Intermediate level · Module 4: Managing Multiple Clients · Lesson 2 of 3
Managing Expectations
Keep every client informed and confident.
In this lesson you will
- Set clear expectations
- Communicate proactively
Key concepts
timelinesupdatesearly warningsavailability
The lesson
Set realistic timelines at the start, including feedback time.
Send updates before clients ask and warn early about any risk to deadlines.
Share your working hours and response times.
Step by step
- Write a kick-off message.
- Plan update points.
- Write an early-warning message.
- Publish availability.
Practice activity
Write expectation-setting templates.
Expected result: Clear, proactive templates.
Check your understanding
-
When should you warn a client about a risk to the deadline?
Show answer
Early, as soon as you know.
-
What should timelines include?
Show answer
Time for client feedback.
Taught live by an instructor — online or in person. Free course lessons are for self-study and do not lead to a certificate — see registration options.