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How to ‘Enchant’ Clients?

          Ahsan Saleem
   Project Manager-Confiz Solutions
           www.confiz.com
           September-2012
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
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
Why Enchant Clients
   Revenue continuity
   Business growth
   Better market reputation
   Opportunity to learn
       New technologies
       New business domain
       Communication skills
   Personal/team achievement
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.)
Our Enchanting Toolset
   Solid engineered code
   Business, UI and UX skills
   Organizational support
   Strategic Communication
Enchanting Scenarios
                    Time of Uncertainty


Time to be Clever                         Time of Good News




     Time of Angry Client           Time of Bad News
Time of Uncertainty
   New client or client team
   Beginning of project
   Unknown technology domain
   Lack of information about business
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
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
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%!!!
Case-Good News
Client: How are thing going?


Possible Responses:
a)   Fine
b)   Awesome
c)   We are kicking Software butt!
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
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
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
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
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
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
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
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!
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…
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
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
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!
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
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
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
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
Thank You!

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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