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Don’t Deviate From Your Process

My client gave me an ultimatum


And I don't say that to scare you. I actually really enjoyed working with this client but she wanted me to switch to a system that my team currently does not use (and frankly I HATE) and that if I didn't, she would be giving her 30-day notice.

I tell you this story because it lays out some important lessons to be learned:

  1. Don't deviate from your process. It is currently not in my team's process to use this specific system and that is exactly what I said. No hard feelings, just the truth.
  2. Play the long game. It was not in alignment with what I felt would be the best process for my team as we continue to grow and scale. I could have easily agreed to implement a new system for only this client to make a little extra cash but it doesn't make sense in my long game. I also know that I would agree to it, give it a month or two, and then hate myself for agreeing to it. Anyone else been there?!
  3. Set expectations from the beginning. While she did know the systems we use when she signed on, her feelings of what she wanted to use had changed. And that is OK. You are allowed to grow and change to fit the best practices of your business but also it's important to make sure your future clients know where you stand.

Now, are there exceptions? Of course. Not every client and every situation is the same. But I think it is important to keep in alignment with what you feel is the right thing to do with the tips above.

Your turn, comment below if you have ever run into a situation similar. How did you handle it? What would you have changed if you could go back?

Rooting for you,



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