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Hi Reader! The past few months, I’ve been wrapping up the last MCLEs I needed for my bar license renewal. And one of the sessions I attended was on client communication. Because it’s something all service providers need reminders about. There were two big themes of the session:
Both of these were lessons I noted early on in my “Stuff I’ll Never Do Again” book. The first is obvious: if you have bad news to tell a client, delaying it won’t improve things. (And in some cases, it will make it worse because the client thinks you are trying to hide things from them.) The second one isn’t as obvious. But setting these expectations early will help create a smoother working relationship, save both sides stress and worry, and keep everyone’s inbox a little saner. For example, when I’m working with a client on a contract negotiation, I set the expectation that I’ll update you within one business day of talking to the other side. Because I want to keep the momentum going. But when I’m helping someone with a trademark, I set the expectation that the USPTO won’t take any action on their application for months. And so they should assume that everything is progressing as planned unless I tell them otherwise for the first several months. (I give them an exact number of months in the email based on the current USPTO processing times.) After that, I tell them I’ll pop in every month or so with a no movement email or an update. I send these quick emails right after I check the USPTO database, and they make the client feel like I’m looking out for them, even if there isn’t any progress. If you only have 20 minutes this week, the task above is the most important thing to do. But if you have a little more time, keep reading. Chat soon,
Other things on my radar...
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