Agency Blueprint

Season 6 | Ep 67 | Setting Client Expectations for Long-Term Success


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Expectations are the foundation of the relationship between you and your client, so make sure you set the appropriate expectations from the start. Do not oversell or overpromise so you can have a long-standing relationship.  

In this episode of The Agency Blueprint, I talk about client expectations and how to set them clear from the start to establish a long-lasting relationship. I also explain the importance of ensuring you and your client are the right fit for each other for the success of the project.  

Listen in to learn about setting measurable goals and more in this episode.  

Key Questions:   

  • How do you ensure your client’s expectation exceed and the client is happy? (1:05) 
  • How qualified is a prospective client to be your right fit? (6:09) 
  • What do you need to know and understand about the project and your role in executing it? (9:18) 
  • Do you have the expertise to accomplish the end goal, and what it’s going to take? (9:53) 

What You’ll Discover: 

  • How to set your client’s expectations right from the beginning for success (0:48) 
  • Make sure you’re auditioning the client to pick the right one for them (6:09) 
  • The importance of spending time to understand the project [7:55] 
  • How to ensure you can accomplish your client’s end goal (9:53) 
  • Have defined inclusions and exclusions to ensure the project is a success [13:06] 
  • Don’t be afraid to set measurable goals for both your and your client’s benefit [14:40] 
  • Set some space in your timeline to enable you to complete the project [17:41]

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Agency BlueprintBy Robert Patin

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