DiscoverProject Management MattersManaging Expectations & Building Trust in Client Relationships
Managing Expectations & Building Trust in Client Relationships

Managing Expectations & Building Trust in Client Relationships

Update: 2025-05-06
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Description

2 - In this episode, Project managers Camila and Cristian dive into the essentials of expectation management and trust-building in agency settings. From running a discovery phase to maintaining transparency, they share battle-tested tactics for navigating client dynamics, earning trust early, and keeping it for the long haul.

Watch the full episode here!

You’ll Learn

  • How to run discovery sessions that reveal true client needs
  • Why clear timelines and transparent communication matter
  • Tactics for building credibility and demonstrating competence
  • How to be authentic while staying professional
  • The impact of consistency and responsiveness on trust
  • Ways to handle difficult client dynamics effectively

Key Takeaways

  • Listen first. Don’t default to one-size-fits-all solutions
  • Educate clients to align expectations early
  • Communicate proactively, especially when things go wrong
  • Personal connection builds rapport beyond project tasks
  • Trust is fragile. Follow through or risk losing it
  • Calm delivery + hard work behind the scenes = client confidence
  • Strong onboarding lays the groundwork for lasting partnerships

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Managing Expectations & Building Trust in Client Relationships

Managing Expectations & Building Trust in Client Relationships

Flowium