The CMO Survey - Highlights and Insights Report - Spring 2024
How to Enchant clients?
1. How to ‘Enchant’ Clients?
Ahsan Saleem
Project Manager-Confiz Solutions
www.confiz.com
September-2012
2. Base Rules
The word ‘Enchant’
First presentation of Enchant series
Expected audience is anyone at Confiz
10,000 PKR cash reward if you prove me wrong
3. Who’s a Client
Internal client
Different departments
Different teams
External client
Buys our services or products
Companies or individuals
Sits thousands of miles away in a different time zone
Depends on us for own profit
4. Why Enchant Clients
Revenue continuity
Business growth
Better market reputation
Opportunity to learn
New technologies
New business domain
Communication skills
Personal/team achievement
5. What Client Wants
Value for money
Quality and quantity of services
A reliable business relationship
And also a good team experience…
Friendly and trustful interaction
Exchange of information
Personal connection
(culture, language, life happenings etc.)
6. Our Enchanting Toolset
Solid engineered code
Business, UI and UX skills
Organizational support
Strategic Communication
7. Enchanting Scenarios
Time of Uncertainty
Time to be Clever Time of Good News
Time of Angry Client Time of Bad News
8. Time of Uncertainty
New client or client team
Beginning of project
Unknown technology domain
Lack of information about business
9. Case-Uncertainty
Client: I have given you little or no requirements. We don’t know
about this technology. How long will you take to finish this job?
Possible Responses:
a) One week
b) One month
c) One year
10. Case-Uncertainty
Correct Response:
Let me ask you some questions, develop better understanding,
explore technology a bit and come back to you…
Means:
a) Not a blind shot
b) Interested in learning
c) Playing smart
11. Time of Good News
Project going quite well
Sprints meeting targets
Engineering code about bug free
Project planning up to mark
Hardees has dropped prices by 50%!!!
12. Case-Good News
Client: How are thing going?
Possible Responses:
a) Fine
b) Awesome
c) We are kicking Software butt!
13. Case-Good News
Correct Response:
We are on track in terms of time. Engineers are efficiently engaged.
Regular test cycles are producing less bugs. Scheduled DB backups are
keeping data safe. You will have an updated release in 2 weeks…
Tells client:
1- We are on schedule and making progress
2- Right number of resources are engaged (cost efficiency)
3- Quality is not comprised
4- Using’ good time’ to market our skills and experience
14. Time of Bad News
Too many bugs in builds
Too much ambiguity in business rules
Technology is not mature enough
Builds are delayed
Server or DB crash/issue
15. Case-Bad News
Client: How are things?
Possible Responses:
a) ‘Silence’
b) You are doomed!
c) Nothing is working and we have no idea why
16. Case-Bad News
Correct Response:
Over all things are fine. We have hit a small issue caused by lack of
understanding of billing module. I have prepared a list of questions so
kindly assist me fixing the problem… – OR
The technology stack we chose might not be best choice because of
these unforeseen reasons. Here are links where a few other teams are
discussing the same issues. I have analyzed the impact on time and
here is a cost estimation of changes. Also, following will be the benefit
of shifting to this new technology in longer term. Here are some more
links … - OR
17. Case-Bad News
Correct Response (continued):
We have lost x amount of data in a crash last night, happened because
of this xyz reason. We have recovered most of the records and still
trying to fix the issue. We have also taken following measures to avoid
this issue in future…
Means:
1- We understand client is not a fool
2- We offer a solution while giving the bad news
3- We learnt a lesson to avoid a similar case again
18. Case-Bad News
What’s the catch in giving bad news?
Build a consent in team and with management first
Controlled amount of information (hell breaking loose is
bad)
Accept a mistake when made one (but smartly)
Discuss with client as a teammate not an outsider
Do not point fingers on anyone – internal or client or his
team
19. Time of Angry Client
We messed something up
Client frustrated by a personal issue
A not so nice email from client
Aggressive conference call with client
20. Case-Angry Client
Client: I am very disappointed in you. Not only you are
incompetent but also stealing me of my money. I want to shut
the project down and make sure you loose your job
Possible Responses:
a) Go to hell!
b) How dare you!
c) I am so scared, please forgive me!
21. Case-Angry Client
Correct Response:
I understand this concern is very important to you and I assure
you whatever happened is a misunderstanding. If there is an
issue, I want to resolve it with you as a team. Your project is very
important to us and I really like working with you in a healthy
and respectful team environment…
22. Case-Angry Client
Means:
1- Showed patience against aggression
2- Create margin of correctness
3- Appreciated his project and experience of working with him
4- Suggested him to keep a healthy tone
23. Tips-Angry Clients
Client sits thousands of miles and many time zones away
Comes from different cultural background
Different work ethics
Is a human so give him margin
Its not personal, its business
24. Case-Time to be Clever
Client: Can you please do me a favor and deliver
this task of 3 days in 1 day?
Your Response:
a) Are you crazy?
b) Even Superman can’t do this
c) NO!
25. Case-Time to be Clever
Correct Response: While we want to meet your expectations, it
is not possible to deliver this specific task in 1 day without
compromising quality and security of system. Here is a break of
sub-tasks that will take 3 days in total
Means:
a) A straight ‘NO’ is quite rude
b) Provide reasons while saying ‘no’ nicely
26. Skype-General Tips
English speaking is a barrier – remove by practice
Prepare for calls – takes notes in advance
Introduce yourself before speaking and say greetings
Do not speak fast and in long sentences
There is no such thing as bad questions
Professional Skype aliases and profile pic
‘Shak33l’ is not ‘Shakeel’
‘CoolBoy86’ is not a cool alias
Make sure voice quality is good
27. Email-General Tips
Review before sending
Fill ‘To’ and ‘CC’ after review
Avoid too many adjectives
Try to be complete and holistic – do not assume awareness
from reader
Avoid basic typos and grammar
Bullets and not long paragraphs
28. Chat-General Tips
Avoid shorthand
‘F9’ is not ‘fine’
‘U’ is not ‘You’
What the heck is ‘ROFL’?
Do not break sentences
I am <send>
working <send>
on build <send>
.. Is not good!
Again think, then write, then review, then send