Juggling Client Expectations Without Losing Focus

Over the past 20 years in market research, many project issues I've seen stem from mismanaging client expectations. Whether you work for a research firm, an agency, a consultancy, or any other business that involves regular client discussions, here are 4 pointers. 1️⃣ Communication—Regularly communicate, candidly ask the client how often they want updates, and never let a week go by without touching base, regardless of the project stage. Anticipate questions and answer them before they ask. A client sending an email asking, "What's the status of...?" is a failure on your end - within reason. Lack of responsiveness leads to mistrust, even more micromanagement, skepticism, and other issues that can be snuffed out by communicating openly. 2️⃣ Be Realistic—We all want to say "yes" to clients, but there are often ways to showcase your experience and expertise by being honest about what can be achieved with a given timeline and budget. The expectation could be a lack of understanding about the process or industry norms. Underpromise and overdeliver versus overpromise and underdeliver. Those honest conversations may appear inflexible, but they're often more about setting expectations and setting up both parties for long-term sustainable success. Saying "no" to this project could be a better long-term decision for the account than saying "yes" and failing with no second chance. 3️⃣ Understand Perspective—Take the time to actively listen to your client's needs, goals, and priorities. It goes beyond listening and includes asking smart (and sometimes bolder) questions to get a complete understanding. What drove the need for research? Why is receiving results within 2 weeks crucial? What happens if you don't receive results in 2 weeks? Understanding what's pushing the decisions behind the scenes can be a game changer. 4️⃣ Solutions Over Problems—Never present a problem or an issue to a client without a path forward. "This happened, but here are 3 things we can do to fix it." You need to be more than someone who relays information, you need to be a true consultant. Be able to justify each recommendation and explain the pros and cons of each path. -------------------------------------- Need MR advice? Message me. 📩 Visit @Drive Research 💻  1400+ articles to help you. ✏️ --------------------------------------

I Was Drowning In Busy Season! (Then I Found This Mental Hack) Ever felt your brain was being pulled in 8 different directions at once? That was me a few months back. 4 different clients. Long hours workweeks. 1 auditor - Me. And the problem wasn't the amount of work. It was something far more dangerous. My mind was constantly shifting: From Task A to Task B. From Client 1 to Client 3. From urgent email to random ping. Each switch felt like it drained a little more of my mental battery. Until one week, I hit empty. Know that feeling of heaviness in your head? When your thoughts feel like they're wading through mud? That's where I was. But I refused to accept this as "just part of the job." There had to be a better way. And after weeks of experimenting, I found 3 mental hacks that saved my sanity. These aren't your typical productivity tips. These are survival techniques for anyone juggling multiple clients. Here's what worked for me: 1. Your Brain is Not a Storage Device Your mind wasn't designed to remember things. It was designed to GET THINGS DONE. So stop forcing it to be your to-do list. Every time a manager pinged me with a request, I immediately wrote it down in OneNote. Not tomorrow. Not "when I have time." IMMEDIATELY. Then I'd mentally release it. Think of your brain like your smartphone – when too many apps are running in the background, everything slows down. Close those background apps. 2. Treat Client-Facing Tasks Like Hot Potatoes When juggling multiple clients, everything seems urgent. But here's the truth: Not all urgent tasks are created equal. My breakthrough came when I realized this simple rule: Anything that goes directly to a client takes absolute priority. Emails. Deliverables. Meeting preparations. Think of them as hot potatoes – get them off your plate FIRST. Everything else? It can wait for 25 minutes. 3. The 25-Minute Forcefield I started using the Pomodoro Technique – 25 minutes of intense focus, followed by a 5-minute break. During those 25 minutes, I created a mental forcefield around myself. No emails. No Slack pings. No team check-ins. Just me and ONE task. Unless you're in a live client meeting, NOTHING is so urgent it can't wait 25 minutes. The most surprising benefit? This practice didn't just save my work life – it saved my personal life too. Before, even when talking with my parents, my mind would wander to pending tasks. Now, I'm fully present wherever I am. If you're in a client-facing role juggling multiple projects, these techniques aren't optional – they're essential for your mental health. Are you constantly task-switching? What techniques have worked for you? If you enjoyed reading this, it's a snippet from my FREE weekly newsletter where I share everything about my audit lessons and concepts. #audit #productivity #mentalhealth #consulting #clientmanagement

I get it—juggling multiple accounts can be intense! Here’s how I keep it manageable with a simple approach that keeps clients happy and ensures nothing slips through the cracks. My Weekly Priorities 1. Batch Work by Client: Focus on one client’s tasks at a time, then move to the next. It keeps things organized and helps avoid mix-ups. 2. Key Areas to Focus On: • Inventory: Check restocks, active listings, and inbound shipments. Keep inventory steady to avoid stockouts. • Advertising: Aim for a 4+ ROAS. Adjust bids up or down, negate poor keywords, and set up new campaigns when needed. • Optimization: Focus on improving one thing each week, each month, and each quarter: • Weekly: Run A/B tests, enhance images, or tweak something that could boost conversions. • Monthly: This is a more significant update, such as keywords, title tweaks, or image refreshes. • Quarterly: A significant improvement or complete refresh. Always keep moving toward better performance. 3. Health Alerts: Prioritize any alert that could disrupt sales. No sales = no progress. Client Communication • If a client requests something, plan when to complete it and let them know. Setting clear expectations goes a long way. Know Your Numbers • Track sales for the past 30 days compared to the prior period, both overall and by ASIN. This will keep you informed and ready for any client questions. Productivity Tips • Work in 20-minute focused intervals, followed by a 5-minute break. It helps maintain energy and focus throughout the day. Stick to this plan, and be prepared for surprises. It’s a lot, but this structure can keep the overwhelm at bay! #amazon #amazonfba #amazonseller