Artwork for podcast Strategy and the Virtual Controller
Say (YES to saying) No to new clients**
Episode 5028th February 2023 • Strategy and the Virtual Controller • Penny Breslin & Damien Greathead
00:00:00 00:35:34

Share Episode


We're trying to keep it positive here at Strategy & the Virtual Controller, and today we're discussing saying no to new clients at this time of the year. Of course there's new business to be won at this time of year, but are you set up to onboard clients and get the work done successfully?

If not, then just say no. Most firms will fall into this category. Saying yes, just puts unnecessary stress on the team, on the systems and on you (and likely your loves ones). So just say no. Your team will appreciate you all the more for it.

If saying no to new business is such a foreign concept, then go ahead and say yes, but yes with caveats**. We will take you on, but you're going on extension and we'll schedule your work for June. How does that sound?

It's a stressful time of year for you, your team and your clients. Don't put undue pressure on the team, and manage your clients expectations. Open and honest communication is what it's all about. With plenty of advanced notice your clients will understand, and hopefully with plenty of advanced notice, won't put you in the sticky situation in the first place🤞🤞🤞.

To ask us any questions or share any feedback, please connect with us on LinkedIn or Twitter. And remember to rate us, like us and share us, so we can spread the word.

Penny Breslin - LinkedIn | @PennyB57

Damien Greathead - LinkedIn | @Damien_GH