Speaker 1: What can be worse than having to tell a client that you cannot deliver on a promise? We're here to make sure your agency never disappoints. Hey, what's up everybody? My name is Anna, and I'm here to tell you seven essential tips for setting and managing your client expectations effectively. Before we get started, I want you to hit the subscribe button below to stay on top of your WordPress game and find out more about making your agency grow. And we're starting right now. Tip number one is set clear goals and decide on the deliverables and deadlines from the get-go. I recommend setting up a meeting with the client and discussing the scope of the project, the ideal timeline, and project requirements. During this kickoff meeting, you should present a super detailed list of deliverables with realistic deadlines for each of them, agree on the payment method. Is it going to be an advanced lump sum or is it going to be payment per milestone? Go over these deliverables with your team and client, which will make the process smooth on both ends. And don't forget to mention that the suggested timelines and deliverables are subject to change, something that will be communicated in advance. Clearing all this up in a kickoff meeting will really set the client-agency relationship to a great start. Tip number two, communicate and be transparent. Well, in our experience, when managing an agency, something will always go wrong at some point. So instead of keeping it a secret and hoping that it fixes itself, it is better to be honest. You can also talk to the client that you're working on the problem and you're going to fix it. After some time, you'll know where a timeline or a plan will definitely fall through. So don't forget to mention those risks in the risk section of the agreement, which will show how professional you are. The next essential tip, actually, this is a tip that everybody hates, is to get your documentation in order. And this means you need to have a written and signed copy of all your agreements. If you, like most people, hate legal matters, you can Google digital marketing agency templates, pick one of them and modify it according to your clients. The internet is your friend. So tip number four is to have a designated account manager. Well, I can't stress this enough because this will really help you reduce your stress levels. A perfect account manager is a dedicated employee who is fantastic with communication and organization processes and knows your agency really well. So delegating well will really let you focus on other tasks and you'll start seeing higher traction. The next tip on our list is to schedule regular feedback sessions. So there is nothing worse for the client than not knowing what's going on. To hold successful feedback sessions, you need to talk to your team first and understand everything about the stats and milestones related to the client. That way, you or your account manager can communicate them to the client in a clear and concise way. And since these meetings are going to be basis for your progress reports, it is better for you to take notes. And this brings us to another important question. How should you organize those progress reports? And this is what we'd like to include. Work done since the last status update, achieved results and milestones, explanations of why things went well or didn't, updates on budget and timelines, and tasks and desired results for the upcoming week. Tip number six is to take advantage of the online tools available. I've linked all my recommendations of this section in the description box below. And now let's see what are the four main tools every agency needs. A project management tool. So you're probably already using one. It's really great for delegating well and keeping track of everything that's going on. Our pick here is Asana, which really facilitates teamwork. Next up, you need a data analytics tool, which will help you not only monitor your agency's work, but also give you graphs and numbers to add to your status reports. So the classic choice here is Google Analytics. But if you want to focus more on behavioral aspects, like what some visitors did on selected website, then Mixpanel is the way to go. The third tool is for automatic website management. As your client list grows, it will become more and more difficult to pay every single website individual attention. So luckily, there are tools that will help you perform group actions and add a bunch of websites to a single dashboard. A great choice here is 10Web automatic website management for WordPress. And definitely you're going to need a video conferencing app. I'm not going to be original here, because Zoom typically works really well. And our final essential tip, the motto of the perfect client expectation management is simply under promise and over deliver. Like in old Italian mafia movies, it is important to keep your promises. And the best way to keep a promise is to promise very little. In this way, your client is going to be wowed if you over deliver, and if you just deliver, it is still going to be fine. And you're going to be an agency of your word. Guys, repeat after me, write it in your notebook, put it on your board or write it on a skyline. Just remember to under promise and over deliver. So guys, hope you liked our seven tried and tested essential tips. If you have any of your own, go ahead and leave us a comment. Also don't forget to hit like and subscribe if you want to find the best tools and approaches that will make your agency shine. Take care and I'll see you in another video.

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