How can you manage client expectations when self-employed?

1 Understand your client's needs

Before you start working on any project, you need to understand what your client wants, why they want it, and how they measure success. Ask them to clarify their goals, scope, budget, timeline, and deliverables. Listen actively and ask open-ended questions to uncover their pain points, preferences, and priorities. Repeat back what you heard and confirm your understanding. This will help you align your expectations and avoid misunderstandings later.

2 Define your terms and boundaries

Once you have a clear picture of your client's needs, you need to define your terms and boundaries. This means specifying what you can and cannot do, how much you charge, how you work, and when you are available. Write a detailed proposal or contract that outlines the scope, deliverables, milestones, payment terms, revisions, feedback, communication channels, and contingencies. Review it with your client and make sure they agree and sign it. This will help you establish a clear and mutual agreement and protect your rights and interests.

3 Communicate regularly and transparently

Communication is key to managing client expectations and building trust. You need to communicate regularly and transparently with your client throughout the project. Update them on your progress, challenges, and achievements. Share your work samples, drafts, or prototypes for feedback. Respond to their questions, concerns, or requests promptly and politely. Use the communication channels and methods that suit both of you. This will help you keep your client informed, engaged, and satisfied.

6 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?