How to Align Client Expectations Before Meetings

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. ✏️ --------------------------------------

As I've grown as a litigator--and taken on more client-facing roles--setting and managing expectations has been a constant lesson. It is crucial to do this from the jump. Otherwise, misconceptions about the process abound and lead to frustration (to put it nicely). Here's the reality: litigation is often more expensive, slower, and more disruptive than clients anticipate--and than clients like. It is intrusive and the opposite of fun. So, it is vital to have conversations around this--honest and candid conversations--from the outset. This includes: 📞 discussing costs--a proposed and phased budget is helpful. 📞 addressing the timeline--estimating how long it'll take and when certain things will occur. 📞 outlining how and when you will communicate with the client--and aligning with their communication preferences. 📞 explaining the types of information (verbal, narrative, and documentary) that the client will have to share--with you, their counsel, and with the other side and even with the court. Focus on clear communication and follow up with a written summary of the discussion--create a paper trail every step of the way. This builds trust and cooperation, while reducing frustration and surprise. Litigation can be unpredictable, so couch all discussion with that caveat, but better to set the right expectations upfront, as a foundation to the relationship. ✌🏻❤️🔥 #emilylitigates #professionalwomen #biglaw

How I Manage Stakeholder Expectations Without Overpromising as a Program Manager at Amazon Expectation management isn’t about promising less—it’s about aligning more. Early in my career, I thought managing expectations meant setting low bars to ensure easy wins. Then I learned that real expectation management is about aligning on what success looks like—not just lowering the bar. Here’s how I manage stakeholder expectations effectively: 1️⃣ Set the ‘Why’ Before the ‘What’ I start by aligning on why a project matters—its business impact or customer benefit—before discussing what we’ll deliver. This practice ensures that everyone understands the end goal, not just the output. 2️⃣ Define Success Metrics Upfront I outline specific, measurable outcomes from day one. This clarity prevents misalignment and keeps stakeholders focused on results rather than tasks. 3️⃣ Communicate Early, Not Just Often I share updates early, especially when risks emerge. This practice has not only built trust but also prevented surprises. During a recent project, early communication helped secure additional resources to manage a sudden increase in scope. Expectation management isn’t about managing down—it’s about managing forward. If you’re struggling with stakeholder alignment, try focusing less on promising and more on aligning. How do you manage stakeholder expectations? #ExpectationManagement #Leadership #StakeholderManagement #Amazon