Build Trust with Your Clients
Justin Benz

Justin Benz

Jun 2020

Build Trust with Your Clients

Most of us in the business world have worked with a “client” in some form or another… Whether your clients are internal or external stakeholders, building trust with your clients should be a top priority. Trust is the main factor that either makes or breaks a project, a relationship, and even an entire company’s reputation. Obviously, delivery – going above and beyond expectations – is key, but without trust your delivery is a moot point. Whether you’re leading a multi-million dollar digital transformation, or simply providing the weekly revenue report to your boss, the trust that you’ve built up makes your delivery credible.

Most of us in the business world have worked with a “client” in some form or another… Whether your clients are internal or external stakeholders, building trust with your clients should be a top priority. Trust is the main factor that either makes or breaks a project, a relationship, and even an entire company’s reputation. Obviously, delivery – going above and beyond expectations – is key, but without trust your delivery is a moot point. Whether you’re leading a multi-million dollar digital transformation, or simply providing the weekly revenue report to your boss, the trust that you’ve built up makes your delivery credible.

If you agree on the importance of trust, the key question then becomes, “how does one obtain a certain level of rapport and trust with his or her clients?” Below are a few effective tactics to build trust with your clients:

1. It’s about them, not you

  • Whether your clients chose to work with you, or it’s something that they have been tasked with (from their boss, the internal org structure, or whatever other powers that be), they are the priority.
  • Respect their time – doing simple things like showing up to meetings on time and responding to emails or calls as soon as possible shows a genuine interest in respecting your clients’ needs.
  • Respect their values – if they don’t want to work this weekend because they have their kid’s baseball tournament (or for any other reason), don’t push for a deadline they cannot commit to.
  • Be mindful of other priorities – a lot of times, whether working as a 3rd party consultant or an internal team member from a different group, your clients likely have other commitments and priorities that still need to get done. Even if you’ve been told or you think your job is the most important, it’s likely not, and that’s ok.

2. Listen for pain points and address / solve them

This may seem like a no-brainer, but oftentimes when you speak with your clients, they are describing the symptoms of their problems and not necessarily the cause. With enough practice, you get good at reading between the lines and asking the necessary follow up questions so you can effectively alleviate their pain points. Similarly, various stakeholders might have different pains around the same problem; keep that in mind when developing solutions.

3. Be consistent, clear and open

These trust-building pillars are key when making a connection with your clients. Trust is built when someone knows they are getting what they expect, every time. It is also built when people know they are getting the full story, and not just bits and pieces to make them happy. From the client’s perspective, they want to know what you deliver is consistent as well. Is your data consistently accurate and formatted well for the monthly revenue report the finance team puts out? Do you provide sound weekly updates on the digital transformation project you are implementing? Whatever you’re working on for your clients, be precise, open and clear in your communications and delivery.

4. Claim accountability

Everyone is quick to assume accountability for a reward or praise, but few are those to own up to their mistakes. Playing the finger-pointing game never got anyone anywhere. Taking accountability for an action is not just about putting your hand up. Rather, it’s making it clear that from the start, that your intention is to follow through on a particular action or deliverable. This act of claiming accountability also lowers your clients’ guard, so that the trust factor is increased even further. It shows you have a strong character and are willing to accept the bad along with the good. Building trust is all about being accountable to those we work alongside – as a client, as a partner, as a colleague.

5. Strive to be more than just another input

When you can differentiate yourself by being more than just an upstream provider of something (data, numbers, technology, project management, etc.), your trust factor will increase/improve. The goal is to become a trusted advisor – someone that your clients rely on to get the job done right, every time. A few ways to achieve trusted advisor status:

  • Be genuinely passionate, enthusiastic, and authentic
  • Connect emotionally and get up close and personal (if and when possible)
  • Be credible without trying too hard
  • Show commitment for the long-term, not just short-term gains

There is plenty of reading material out there about how to effectively manage your work relationships, whether it's with internal or external stakeholders, but it’s no secret that trust is the number one factor which boosts those relationships to the next level. Putting together the profit and loss statement for your executive team doesn’t have to be such a daunting task… just do it right and rely on the credibility you’ve built up with them. If you’re new in doing such a task, make sure to follow some of the steps above to gain their trust. If you are an external consultant working on a million-dollar digital transformation for your client, again adhere to some of the steps above and you will more than likely succeed and be recommended for further projects. Whatever you’re tasked with when working with clients, make a concerted effort to gain their trust - it will take you to great places.


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Organizations We Have Helped

We pride ourselves on driving tangible business value out of data for our clients. Whether it's starting with you on the ground floor, or jumping into the deep end of your initiative we help clients through developing and honing meaningful data strategies with business impact, along with the implementation of forward thinking data products & data analytics solutions.

Innovative Insurance Brokerage

Our client was facing issues with scale and innovation. They had a core business that was growing and a team of key players but sought incremental growth opportunities.

Seeing a need to drive innovation and technology enabled scale within their services business. Our client set out to build a data-driven platform to automate and align all parties involved in their process to a common platform.

Client built and designed data centric platform and began the process of taking to market with their existing customer base.

World's Largest Brewer of Beer

When it came to data strategy, management, and execution, our client was looking for a second set of eyes. Although the client was aware of the problem, they couldn’t close the gap with technology alone. They lacked an actionable playbook and strategy to operationalize their data ambitions.

Build out executive level playbook to address data opportunities and risks, while aligning to organizational data governance committee to drive forward cross-functional data initiatives.

Data silos were broken down leading to operational changes in enhancing business systems and requesting reports. Projects came with significant P&L impact driving incremental inertia into their data strategy plan.

Technology Enabled Services Firm

With disparate data sources for operational, financial, and customer data, all with different structures and content, executives, team leaders and individual contributors were all operating on different systems and completely misaligned.

Our goal was to ensure we developed a customized, unique solution to improve their services, business intelligence, and their value for internal and external customers.

After taking the time to understand the core data problems of the client beneath the technology and developing the customized solutions to meet their complex challenges, they began to notice results. As a result of our partnership, they saw improved information access, streamlined reporting and an increase in the overall quality of the data of the organization.

Largest US-based Beauty Retailer

Our client was working to offset the risks associated with CCPA & GDPR by documenting and storing all organizational knowledge.

Design business oriented data definitions and map to data in physical systems.

Single repository for all data definitions along with accompanying playbook to drive greater engagement.

What Our Customer's Internal Stakeholders Really Care About

Every company has data. Not every company has a Chief Data Officer. Data oftentimes is a part time job for many. We oftentimes see this manifest differently depending on the role we're working with. You are heard, and we want to hear from you!

Executive Leaders

Drive Competitive Advantage With Data

Allow your data to give you the brilliant insights to need to get ahead of the competition. How you handle your daily operations to your marketing efforts – every piece of data gives you the ultimate competitive advantage.

Clear Organizational Data Strategy

As an executive leader, it’s all about the big picture. Your data strategy must be consistent across the organization to ensure every department is aligned, working towards the same goal and accessing unified data.

Capture Real Data Opportunities

All to often do projects get escalated with high costs and purposeless urgency. "Didn't we just do something like this?" Cut through the noise, get to the facts.

Integrate Data into Every Part of Customer Journey

As you put yourself in your customers’ shoes, how is their experience? Are you sending them outdated, stale, and clunky information without personalization or relevance? Can they consume your data in new or interesting ways?

Direct Data Revenue Attribution

Your data can provide deep insights to better understanding your current and unseen future streams of revenue.

Data Leaders

Culivate Single Source of Truth

Aside from it being incredibly inefficient, sifting through multiple datasets trying to uncover which data is accurate, real, and true causes confusion and frustration, with the potential to have serious internal and external consequences.

Drive Business Ownership of Data

The question is simple – who owns your data? If you don't know, it's probably you. This is a problem.

Improve Data Governance

How you organize your data is much more than just a classification system – it’s the ability to provide quick, timely across to make for happier customers, leaders and fellow colleagues.

Have Exceptional Data Quality

Every piece of data you collect starts to tell a story. Perhaps it’s about a customer’s unique preferences, or maybe it’s related to product performance.

Minimize Data Related Redundancy

How many tools, teams and databases contain or process the same information for the same customer?

Business Leaders

Have Powerful Business Insights

As you uncover each piece of information and patterns emerge, it starts to tell a story. Every department has the ability to rapidly transform and innovate – and it begins with the intelligence and analysis of your data.

Increased Team Efficiency

Instead of having haphazard departmental analyses throughout your organization, take ownership for the data you truly need and want.

Data Availability and Transparency

Each company has their own objectives and key results for success – and they often require multiple datasets to get there. This will help to create a culture where data-informed decision making is the norm.

Better User Experience

Depending on the specific function of your department, it’s all about the user experience (both internal and external). To keep your employees and retain your clients, you must think about offering the best user experience possible – starting with your data.

Remove Perceived Roadblocks

As a department leader,it can feel incredibly burdensome to get even the simplest of tasks done. From sending out a marketing email to generating a customer report, sometimes what seems like it should take a few minutes turns into a few months.

Dozens of customers have trusted us to identify and capture millions of dollars of waste due to poorly managed data.

Anheuser Busch InBev Kraft-Heinz Accurate Background ThoughtSpot Keller Lenkner SJV Data Solutions Ulta Beauty Williams Lea M&A Insurance Solutions