Eight questions every professional should ask when taking new work instructions

When talking to clients of professional services firms, one of the most common issues they raise is that their providers don’t always deliver what it is they are expecting. It’s very easy to listen to a client’s brief, assume you understand their requirements, and to go off and do the work but I strongly believe that, in order to avoid misunderstandings (and often huge frustrations on both sides) professionals need to ask questions to clarify their client’s needs at the outset.
While you should never ask anything that you could find out from the client’s website or other publicly available information, the questions below will go a long way to avoiding mismatched expectations:
  1. What outcome are you looking to achieve?
  2. How important is this work to you/your organisation?
  3. What’s your deadline for this work?
  4. What are you looking for from us? All the options or our recommendation?
  5. What’s your budget for this work?
  6. Do you need to present the advice to anyone internally?
  7. Will you be our key contact on this matter?
  8. How frequently would you like progress updates and what format would you like us to communicate these in (e.g. face-to-face, phone, email)?
What other questions do you think professionals should ask their clients when taking new instructions? 
Do you have any examples of how doing this has helped your business? 
Specialising in professional services and law firm marketing. I help firms to retain and grow existing clients and attract more of their ideal clients. My core services include social media for lead generation, voice of the client programmes and tender strategy and development. Outside of work I love to run. I’m a bit like Forest Gump in that I’m not that quick but can keep going for ages. I also enjoy coming up with new inventions. Unfortunately, most of them have already been invented! | * Professional services marketing consultant | * Legal marketing consultant | * Law firm marketing consultant