Fundamentals

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Share processes, files & resist the urge to hoard knowledge

Hoarding knowledge and not sharing the work processes with your clients may result in frustration and an unsuccessful collaboration.

Send out an agenda before any meeting you call

Always having the agenda sent out prior to a meeting makes the meeting much more productive and successful.

Always remind people of things they need to deliver to you

It’s good practice to remind your clients if they need to deliver information that you need to finish a job.

Assume anything you say behind their back to anyone will get back to them

Have the guts to say whatever you say behind someone’s back to their face because they will eventually learn of it.

Realize when you’re in a hole (ask for help after 60 minutes of head-against-wall-banging)

Give yourself a timeline to solve a work problem. If you can’t do it – ask for help!

Ensure all expectations are realistic… especially with money

Be open in your professional relationships, especially when it comes to money and expectations.

Assume all questions are tests

Regard every question you’re being asked as purposeful.

Frame documents as “notes” or “drafts”

When you initially name shared documents as “drafts,” you lower people’s expectations of formal writing, so they focus on the content.

Poorly organized teams kill productivity so be careful & political in large groups

Teams may slow your work down, so unless it’s absolutely necessary, try to avoid being in one.

Always do what’s in your client’s best interest… and let them know when you do

Working for your client’s best interests should be imperative.

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The Open Secret that we exposed, to quote one our friends:

“The open secret of professional work is that...
results are not the main factor in determining
how happy your clients are with your work.”

The open secret of professional work is that results are not the main factor in determining how happy your clients are with your work.

What is? Your boss or client loving your communication, processes, details, responsiveness, and much more “meta work” matters just as much as the work itself.

But no one explicitly teaches these to you. Until now.

Beloved by Clients is the original and ultimate guide to “Managing Up,” the practical guide to how to work professionally that you wish you had gotten ten years ago.

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