Here's how you can effectively set and communicate deadlines with clients in a sales role.

Definir e comunicar prazos realistas é essencial para o sucesso. O primeiro passo para isso é entender profundamente as necessidades e os cronogramas do seu cliente. Ao compreender o que seu cliente deseja alcançar e em qual prazo, você pode estabelecer prazos realistas e atingíveis. Esse entendimento não apenas ajuda a definir prazos adequados, mas também demonstra o seu compromisso em atender às necessidades do cliente. A confiança que você constrói ao alinhar expectativas é o que solidifica relações de longo prazo e impulsiona suas vendas.

Setting and communicating deadlines with clients is crucial for success in a sales role. Start by being clear and direct about timelines from the very beginning, ensuring that both you and the client agree on what needs to be done and by when. Always set realistic deadlines, taking into account your team's capacity to avoid overpromising. Regularly update your clients on progress, and if delays occur, inform them immediately and work together on a revised timeline. Finally, always document the agreed deadlines and any changes to keep everything transparent and avoid misunderstandings.

I'd rename this from "Understand Needs" to Reveal Client Problems. Focusing on client needs can result in laundry lists of expectations from clients. By focusing on problems clients are having, you can help set specific expectations for fixing those problems. This keeps expectations focused and not broad wishlists.

No brainer on this one. You want to avoid situations when clients say things like "well I thought you said..." etc.. Do your best not to avoid uncomfortable conversations with clients because you might fear losing the sale or possibly upsetting the client. In the long run, transparency and clear communication with clients is best.

MIlestones are great because it's a visual representation of your promise to fulfill certain work by strict deadlines. Everyone loves to know what's going to happen next and not be left in the dark.

Set deadlines and complete the tasks on the determined due dates period.. However, things pop up and can prevent deadlines from being met. In that case, communicate with the client ASAP! and let them know what's going on and your plan to get it completed. DO NOT SLIDE IT UNDER THE RUG... The client will most likely get extremely upset with you.

I find the best way to manage expectations is by maintaining consistent communication with clients. The frequency of communication can prevent in some cases, client outbursts and conflict.