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How to Manage Critical Conversations with your Clients

Guide clients through the renovation process smoothly with these tips for setting expectations and creating strong client relationships.

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CLIENT EDUCATION

  • To inform potential clients, provide an overview of how you handle the project process on your Houzz profile or website.
  • Educate new clients on how contracts can set expectations and alignment for both parties from the start.
  • When requesting reviews from past clients, ask them to address specific points so their reviews are even more helpful for future clients.

RENOVATION PROCESS

  • Set boundaries about appropriate communication channels and times of day.
  • Get comfortable asking direct questions.
  • Handle tough conversations in person or over the phone so the homeowner can accurately interpret your tone and/or body language.

FINANCES

  • Set expectations about the budget by providing a sample budget for past examples of your work.
  • Agree on the budget and scope of work and put that in writing. Take into the discussion what should happen should the scope change.
  • Determine a payment schedule and approval process.

“I tell my clients, ‘There are three key components to any project: time, budget, and quality. You can pick two of the three, but I can’t give you all three.’ Everyone inevitably picks budget and quality. This has been a really effective way to set timeline expectations.”

Wiley Gilliam, Modern Craft Construction

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