When you first start with a new client always arrange a 10 minute phone call to introduce yourself and go through initial steps, tasks required etc.
Be specific about managing expectations with your client, for example:
- How quickly do they expect you to respond to tasks sent by email?
- Are there certain tasks that can be dealt with by yourself following a set procedure, for example, dealing with new enquiries?
- Are they happy for you to send them a text message if something urgent comes up, or do they get their emails direct to their mobile?
- Does the client want to know how many hours they have accrued during the monthly period, for example, as soon as they hit 5 hours, to make them aware?
- Should you have children to drop off and collect from school, make your client aware that there will be periods of the day when you will not be available.
It is important that you revisit these points at least every 3 months with your client as you build your relationship. Remember working remotely is different, finding a communication method that works well with you and your client is crucial.
Go back to Managing Expectations page