How To Lose A Client In 10 Ways
“You killed our love fern!” - Andie
My husband, Jeff, was away last week making poor life choices with his high school buddies, which meant I could make some poor chick-flick choices. I settled on “How To Lose A Guy In 10 Days” cause, well, you know, the intellectual content. Either that or because Matthew McConaughey is in it…
What I realized - other than the two stars are extraordinarily attractive - is that there are so many parallels to how we find, court and nurture our client relationships. We are often “losing the client” for the same reasons romances fall apart.
So here is my How to Lose A Client in 10 Ways list. The list has links to how my templates can help you fix up your loses - I’m super helpful that way🤣🤣🤣.
We use lousy apps to find clients and have overlooked in-person ways to meet them.
We have no idea what we want our firm and life to look like or have defined our goals.
We haven’t qualified what we are looking for in clients, which leads to “picking up” the wrong ones and possibly seeming desperate and clingy.
We make them guess our love language and communication style.
We fail to communicate well, either by over-communicating, under-communicating or using the wrong apps to make the new relationship experience harmonious.
We move too quickly in the relationship without learning about them fully in a kind and organized way.
We commit without knowing the full state of their finances.
We allow ourselves to continue in broken patterns and find ourselves too deep in the relationship.
We don’t check in on how the other person is feeling once we are committed.
And finally, we don’t end things even though you no longer align or it has gotten ugly.
The key to not “Losing A Client In 10 Ways” is prioritizing the early stages, even before begin dating. Know what you want in life, how you want to communicate and who you want to bring into your world.
A note to last week’s article, “Thank You For Doing What You Were Supposed to Do” - guess who I didn’t expressly thank? All of you!
I appreciate you subscribing to my newsletter, purchasing my templates, engaging me for consults and having Calmwaters do your firm’s books. I am grateful for every bit of your business and engagement!
This is my last note to you until I land in your inboxes on January 8, 2025, with the first of a three-part series, “Kellie’s Top 5 for 2025”: Apps, Communities and Workflow Tips.
I wish you a joyous and prosperous 2025.
Kellie :-}
On a deeply personal note, I want to share with you that our daughter is sober 4 years today. After 15 + years of being deeply committed to a relationship with alcohol, she kicked her addiction and all the messiness that goes along with it. She has a business which she is as committed to as she was to alcohol, and our hearts burst with joy. As she told me this morning, she is happy we now lose sleep over her business rather than her life and her liver, as are we. I share this with you because as we close out 2024, I thought a story of success, even in the direst of situations, may give some of you hope for what you and your loved ones may be enduring.
My “door” is always open if you want to talk.
