you a message

Sometimes it seems impossible to make those boundaries, but the reduced stress and lost time is well worth the effort. Good luck with it!

Use your words and time wisely!

Crucial planning ahead for problems

Contingency planning and being prepared are important steps for a business owner – but steps that are not urgent so can easily be left behind in the day to day busyness of business and making a profit.

I was reminded of this topic today when I read an article called ‘When bad stuff happens’ – being about small business owners needing to think ahead to potential problems. And having procedures in place to cope when problems do arise.

Back in 1999, I had a contract to prepare some contingency plans for a major Australian company. We did various things, but one key task was preparing a checklist and contingency plan for the morning of 1 January 2000 – the day computers were going to fail and planes fall from the sky! The checklist included things such as ‘turn on a light switch. If it doesn’t work, try a second switch. If it still doesn’t work, look at neighbouring buildings and street lights – do they have power?’ We thought ahead and gave staff options to get all the information before emergency procedures were put into place.

So what sort of things do you need procedures for in your business? Obviously, that depends on your business, but some simple procedures you could start with are:

  • make sure someone else has a list of key contacts in case you are suddenly out of action. For example, my key clients and contacts are on a list with my husband so they would not be left wondering about me if I disappeared for a while
  • give someone else access to your PO box, or at least permission to get your mail redirected
  • prepare a list of essential business passwords so someone else can manage things – for instance, passwords for your blog, email and online shop administration
  • if you send out products, writing a procedure on how to package and send them is crucial for another person to be able to pick it up for you
  • if you are a service provider, establish some relationships now so there are people you can refer clients to or outsource work to if you can’t complete promised work
  • give your bookkeeper, accountant or a trusted person the means to be able to complete IAS/BAS statements for you, including how to pay any tax owing, so you avoid fines and problems with the ATO while you are ill or unavailable
  • prepare some standard responses to emails so the same message can be sent out even in your absence. Think about adding some of that common information to your website, too, to reduce how many people ask the same question – much easier for someone trying to fill in for you, but also a great time saver for you in the mean time!

If you start implementing some of these plans into your business, I’d love to hear about it – although I hope it never becomes necessary to use the procedures for a negative problem (using them because you win a trip around the world is a different story!)

Use your words and time wisely!

What makes a good conference?

Everyone I have spoken to enjoyed the conference I attended in July and that got me wondering why – and thinking about other conferences I’ve been to and heard of. So I want to know what makes a good conference?

Knowing what makes a good conference is very useful if you ever have to plan one, but it can also be useful in deciding whether or not to invest your time and money into a particular conference. Business events can be a great resource – but they can also be a waste of time and money if you don’t choose carefully.

Some of the features that I think helped make this particular conference good are:

  • It was fully catered (morning tea, afternoon tea and lunch) so no one had to leave the venue to find food. That meant we all stayed together, had networking opportunities and time to visit the expo stalls
  • Sessions went for about 75 minutes each which was long enough to get useful information but not so long everyone was restless and loosing concentration. Longer sessions also means more people get up and leave the room which is distracting
  • more than one session was run at a time for most of the conference – everyone was together for plenary and forum sessions – so we had choice. That meant I didn’t have to attend any workshops aimed at beginners and no one had to struggle with irrelevant or overly advanced topics if they didn’t want to
  • we got a handbook which included notes from all presentations – so I can read about the sessions I missed as well as not gathering single handouts that are easily lost
  • the presenters covered a variety of topics which seems appropriate for small business owners (as we have to know about so many topics to succeed!) Of course, a conference may not be as varied and still be good depending on the overall topic of the conference
  • all presentations included practical ways to use the information so it was easy to implement it straight away – and we all know that if you don’t use new information quickly, the chances of benefiting from it later are much less. This was actually promoted as part of the conference which wouldn’t always be the case

What features have you particularly appreciated about a conference or business event?  Do you agree with the features I listed as being valuable (especially if you were at this conference!)?

Clutter free and productive

One of the conference workshops I attended last week was called “Working in a clutter-free, productive place”, run by Natasha Crestani of Inspired Honey. It was fantastic!

I must say I agree with the premise that less clutter makes it easier to concentrate and to find things, both of which make you more productive when you try to work and function. But when you get busy, it can be hard to manage the clutter.

If you tend to hoard things and surround yourself with clutter, I believe you have to be ready to let go of things or it won’t happen. But even organising your clutter will make a difference if you can’t actually lose much of it yet.

Some tips I got from Natasha – either directly or by thinking about what she said – are listed below and hopefully one or two will help you be more productive in your business/office!

  • develop a system for incoming paper – use that system on new things even if you still have piles of old papers lying around
  • reduce unnecessary papers entering your office. For example, add a ‘no junk mail’ sign to your letterbox, open all your mail next to the recycling bin so unwanted papers never reach the house/office and don’t print off emails/web pages/etc unless you really need to
  • make regular time to declutter or sort – it’s much less intimidating to tidy for 5 minutes than to sort a desk hidden under stacks of paper
  • get some sorters, document trays or upright file holders and aim for nothing lying loose on your desk when you aren’t using it. Even two or three semi-sorted piles of paper makes things easier to find than one huge pile or paper strewn everywhere
  • have a notebook to write notes in – notes from meetings, ideas that come to you, phone numbers, references to check, and so on – rather than using lots of scraps of paper that you can never find when you need them
  • have a recycling bin in your office so paper can go straight into it when you are finished with it
  • if something comes to you that can be sorted very quickly (like in less than 5 minutes) deal with it NOW as that is quicker than having to reassess it and do it later
  • use lists – getting clutter out of your mind is just as important as getting it off your desk!

What systems will work in your oficce and situation depends on you, your business and what resources you have so the bad news is that there is no magic bullet to fix clutter and disorganisation. The good news is that you can change things and become more productive 🙂

As a busy writer, I admit that sometimes my desk and office got out of control and were hidden under piles of paper. Since Natasha’s workshop, I have reduced clutter and it feels great! I am implementing new systems, too, so I will never lose my desk again!

Still, I would love to hear your business/office organisation tips so please add them as comments…

Brilliant conference

As I mentioned, I have been at the Business Mums Conference over the weekend and it was brilliant – and not just because the theme was brilliant business and beyond!

I really enjoy being with other people who are motivated, positive and willing to share their ideas and knowledge. That in itself is inspiring and a great source of energy to return to my office with.

There were a number of excellent speakers at the conference and I will share some things I learned over the coming weeks. And will introduce some changes to my business as well.

Although it was not my reason for going to the conference, I also came away with new clients, a door prize and a goodie bag. Imagine coming away from a conference financially ahead of the ticket price – and that doesn’t even count the longer term financial benefit from what I learned and thought of while I was there!

I strongly suggets that if you get the opportunity to attend this or a similar conference that you take it and be willing to make the most of it! For now, I need some sleep!