Setting Expectations For Success

So much time is wasted resolving issues with clients that could have been avoided if the right expectations were set in the first place. Setting expectations will not only give your clients clarity but it will also help you hold yourself accountable. We walk through some ideas and examples on how to do this in the video above.

Here is a quick list of items you should set expectations for and communicate to your clients at the beginning of any process:

  • Consultations. What will the process look like and what are next steps?
  • Marketing plan. What does it look like and how will your clients know when something is executed?
  • Weekly updates. What day each week will this take place and what communication method will be used?
  • Feedback from showings and open houses. Will you provide feedback immediately after and when can more detailed feedback be expected?
  • Scheduling home tours with buyers. What homes will be toured? In what order? What time are the appointments?

These are just a few examples, do not hesitate to add more items to your list of expectations. Another trick in managing expectations and controlling the process is to leave every meeting with another meeting scheduled. Be sure that the reason for the meeting - which could be a phone call or in-person meeting - is clear to everyone. Book it on the calendar now to avoid the back and forth communication on scheduling something later.

Another very important action is follow up. Make sure you follow up each meeting, marketing action or other step along the process with a quick recap email. Outline what occurred, highlight any questions that arose, any solutions that you can provide or have already provided, and explain the next steps.

This may seem like a lot to manage but by taking action to set expectations and follow up you will remain in control of the process and your calendar. It will reduce confusion among your clients and save you boat loads of time answering requests for updates.