Tradie Profit System
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Engaging the Client and Boundary Setting



Setting Expectations from the Start:
When working with clients, it's essential to establish clear expectations right from the beginning. By openly communicating project goals, timelines, deliverables, and other relevant factors, you set the stage for a shared understanding. This helps avoid misunderstandings and aligns everyone towards a common vision.
Setting Boundaries from the Beginning:
It's crucial to set boundaries early on in your client relationship. This empowers you to maintain professionalism, manage client expectations, and avoid situations where clients assume the role of the expert. By proactively establishing boundaries, you can create a conducive working environment that respects your expertise and ensures a smoother project flow.
Why We Need to Set Boundaries:
Not setting boundaries can lead to various challenges. Miscommunication, scope creep, and frustration can arise when boundaries are unclear. By setting and communicating your boundaries, you take control of client interactions and protect the integrity of your trade business.
Creating a Welcome Document with Canva Template:
A welcome document is a valuable tool for setting expectations and sharing important information with clients. With Canva, a user-friendly design platform, you can create a customized welcome document template. This document serves as a comprehensive guide for clients, providing them with an overview of your policies, procedures, and the boundaries you have established.
Establishing Boundaries:
Let's explore practical strategies for establishing boundaries effectively. Effective communication practices, assertiveness techniques, and managing client requests that fall outside the agreed-upon scope are crucial skills to maintain healthy boundaries. By learning these techniques, you can navigate client interactions confidently while building positive relationships.

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Action Items

For this action item, take some time to reflect on your boundaries as a trade business owner and jot down your thoughts. Consider the following questions and write a brief response to each:

Table 2
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Question
Answer
Notes
1
What are some common challenges or situations where setting boundaries would be beneficial for your trade business?
Open
2
Reflect on any previous experiences where a lack of boundaries led to miscommunication, frustration, or scope creep. What could you have done differently to prevent these issues?
Open
3
Identify three specific boundaries you would like to establish with your clients. These can relate to communication, project scope, timelines, or any other aspect that is important to you.
Open
4
Think about how you can effectively communicate these boundaries to your clients. What strategies or techniques can you employ to ensure clarity and understanding?
Open
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