Strategies for Client Project Meetings

Stuck in an endless loop of client changes? Lost track of what revision this constitutes? Yeah. Been there. Done that. The secret? It's not about saying no. It's about saying yes to the right things upfront. Every project that goes sideways starts the same way: Vague agreements. Fuzzy boundaries. Good intentions. Six weeks later you're bleeding money and everyone's frustrated. Here's my framework after 30 years of running two 8-figure businesses: The SOW is your salvation. Not some boilerplate template. A real document that covers: • Exact deliverables (not "design work" but "3 homepage concepts, 2 rounds of revisions") • Hours of operation ("We respond M-F, 9-5 PST. Weekend requests get Monday responses") • Revision rounds spelled out ("Round 1 includes up to 5 changes. Round 2 includes 3.") • Feedback cycles defined ("48-hour turnaround for client feedback or the project may be delayed or additional fees may be incurred") But here's what most people miss— Don't work on client notes immediately. Client sends 37 pieces of feedback at 11pm Friday? Producer sends conflicting notes from the CEO? Marketing wants one thing, sales wants another? Stop. Collect everything first. Resolve the conflicts. Get on the phone and discuss it with your client to get alignment. Separate the "have to haves" from the "nice to haves". Then present unified changes. "Based on all feedback received, here are the 8 changes we'll implement. This constitutes revision round 2 of 3." Watch how fast the random requests stop. No extra work that goes unappreciated. No more feelings of being taken advantage of. Communicate before the crisis, prevents the crisis from happening. "Just so you know, we're entering round 2. You have one more included. After that, it's $X per additional round." No surprises. No awkward money conversations. No resentment. Scope creep isn't a them problem. It's a you problem. And that's good news, because that means you are in control. They're not trying to take advantage. They just don't know where the boundaries are because you never drew them. Draw the lines early. Communicate them clearly. Everyone wins. What's your most painful scope creep story? What boundary would've prevented it? Small Business Builders #projectmanagement #clientmanagement #businessgrowth

Stop answering what's asked, Answer what's meant instead: When someone asks, "How's the project going?" most respond, "It's fine." But great leaders know this surface-level question masks deeper concerns: • "Should I be worried?" • "Are we meeting our goals?" • "When will I get the next update?" • "Do you need help?" Surface-level responses miss opportunities to: • Build trust through transparency • Provide actionable clarity • Demonstrate ownership • Address unspoken concerns Worse, vague answers breed doubt, cause churn, and trigger unnecessary escalations. Here's what to do instead: 1/ If you know the person: Use your understanding of their concerns and priorities. For example: • “It’s on track. We’re dialing up milestone M1 on Tuesday as planned. Our next status update is scheduled for Wednesday.” 2/ If you don’t know the person well: Provide an answer and invite clarity (demonstrates ownership). For example: • “The project is on track for delivery by XX/YY, and I’ve attached our latest bi-weekly update. Are there specific areas or concerns you’d like me to address?” Answering the question behind the question is a leadership superpower. PS: Questions are icebergs—90% lies beneath the surface. --- Follow me, tap the (🔔) Omar Halabieh for daily Leadership and Career posts.

One of the most gratifying parts of my role is interacting with clients and the investors we serve - in addition to Capital Group associates - around the world. Both cohorts make me smarter, inform my outlook for the industry, and help influence where Capital is headed as an organization.    A colleague of mine recently asked me how I prepare for so many meetings, specifically for clients around the globe. I’ll share with you what I shared with him:   1. Over-prepare (and then prepare again): There is no substitute for doing the hard work before you ever step foot in the room. I want to know as much as I can about what our client truly cares about and what challenges they face. Whether it’s an advisor meeting or a large institutional client, thorough preparation opens the door for deeper conversations. I also think doing the prep work is showing respect for our clients’ valuable time. 2. Be present: My focus and attention are on the client and only the client. The definition of a good client meeting is whether or not they found the meeting to be valuable. 3. Be genuine: If you’re reading off a script, you’ve already lost the opportunity to build a real connection. Be open, transparent, genuine, and imperfect. Over-preparedness lets you leave the briefing document behind so you can be in the moment for the client. 4. Follow-Up: Easy to say, hard to do consistently if you’re not passionate and disciplined about doing it.   Everyone has their own process. I don’t claim mine is any better, but it works for me, and most importantly – it’s meant to be impactful for our clients. #CapGroupGlobal

We all know people who can disagree in a way that has others listen, consider their perspective, and feel respected. We also all know people who disagree and blow up the room -- and their relationships. (I am usually coaching a few of those folks at any given time.) In my latest Psychology Today article, I explore how to become what I call a "respectful rebel"-- someone who knows how to voice dissent constructively, leading to successful outcomes and contributing to healthy relationships.. Here are five practices with examples of what to say (and what not to say): 1. Ground feedback in shared purpose Say: "Because I care about the client experience, I'm concerned about..." Not: "This approach completely ignores what our clients need." 2. Time your dissent wisely Say: "Before we finalize this decision, can I offer a different perspective?" Not: "I knew this wouldn't work." 3. Ask instead of attack Say: "How do you see this impacting our frontline team?" Not: "This will overwhelm our staff and they'll all quit." 4. Mind your tone Say: "I see it differently and would like to share my thinking" Not: "That approach makes no sense and won't work here." 5. Check your motive Ask yourself: "Am I speaking up to contribute—or to be right?" The difference between helpful disagreement and harmful pushback often comes down to intention, delivery, and timing. How do you know if you're a Respectful Rebel or a Rude one? Watch what happens after you speak. If people engage with your ideas, ask questions, and the conversation deepens, you're doing it right. If people get defensive, go silent, or the energy drains from the room, it's time to recalibrate. Link to article in the comments.

𝗢𝗻𝗲 𝗯𝗶𝗴 𝗺𝗶𝘀𝘁𝗮𝗸𝗲 𝗺𝗼𝘀𝘁 𝘀𝗲𝗿𝘃𝗶𝗰𝗲-𝗯𝗮𝘀𝗲𝗱 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀𝗲𝘀 𝗺𝗮𝗸𝗲? They don’t set expectations clearly. (And it costs them trust, time, and retention.) Here’s what happens: You sign a new client. They’re excited. You’re excited. Everything feels aligned. But weeks in—they’re frustrated. Not because you didn’t deliver. But because they thought you’d deliver something else. Faster. Bigger. More frequent. More involved. And now you’re stuck explaining. Clarifying. Defending. The truth? 𝗜𝗳 𝘆𝗼𝘂 𝗱𝗼𝗻’𝘁 𝘀𝗲𝘁 𝘁𝗵𝗲 𝗲𝘅𝗽𝗲𝗰𝘁𝗮𝘁𝗶𝗼𝗻𝘀 𝘂𝗽𝗳𝗿𝗼𝗻𝘁, 𝘆𝗼𝘂𝗿 𝗰𝗹𝗶𝗲𝗻𝘁 𝘄𝗶𝗹𝗹 𝗰𝗿𝗲𝗮𝘁𝗲 𝘁𝗵𝗲𝗶𝗿 𝗼𝘄𝗻. I learned this the hard way early in my journey. 𝗢𝗻𝗲 𝗰𝗹𝗶𝗲𝗻𝘁 𝗲𝘅𝗽𝗲𝗰𝘁𝗲𝗱: → Daily strategy updates → Creative direction → Hands-on execution → Basically... everything but my signature Meanwhile, I thought I was hired for one defined deliverable. Neither of us was wrong—we were just never on the same page. So at my agency, we changed that. To solve this, we now create detailed 𝗖𝗹𝗶𝗲𝗻𝘁 𝗣𝗲𝗿𝘀𝗼𝗻𝗮 𝗗𝗼𝗰𝘂𝗺𝗲𝗻𝘁𝘀. 𝗧𝗵𝗲𝘆 𝗶𝗻𝗰𝗹𝘂𝗱𝗲: → Exactly what’s expected (and what isn’t) → Preferred communication style → Scope, cadence, outcomes And we walk through it all during the 𝗼𝗻𝗯𝗼𝗮𝗿𝗱𝗶𝗻𝗴 𝗰𝗮𝗹𝗹—no assumptions. 𝗜𝘁’𝘀 𝗰𝗵𝗮𝗻𝗴𝗲𝗱 𝗲𝘃𝗲𝗿𝘆𝘁𝗵𝗶𝗻𝗴. → Projects run smoother → Clients feel heard → Boundaries are respected → And expectations are mutual—not imagined Clarity isn’t optional. It’s foundational. 𝗔𝗹𝘀𝗼, 𝗜 𝗮𝗺 𝗼𝗻 𝗮 𝘀𝘁𝗿𝗲𝗮𝗸 𝘁𝗼 𝗽𝘂𝗯𝗹𝗶𝘀𝗵 𝗱𝗮𝗶𝗹𝘆, 𝗮𝗻𝗱 𝘁𝗼𝗱𝗮𝘆 𝗶𝘀 𝗗𝗮𝘆 𝟭𝟰𝟯/𝟯𝟱𝟬. 𝗣.𝗦. 𝗜 𝗵𝗲𝗹𝗽 𝗳𝗶𝗻𝗮𝗻𝗰𝗲 𝗰𝗿𝗲𝗮𝘁𝗼𝗿𝘀, 𝗳𝗼𝘂𝗻𝗱𝗲𝗿𝘀, 𝗖𝗫𝗢𝘀, 𝗮𝗻𝗱 𝗰𝗼𝗮𝗰𝗵𝗲𝘀 𝗴𝗿𝗼𝘄 𝗼𝗻 𝗟𝗶𝗻𝗸𝗲𝗱𝗜𝗻 𝘄𝗶𝘁𝗵 𝗽𝗼𝘄𝗲𝗿𝗳𝘂𝗹 𝗰𝗼𝗻𝘁𝗲𝗻𝘁. 𝗗𝗠 𝗺𝗲, 𝗮𝗻𝗱 𝗹𝗲𝘁’𝘀 𝗺𝗮𝗸𝗲 𝗶𝘁 𝗵𝗮𝗽𝗽𝗲𝗻.

Most meetings don’t fail in the room. They fail before they start… and after they end. A meeting is not a 60-minute calendar block. It’s a process with 3 stages: Before. During. After. If you fix these, meetings become productive instead of performative. 1. Start with a written purpose (Before) If the meeting objective cannot be written in one clear sentence, cancel it. Bad: “Let’s discuss the project.” Good: “By the end, we will decide X and assign ownership for Y.” No purpose = no meeting. 2. Invite only owners, not spectators (Before) Meetings are not webinars. If someone is not: Deciding Contributing critical input Owning an action They don’t need to be there. Fewer people = faster decisions. 3. Share material in advance (Before) Meetings are for discussion and decisions, not silent reading. If people are seeing slides for the first time in the meeting, you’ve already lost half the time. Send pre-reads. Expect people to come prepared. 4. Run the meeting like a decision factory (During) Every agenda item must end in one of three outcomes: Decision made Action assigned (with owner + deadline) Explicitly parked If conversation is interesting but going nowhere, park it. Meetings are not thinking-out-loud therapy sessions. 5. Close the loop fast (After) The real work starts when the meeting ends. Within 24 hours, share: Decisions taken Actions, owners, deadlines What was parked If follow-ups are not tracked, meetings are just expensive conversations. A good meeting starts before the meeting and ends long after it. Preparation creates clarity. Follow-up creates results. Everything in between is just facilitation. Are you running or ruining your meetings? Which one of these tips makes most sense to you? ++++ I try to share practical, direct, no “cute crap" work/career tips. Follow me at Anshuman Tiwari and press the bell icon twice on my profile to get notifications when I post.

Just got off a call with a client, and something clicked. She asked, "Vikram, how do I know if my CXO conversation was successful?" It got me thinking—how do we measure success in these high-stakes meetings? Here are 3 simple questions to reflect on after your next CXO conversation: 1. Did the client feel uplifted? After your meeting, did they walk away feeling energized and valued? 2. Are they bringing others into the fold? Are they inviting more senior stakeholders to future meetings because they see the value in what you offer? 3. Did you spark curiosity? How many times did you hear, "Wow, I didn’t know that," during your discussions? During our chat, we dug deep into the importance of executive presence in these crucial moments. When you're in the room with a CXO, it’s not just about showcasing your company’s offerings—it’s about creating a lasting connection. Too often, leaders get caught up in pushing their own agenda, leading to conversations that fall flat. But what if we flipped the narrative? Imagine these meetings as opportunities to not only present but also to shape your client’s future success. Here are 3 powerful strategies to make your next CXO conversation memorable: 1. Lead with Warmth: Use emotions to create a space where your client feels genuinely understood. When they sense your authentic care, true collaboration begins. 2. Deliver Unique Insights: Go beyond the pitch—offer insights that help your client achieve their goals. That “Wow, I didn’t know that” moment? That’s your differentiator. 3. Keep it Simple: Cut through the noise by focusing on what matters to your client. Instead of diving into technical details, frame your conversation around their unique challenges and goals. Focus on telling a story that resonates. Show them how you’ve helped others overcome similar challenges. Balancing confidence with approachability is no easy feat, but it’s essential in CXO conversations. It’s not just about what you say—it’s about how you show up, whether in a virtual meeting or the boardroom.. Finally, in today’s business world, executive presence isn’t just a skill—it’s a necessity. Whether you’re engaging with C-suite executives or driving strategic initiatives, it’s your executive presence that will help you build meaningful, lasting CXO relationships. Be The Star. #Leadership #ExecutivePresence #CXOConversations #ClientEngagement #StrategicCommunication #RelationshipBuilding

How often do you introduce your team members to your clients? A while back, I was leading a project for a major client. Things were going smoothly, but I noticed there was a bit of a gap in communication between our team and the client. It wasn't a major issue, but I knew it could be better. So, I decided to set up a meeting where I brought our key team members face-to-face with the client. The impact was immediate. Seeing our team's expertise and dedication firsthand, the client gained a deeper trust in us. They appreciated knowing the faces behind the emails and reports. Moreover, our team felt more valued and motivated, knowing that their contributions were recognized and respected. It's not just for formality; it's a strategic move that can strengthen relationships and drive success. But do not make the mistake of having this introductory call on a random Tuesday: - Before the meeting, ensure your team is briefed on the client's needs, expectations, and any relevant background information. This will help them feel confident and ready to engage. - During the introduction, encourage team members to share a bit about themselves, their roles, and their passion for the project. This personal touch goes a long way in building rapport. - Showcase each team member's expertise and how it contributes to the project's success. This not only reassures the client but also boosts team morale. - Foster an environment where both the team and the client feel comfortable asking questions, sharing insights, and addressing concerns. Transparent communication is the key to build that trust. It's a small investment of time that yields significant returns in terms of trust, loyalty, and overall project success. Do you practice this with your team members and clients? #teambuilding #entrepreneur

An Exec Assistant taught me one of my favorite practices, and it helped me win a two-year deal with a Top 5 insurance SVP (# 266 on the Fortune 500). Here's how it works: 1/ Set your calendar invite to start at :05 after 2/ Attach an exec summary / 1-page business case 3/ Let their EA know there's a pre-read in the invite The reason this works? → One, ever notice execs join your call a couple mins late anyway? That’s because they’re often rushing in from another meeting, thinking, “Why am I in this next meeting again?” Searching their inbox for context on what it’s about. Put the answer right there in the invite, with space to read it. Related: → Second, execs are sharp. They think clearly, know what they want, and will process written information WAY faster than the pace of a typical sales conversation. Sharing a pre-read — without expecting "homework" to be done before — jumps you right into their feedback. But for this to work? Your exec summary/biz case can't be a 30-slide branded deck. That triggers a "eh, another vendor selling me stuff" thought. Here's what to do instead: https://lnkd.in/gYDY6CzY

Ever been thrilled to kick off a new coaching or facilitation project, only to have things unravel before your eyes? You’ve got the green light, your client’s excited, you’re excited... and then: 😬 Deliverables turn into moving targets. 🫨 Tasks start sneaking into the scope. 🙄 Communication becomes reactive. 🙄 And somehow, you're doing more than you signed up for. Sound familiar? These issues can lead to frustrated clients, strained relationships, and results that don’t reflect your expertise. Worse, you’re left questioning your own abilities. The root cause? Poorly initiated projects. The fix? A rock-solid kickoff meeting. Here’s how I run mine to set the stage for smooth sailing: 1️⃣ Set the agenda and introduce the team. Share the agenda in advance so everyone’s prepared. A quick intro sets a collaborative tone. 2️⃣ Review the project overview. Revisit the high-level goals and objectives. Frame it as a partnership—you’re in this together. 3️⃣ Explore hopes and fears. Ask what success looks like for the client, but also what could go wrong. Addressing fears early helps build trust. 4️⃣ Create a risk and opportunity register. Most people track risks, but don’t stop there. Highlight opportunities to amplify success—maybe another internal initiative aligns with your work. 5️⃣ Revisit the timeline. Pull the timeline from your proposal and check if it still works. Revise as needed and confirm key milestones. 6️⃣ Discuss team culture and expectations. How do you want to work together? Align on communication styles and ways of working to avoid surprises later. 7️⃣ Define next steps. End with clarity: What happens next, and who’s responsible for what? 💡 Pro tip: Send pre-work in advance, like a draft risk/opportunity register. The meeting should refine, not start from scratch. The result? ✅ Clarity ✅ Alignment ✅ stronger relationships. A well-run kickoff leads to happy clients, repeat business, and—you guessed it—referrals. Start strong, finish stronger. ~~ ✍️ What’s one thing you always include in your project kickoff? Let me know in the comments! 👇