Lynda ArtesaniLegal Accountant and Data Migration Specialist at The Proper Trust

Overcoming Business Regrets - A Lesson in Client Engagement

9 May 2025 · 1 min

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In this reflective anecdote, the speaker recounts a significant business regret stemming from choosing to work through an office manager rather than engaging directly with the client. This decision led to a payment dispute when the office manager claimed authority to withhold payment, causing the speaker intense stress and a near‑meltdown. The conflict forced the speaker to confront the consequences of bypassing proper communication channels. However, the fallout also introduced the speaker to a new collaborator, Sarah, turning a negative experience into a positive partnership. The narrative emphasizes the lesson that direct client engagement is essential for clear expectations and payment security, while also illustrating how setbacks can create unexpected opportunities.

Chapters

Well, if you think about big business regrets, I could go down to the fact that I had this one client that it was a big business regret that I learned big time from. It was a client that I had that I didn't engage with the client. I engaged with the office manager who then all of a sudden it became a problem when it came time to get paid that they said, forget it, I'm not paying. I didn't authorize her to do all that. But that one business decision that I made working directly with this girl and not going to the right channel led me to have a meltdown. And then because he threatened to Sumi, and then it made me meet Sarah at a different level, which then led to all these things. So how bad of a regret was that? It probably was actually a good karma thing that happened off of a bad situation. I learned a lesson, and I get to meet Sarah and do this work together.