This is a YouTube video titled "How to not lose sight of expectations with clients." It contains a monologue or talk from August 22, 2024, discussing strategies for setting and documenting clear expectations with stakeholders in organizational or sales contexts. The speaker emphasizes the importance of recording meetings and following up with written summaries to maintain clarity throughout the process.
The other tip with expectation setting is you want to have that shared by the different stakeholders. That gets really, really hard the larger an organization is. And if you can't get to decision makers one, I think you've got to question your sales process or your, you know, wherever that falls. But it gets a lot harder if you're playing the game of telephone to get clear expectations set up and down the chain recording that. So if you're on zoom, have it recorded, here's what the expectations are and then ideally put that in writing as well and just document it and have it in an email chain. Hey, we agreed to xyz. I think there's an art to call recaps in email. And so now I think we've gotten away from that a little bit more with the Avomas and the gongs and the choruses and the ways to have stuff recorded but be super clear and have a trail of what those expectations were at the beginning and then all the way through.
