How do you set boundaries with remote and hybrid clients?

1 Define your scope of work

Before you start any project, make sure you have a written agreement that outlines the scope of work, deliverables, deadlines, payment terms, and communication channels. This will help you avoid scope creep, confusion, and disputes later on. Review the agreement with your client and make sure you both understand and agree on the terms. If anything changes or needs clarification, document it and update the agreement accordingly.

2 Set your working hours

One of the benefits of working remotely is that you can choose your own schedule, but that also means you need to communicate it to your clients. Let them know when you are available for calls, meetings, and emails, and when you are off the clock. Use tools like calendars, autoresponders, and status updates to indicate your availability and avoid interruptions. Respect your clients' working hours as well and avoid contacting them outside of their preferred times unless it's urgent.

3 Manage expectations

Another key aspect of setting boundaries is managing expectations. Be realistic and transparent about what you can deliver, how long it will take, and what kind of feedback you need. Don't overpromise or underdeliver, and don't be afraid to say no or negotiate if a request is unreasonable or outside of your scope. Keep your clients updated on your progress and any issues or delays that might affect the outcome. Ask for feedback and confirmation regularly and address any concerns or questions promptly.

4 Establish communication norms

Communication is essential for building trust and rapport with your remote and hybrid clients, but it can also become overwhelming or distracting if not done properly. Establish communication norms with your clients, such as how often, how long, and how formal you will communicate. Choose the most appropriate and efficient communication channels for different purposes, such as email, phone, video, chat, or project management tools. Set boundaries on how quickly you will respond, how much detail you will provide, and how you will handle emergencies or conflicts.

5 Respect your personal space

Finally, setting boundaries with your remote and hybrid clients also means respecting your personal space and time. Don't let work invade your home life or vice versa. Create a dedicated and comfortable workspace where you can focus and be productive, and separate it from your personal or family areas. Set rules and routines that help you maintain a healthy work-life balance, such as taking breaks, exercising, socializing, and unplugging. Don't let your clients pressure you into working longer or harder than you agreed to, and don't feel guilty about taking care of yourself.