I FAILED A CLIENT, HERE’S HOW.

I FAILED A CLIENT, HERE’S HOW.

There it was, an email, staring menacingly at me.

"I have been very frustrated with our website, both with the look and the process for making changes with the person you recommended. We cannot seem to get the website where we want it, and we don't have the time to make the changes ourselves." - Past Client & Friend

What went wrong? How can anyone avoid this same fate? Read on to learn where I went wrong and how I won't make the same mistake twice.

Let's set the stage; in 2020, times were crazy, the government shutting down businesses and owners looking for ways to survive. I saw friends' businesses in trouble and knew there was a path forward with the right mix of technology and marketing. I reached out to all of them and offered to help at no cost. We rapidly triaged their most important needs, and the common theme was an easy way to update the public with their business hours, products, and ongoing company changes in response to the everchanging federal mandates. 

The solution to their problem was an easy to deploy website and remarketing ads to engage with all social media and website visitors.

WordPress is one of the top worldwide platforms to build an easy edit website and works great with tracking tools to show ads to visitors after they leave the website. I engaged a team for each client, and the websites, remarketing ads, and tracking was all in place and live. Some friends took over immediately and were able to continue to maintain their site and remarketing ads. SUCCESS!

One particular friend saw the value of a fractional CMO and wanted to go further using his recently qualified stimulus money. We were off to the races, building out Mailchimp email templates, tracking URLs, and links to websites and online purchasing. We were meeting monthly to discuss strategy and how to gain additional audience growth. We built more detailed remarketing campaigns, tied them to the online store so we could track sales.

We were spending $65/mo. to get $4,000 - 6,000 in trackable online sales!

Ok, so where is the fail part, right?

Federal stimulus money came to an expected end, and I believed that the software and systems I crafted together over the past 12 months could be run by the individual hourly staff that ran them under me. I set the client up with introductions and got the dialog between them flowing. I'm out of the picture, wishing my friend the best, knowing the people he's working with have a great reputation for solid work. 

BUT, that didn't happen; the business is back to the old website that was slow and expensive to update and, in turn, disabled the highly profitable remarketing ads. 

Why did this happen?! I overlooked just how valuable having someone that speaks geek and knows the ropes of what matters most to my friend's organization. 

Lesson learned, you can have every tool at Home Depot and still not have the ability to build your own house. I downplayed my role, and my friend suffered.

Geoffrey Moore, author and management expert, in a speech given at Stanford University, Moore explains,

"Whatever is the new thing that creates differentiation, that's core." Meanwhile, context is any activity that doesn't differentiate the company in the eyes of the customer. "If we do context brilliantly, we don't succeed. If we do it badly, we get in trouble."

In closing, we all must remain vigilant in separating the core from context, knowing it's essential to the success and growth of any great company. Extract resources from context to invest in the core.

Douglas Scott

General, Trauma, and Vascular Surgery Recruiting @ Weatherby Healthcare

3 å¹´

Nice article. Not clear where the problem was if he was actually making sales, not just getting leads, and that ROI is good. Curious if he had other processes that weren't in place or working well. Hiring and training good people is key and challenging. It's hard for outsiders to understand the nuances of certain businesses. Wordpress also balances the line between "you can do it yourself" and "oh sh*t." It looks easy enough to jump in and make changes, but advanced enough that it can be confusing to understand someone else's work that had more competence. 10x that if you've built integrated systems, tying together adwords, mailchimp, etc. Maybe a good time for you to save the day?! Hope it works out. Sounds like his product was a good one. That's key!

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Ben C.

Life Coach | Mental Fitness Consultant | Conflict Resolution Specialist | Personnel Retention Expert | Sales & Marketing Advisor | ENFP

3 å¹´

I see so many clients struggle to identify the core items critical to their success. Often when they do, the road to recovery scares them because it’s usually a hard climb out of longstanding, underperforming or even nonexistent processes. This is based on fear and discomfort of disrupting an ineffective norm because their workforce “has a hard time with change.” That’s the only thing that makes sense to me in turning away from traceable, value add marketing from your example. The first step to improvement is identifying where the hiccups are. Usually, the hardest step is convincing my clients to embrace and act upon that knowledge because it means inviting in various degrees of discomfort in departing from the good ol’ status quo. I love the focus on working ON vs IN the business. This is one of my favorite coaching avenues for clients that consistently fail to do their part between our meetings. They are always too busy to work on the core, the culture of their business. They are basically “too busy” for their highest potential, too busy for real success, when they are caught in the minutiae instead of higher value tasks.

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Dr. Lori A. Manns

Need marketing to attract top-tier clients & convert to sales? I help entrepreneurs build profitable businesses. Group/1:1 Training â—†Marketing Consultantâ—†Business Coachâ—†Sales/Sponsorship Expertâ—†Media Buyerâ—†Speakerâ—†Author

3 å¹´

Hi Jason, great article! It is always important to train and set expectations when you put a team of independent freelancers or contractors in place. However the integral part is the project manager (you), who is the glue keeping everyone on track and accountable. This is a great lesson and case study in the making.

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Carolyn Landesman MBA

Business Strategist and Content Creator

3 å¹´

Hi Jason ?I read your article - it would make an interesting case study. Here's my take... "What you acquire too cheaply - you esteem too lightly." Thomas Paine When people get something for nothing (or next to nothing), they have no skin in the game. You were trying to help your friend - but he didn't listen to your advice. That's because he didn't have a vision for the future. Nor did he fully understand the problem and he didn't see the value in the solution. He wasn't experiencing enough pain of the problem or feel the impact of what would happen if he didn't make a change. I agree he's working in his business, not on his business. My take is that he also sees a need to command and control. Perhaps trying to micro-manage others???? There are 4 phases business owners go through. 1. the Dream 2. The Nightmare 3. the Breakthrough 4. The Growth and Scale phase Sounds as if he is still in the nightmare phase of the business but doesn't recognize it. In conclusion, (given I am only working off what I read and don't have the full background), I also see this as a sales and marketing problem, the website is just the conduit. He thought the website was the problem. He has a cash flow problem.? The fact that he needed stimulus money to fix what he thinks is his problem tells me he has a cash flow problem.? There are only two ways to fix a cash flow problem (other than injecting more working capital) - that's to generate more revenue. If he can't get leads at the top of his sales funnel - he has a marketing problem (website included). If he can't convert leads into paying customers he has a sales problem. Sounds to me the website was a symptom of other issues within his business. Happy to chat further if you need further clarification. Remember, I only have a snippet of what went wrong.

Adrian Dionisio

For Your Business Success & Prosperity . I show solopreneurs and business owners what to do & how to do it. Founder of Business 737.

3 å¹´

I enjoyed the read it is very relevant. If you want something done well do it yourself is the old saying and it is very true. When testing to build a team under you the three most important factors are ( in my opinion) Recruitment Training Development When you find an A player you have to reward them accordingly. Remember wrt to employees their main motivators are Rank Recognition Prizes Money

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