Tools to Build a Successful Relationship with Clients

By MBO Partners | February 18, 2020

people talking at desk in office img

Strong client relationships are the foundation of every successful small business. When you have a good connection with your clients, there is more opportunity for future work as well as valuable recommendations. While it is important to seek out clients who value and respect your work, the client-contractor relationship is a two-way street. Showing a genuine interest in your client’s goals, perspective and questions will go far in building maintaining a positive relationship.

As an independent professional, there are many tools you can use to help strengthen client relationships and keep your project in a healthy state. Here are five tools you can use to develop strong communication, deliver quality work, and follow-through on discussed goals.

The Proposal: Landing the Work you Want

While proposal writing isn’t the only way to gain new work, it is a good tool to put to use. Whether you are writing your own proposal or responding to a more formal Request for Proposal (RFP), there are a few key parts you’ll want to focus on. Make sure you address a clear solution to the client’s problem, answer any specific questions they ask, and provide some insight into your skills and capabilities. Before you deliver your proposal, double check that spelling and grammar are correct, that you are providing a clear solution.

The Contract: Lasting Client Relationships Begin with a Contract

On the most basic level, contracts are a written agreement between you and your client. More importantly, however, they also provide legal protection, and are an opportunity talk through their vision for the work they have engaged you to complete. Basic contract components should include the services to be performed, a duration of the contract, and payment terms and conditions.

The Scope of Work (SOW): Establish Open Communication from the Start

Within your contract, you’ll want to include a Scope of Work (SOW). This part of the contract spells out the exact terms and details of the project including milestones, a timeline, specific goals, processes and procedures, deliverables and deadlines, and desired results. Taking the time to discuss these details with your client up front is a valuable practice that instils a sense of professionalism and establishes a practice of open communication from the start.

The Invoice: Compensation with Professionalism

You need to get paid for the work you complete, and a professional invoice is one of the best ways to do that. When working with a client for the first time be sure to establish a billing policy. A billing policy includes your rates, a billing method, timing of invoicing, time to pay the invoice, preferred payment method, and late fees. Talking through your billing policy up front helps set expectations with your client and gives you something to fall back on in the case you run into billing problems.

As best you can, make the invoicing process as simple and easy as possible for your client. That will help make sure that you get paid on time. While invoice details will vary depending on client and industry, most invoices should include: a clear label as an invoice or bill, your name and contact information, date of invoice, billing period, invoice number, client reference number, client name and address, services rendered, rates or fees, and total amount due.

Looking for more tools to build successful client relationships, or have a question about any of the tactics discussed above? Reach out to member of our team today.

Related Posts

consultant group

How a healthy pipeline helps you price properly

As part of our educational programs on pricing, we bring you part two of a four-part series from Reuben Swartz, who spent over a decade helping companies from Fortune 500 giants to independent consultants improve profits through better pricing. Read part 1: Stop Commodifying Yourself, if you haven’t already. He also created Mimiran, the fun,…

Home podcaster

Who, What, and How to Create Content that Sells

Service marketing differs from product marketing in a number of ways. One is the absence, usually, of a tangible sample that a prospect can hold, inspect, or try out. Creating content to promote services is a great way to demonstrate your expertise as well as your personality and work style. Building a content library can…

Seasoned independent professional

5 Myths and Facts about Engaging Seasoned Independent Professionals

Though an increasing number of Millennials and Gen-Z members are going solo, Baby Boomers and Gen-Xers still make up nearly half of the independent workforce,  with 26% and 23% respectively. These professionals are demonstrating the value of their experience and perspectives to the companies that engage them. Seasoned independent professionals of all ages have retired,…




Learn more about the MBO Platform


Start, run, and grow

your independent business with MBO


Engage, scale, and optimize

your independent workforce