Anyone who has been in business for a meaningful length of time has encountered the “difficult client.” Of course, this moniker can be attached to a variety of individual habits and behavioral attributes, running the gamut from minor quirks and annoying predilections to full-blown pathologies. The reality is, if you want to stay in business, developing the skills and techniques to mitigate or otherwise counteract “difficult” behavior is vitally important and will affect your bottom line.
Following are 10 time-proven techniques and approaches that have passed muster with the Zentropist and provided some measure of succor when confronting less than cooperative yet paying clients:
- Set Expectations Early (And Often). This cannot be overstated. Even during the courtship phase, a service provider must be forthright and honest in what the client can expect in terms of resources, deliverables and energy expended in service of the project. And your word must be your bond. Individuals and companies that promise the moon to make the sale and then treat the fulfillment process as an afterthought are courting rancor and bad juju. And quite frankly, they deserve it.
- Define Your Deliverables. Attention to detail is extremely important at every stage of the process. It’s essential that you are very clear about what it is you (or your representatives) are selling and what you intend to deliver. I’ve seen numerous companies get themselves into hot water by failing to adequately utilize inclusionary and/or exclusionary language when listing a product they intend to create. For example, The Huffington Post is a blog. So is Tao of the Zentropist. You’ll brook no argument from me that the scale, scope and corresponding expenses of the two are radically different. And budgets aside, if a client expects to receive a deliverable listed as a “blog” with no further description of its functionality, there’s a good chance they’ll be looking for all of the bells and whistles that you failed to account for.
- Clear Communication Trumps Head in the Sand. We all know the adage about killing the messenger. Nobody likes to deliver anything but good news. Yet sometimes this is necessary. A large number of projects start to go downhill and coast rapidly towards failure due to the inability of stakeholders to openly communicate, address issues as they arise, and find solutions that are agreeable to all. Don’t make this mistake. Provide updates to your client in writing, at least on a weekly basis, and if need be, on a daily one. Problems generally don’t solve themselves or otherwise go away. Deal with them and move on.
- Report Progress and Impediments Equally. Consider this one a corollary to #3 above. While it’s important to acknowledge the success in achieving stated objectives and milestones, if a project is facing delays (regardless of the cause), figure out what can be done to get things back on track. This isn’t about assigning blame (at least not at the outset), but dealing with a factual reality (i.e. “We’re behind schedule”) and finding ways to correct course. Such proactive behavior helps negate the argument down the road that you were aware of things going sideways but failed to act in a timely manner or otherwise alert the client.
- Tie Payments to Progress Milestones and/or Hard Dates. Depending on the scope of the project, anticipated duration, risk assessments and other considerations, a service provider is likely to only secure a percentage advance on total fees due. While in some situations, “half up front and half upon delivery” may work from a cash flow and risk perspective to both parties, this is not always the case. If you are concerned about a client possibly unreasonably holding back fees or causing delays in delivery due to indecisiveness or failure to provide feedback in a timely fashion, you may want to consider developing a payment schedule which calls for more frequent payments tied to key milestones in the schedule, with a hard date attached as well. For example, “25 percent of fees are due upon delivery of preliminary draft of narrative or by [insert desired date], whichever comes first.”
- Put Yourself in the Client’s Shoes. When negotiating or even debating, it’s a recommended practice to look at the situation from the other party’s perspective, to understand what their concerns and agenda are likely to be and to place yourself in a position to counter these as necessary. Understand that as a service provider, you may be an unknown variable to the buyer, who may be risking substantial capital, time and opportunity in engaging your services. Showing some empathy can go a long way in earning trust and breaking down barriers, especially if the client has been burned before. And remember, if you walk a mile in someone’s shoes, at the end of it you’ve gone a mile and you’re wearing their shoes.
- Sometimes Listening Wins Converts. One of the hardest lessons for most of us to learn is the art of active listening. Actually paying attention to what another party is saying without interruption or immediate judgment. Try it sometime. Many people who are perceived as “difficult” may be that way because of insecurities or because they feel unheard. By listening to them, you will gain valuable insight, which may in turn provide leverage in managing them. The majority of people love to talk about themselves. Let them.
- The Customer is Always Right – Until They Are Not. It’s a delicate balancing act, when a client becomes demanding or feels entitled to things that were never part of the agreement. Sometimes in the spirit of goodwill and cooperation, you bend, as a willow does in a storm. But with that being said, if you allow yourself to be walked on and taken advantage of, invariably that’s exactly what will happen. It’s perfectly fine to give a client enough rope to hang themselves — and once they’ve done so, you can extricate them without gloating and educate them as to the error of their ways. Your mileage may vary in the application of this axiom, so use it judiciously.
- Know Where “The Line” Is – And Have a Plan if Crossed. As service providers, we all have different thresholds for risk and pain. Make sure you understand where yours is for a particular project and have a contingency plan in place to deal with the situation if the Rubicon is crossed.
- Know When to Walk Away – And When to Run. While it’s debatable whether Kenny Rogers knows good chicken or not, he nailed this premise in his lyrics to “The Gambler.” Sometimes a client will simply prove to be impossible to deal with (see #9) and there’s simply no reasonable way of completing the project and retaining your sanity or any semblance of profit margin. It’s always a good idea to have a contract that provides language to allow both parties to give notice and walk away from the deal if necessary, and if there comes a time that you need to invoke this clause, that’s why it’s there.
While we all hope to have long, financially lucrative careers that avoid the necessity of interacting with troublesome personalities, it’s best to be prepared for the latter, especially in pursuit of the former. Understanding what makes a client difficult and how to manage them is an art in of itself, and one worth mastering in the course of business.




On (Office) Politics
Tags: business ethics, business philosophy, Machiavelli, office politics, The 48 Laws of Power
“War is a continuation of politics by other means…”
Carl von Clausewitz
A few days ago, while performing research on another unrelated matter, I stumbled across an interesting article written by Don Tennant on IT Business Edge entitled, “10 Reasons to Avoid Office Politics.” While I admire the spirit in which the article was written, and actually agree with Don’s reasoning (which was written in response to information on Salary.com encouraging the practice of office politicking in order to get ahead), as a pragmatist I believe that holding oneself aloof from office politics, as well-intentioned as it may be, can seriously backfire and like it or not, acquiring the skills to outmaneuver those that resort to this practice is part of one’s job (and even life) survival toolkit.
POLITICS IN THE WORKPLACE – IS PARTICIPATION REALLY OPTIONAL?
While office politics may take many forms, more often than not the most insidious and subversive expression of this “great game” is the back-biting and hard feelings engendered by playing different people, if not entire departments, off of each other in order to realize some personal agenda or gain. Sometimes this is done to mark one’s territory or to curry favor with others (typically of higher rank and authority) within the organization, but sometimes it’s done for the perverse pleasure of sowing chaos to underscore one’s “importance” or to position oneself as a “broker” of favors, with the full expectation that payback (with interest) will be expected in the future.
While it’s not necessarily true in all instances, some of the most adept and accomplished office politicos tend to be those who are most inept, incompetent and eager to shirk responsibilities by assigning these tasks to others in order to cover for their shortcomings. Typically, these people have well-developed office survival skills and have learned how to manipulate corporate bureaucracies or enjoy favored status with higher-level management, which is why they manage to flourish even if harder-working and more accomplished employees could outperform them if given the opportunity. While we typically like to believe that workplace promotions are based on merit, even in environments where hard metrics and incisive performance evaluations are utilized, allowing one’s “soft skills” to atrophy can blemish and otherwise distinguished history of accomplishments.
COUNTERMEASURES WHEN DEALING WITH WOULD-BE MACHIAVELLIS
One of the most challenging situations to deal with in a workplace environment is when a co-worker, especially one with longer tenure or more prestige and power in the organization, is working behind the scenes to discredit you or actively sabotage your efforts. While perhaps many are familiar with “The Prince” by Machiavelli, which is arguably one of the earliest literary works to address realpolitik, a more recent book which contains a great deal of wisdom (and admittedly, perhaps a healthy dose of cynicism about the human condition) regarding relationships is Robert Greene’s “The 48 Laws of Power.” Among the laws that Greene advances are the following:
And if you’re seeing a certain pattern beginning to emerge, bear in mind these are merely the first four of his laws! With that being said, I do believe there is a context which must govern the application of these “laws,” and in relationships where true openness and honesty are expected and desired (if such a thing is indeed possible), those who abide by these rules are really “stacking the deck” and not living up to such lofty ideals.
While many of us would tend to be inclined to take the moral high ground and condemn Greene’s observations on how to wield power, there is an argument to be made that when dealing with people that act without scruples, or seek to deceive others through outright fabrications or lies of omission (which they may believe to be harmless, but seldom are), it is morally acceptable and even defensible to deflect their energies and stratagems back at them. For example, if dealing with someone in a position of authority that has raging insecurities, the worst thing one can do is threaten their authority or position, even if unintentionally, by outshining them or failing to call attention to the correctness and efficacy of their actions.
THE POWER TO DICTATE ONE’S FUTURE
There is little doubt in my mind that among the keys to satisfaction with one’s career and working life is to continuously build upon one’s skills in both breadth and depth, while hopefully aligning these with one’s interests and fundamental passions, but we must also accept the fact that in challenging economic times, many people must resort to not necessarily, “Following their bliss” but simply working to survive.
In an “employer’s market,” workers that lack sufficient interpersonal skills, which include the ability to be cunning and perhaps quite circumspect when necessary, may find themselves outmaneuvered by those more willing to engage directly in subterfuge or outright deception. While it’s relatively easy to condemn politics in the workplace, escaping it is probably a chimera, and staking one’s future on illusory beliefs is a poor strategy indeed…