The Importance of Setting Client Expectations

During this week’s episode, Jan Breuls-Dorang joins us to discuss the importance of setting client expectations. Jan will share with us how she establishes proper boundaries at the beginning of the relationship and how she manages their expectations.

This session is packed full of valuable information no matter how far into the journey you may already be.

Video Timeline:

• Intro:
• Meet Jan Breules-Dorang:

The Importance of Setting Client Boundaries and Expectations:

Setting Client Boundaries:

• Respect:
• Integrity:
• Time Management:
• Communication:
• NO:
• Consistency:

Setting Client Expectations:

• Knowledgeable:
• Respectful:
• Confidentiality:
• Accuracy:
• Value:
• Communication:
• Consistency:

Next week: How to Tackle a Growing Backlog of Tasks