Working with clients who take weeks to respond can be frustrating. But with a few strategic tweaks to your approach, you can keep things moving. Here are three tips to help you navigate these situations effectively:
1. Set Clear Expectations Early
From the first interaction, set the tone by establishing clear timelines and deadlines. Let your client know what you need from them and by when, explaining how delays could impact their goals. For instance, if you have disclosures to complete or a modification of terms, outline the process step-by-step with specific due dates. Reinforce these expectations in writing so they have a reference point.
2. Use Friendly but Firm Follow-ups
Instead of waiting endlessly, develop a system for regular follow-ups. A friendly yet firm email, text, or call reminding the client about outstanding documents or signatures can go a long way. For example, “Hi [Client’s Name], just a quick reminder about [specific task]. Completing this by [date] helps keep things on track. Let me know if you have questions!” Persistence pays off, but ensure your tone remains professional and empathetic.
3. Offer Solutions for Convenience
Sometimes, clients delay because the process feels overwhelming or inconvenient. Address this by offering easy solutions, such as sending pre-filled documents, providing step-by-step guidance, or scheduling a brief call to complete forms together. Simplifying the process can make all the difference.
By setting expectations, staying proactive, and removing obstacles, you can keep the deal moving while maintaining a positive client relationship. Effective communication is key, even when it feels one-sided!
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