

Client Management Basics: Onboarding Clients & Setting Expectations For Success
Jul 9, 2025
Discover the secrets to effective client onboarding and setting performance expectations. Learn how to tailor your communication style to fit diverse client personalities and technical backgrounds. Explore the delicate balance of managing client relationships in Google Ads, where knowledge can sometimes lead to premature decisions. Gain insights on ensuring long-term client satisfaction by starting off on the right foot. Perfect for anyone looking to enhance their client management skills!
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Understand Client Personality
- Understand clients' personalities to tailor ongoing communication cadence and involvement.
- Knowing how hands-on or communicative a client wants to be builds better relationships.
Kickoff with Discovery Call
- Start client relationships with a discovery call to discuss goals and success definitions.
- Understand client personality to shape communication and set realistic expectations early.
Tailor Communication Style
- Match your communication style and reporting detail to each client's personality and knowledge level.
- Provide data-heavy reports to savvy clients and high-level summaries to more general ones.