Wednesday, September 23, 2009

How to Juggle Multiple Clients and Make them all Feel Special

We have all been there and if you are not there now, you will be at some point – juggling multiple clients (or maybe one client but multiple groups within the same client). How do you juggle all the work, keeping all the tasks on schedule and make each and every one of your clients believing that they are your primary client?


Organization is the real key. We all know techniques for keeping organized, so I won’t really discuss that. But once you are organized, here are a few things that may help you provide that white glove treatment all people really crave.

• Constantly prioritize your projects and their tasks. This may mean handling the highest profile project first, not necessarily the most urgent task.
• Ensure that you have committed enough time to complete your tasks.
• Learn to delegate and work as a team
• Don’t sit in your cube and wait for results to come to you. Be proactive and touch base with your projects every day or two. Don’t let them run on cruise control.
• Document important information about the client and make it readily available in a summary form - information such as names, roles, important dates and events (both project dates as well as important client dates such as vacations, graduations, weddings etc).
• Before your next scheduled meeting, quickly review the information – if an important date is near (either past or future) try to ask about that event

The hardest clients to juggle are those that you do not hear from on a regular basis – maybe weeks or months pass between communications. When they do contact you, they desperately need your help on a task that could consume all your time. Do you push your other client to the side and make room and hope to make up for it later? Or do you tell the client you are unavailable and you can either help them at a later date?

The first thing to do is to take a moment and assess the situation. How much of your valuable time would you really be able to provide without compromising your current clients. If the answer is none (or close to none) you should really tell them you are not available. If the client indicates that they really, really need you – do not cave in. Explain to them that you have other commitments – even as they complain, they will recognize your loyalty to your other clients and that you would be loyal to them and not bail on them either. It is all about setting the appropriate expectations.

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