Scared to Tell Your Client Some Bad News? Here’s What to Do
12 Feb 2025 · 14 min
This Cam Club podcast episode (host Warwick Brown) gives key account managers a five-step framework and ten practical tips for delivering bad news to clients without damaging trust. The five steps are: prepare beforehand; be honest and direct; offer solutions; listen and respond; and follow up. The episode emphasizes empathy, accountability, proactive communication, rehearsal for high-stakes conversations, and learning from past mistakes; it closes with a recommended book (Difficult by Stone, Patton, and Heen) and contact details for the host.
Chapters
I got a question for you. Have you ever stared at your email draft or a calendar invite and thought, oh my God, how am I supposed to tell my client this? Maybe a project is delayed, a price is increasing, or worst case scenario, you have to admit that you or your team dropped the ball. I mean, we've all been there, right? Delivering bad news is easily one of the toughest parts of being a key account manager. Let's be real. It's the moment where your relationship with the client is really put to the test. Do they walk away frustrated, or do they walk away with more respect for you because of how you handled it? Well, that's where we're going to dive into today. How do you deliver bad news to a client in a way that maintains trust, shows empathy, and maybe even strengthens your relationship? Because, yes, it's possible. Let's talk strategies, examples, and actionable steps that you can take to tackle those dreaded conversations with confidence and clarity. Sound good? I'm going to be right back. All right, heroes, welcome to the Cam Club podcast. I am your favorite cam coach, Warwick Brown, and let's kick this off with a hard truth. Avoiding bad news doesn't make it go away. In fact, it usually makes things worse. And yet it's so tempting, isn't it? Maybe you thought, I'll just wait until I have a solution before I bring it up. Or if I don't mention it, maybe they won't notice. Spoiler alert. They always notice. But here's the thing. Clients know that challenges come up. What they care about is how you respond. Are you transparent? Are you taking accountability? Are you bringing solutions to the table? How you handle these moments can determine whether you're seen as just a vendor or a trusted partner. Now, I'll be honest. Delivering bad news will never be fun. But the way you approach it can actually deepen trust and strengthen your relationship. It's about turning what feels like a setback into an opportunity to prove your professionalism and commitment. So before we move into the how, let's take a second to reflect. Think about the last time you had to deliver bad news to a client. How did it go? What worked? What didn't? Also, what emotions do you tend to feel in these situations? Are you nervous? Defensive? Maybe even over apologetic? And if the roles were reversed, how would you want someone to break the bad news to you? Now, these questions are important because self awareness is your first step to handling these situations better. So take a moment to jot those down. Just keep them in mind as we move Forward. So let's get to the heart of the matter. I'm going to share with you a five step framework for delivering bad news. It's a simple framework and before you roll your eyes. Framework, framework. Let me just say this. It's not about being robotic or rehearsed. It's about having a structure that helps you stay calm, clear and focused when the pressure's on. Are you ready? So here we go. The first step is to prepare beforehand. Now listen, bad news is not something you want to wing. You know, you've got to gather your facts. You want to know what happened, why it happened and how it's going to affect the client. Think about it from their perspective. Are they going to be frustrated? Disappointed? Is there a financial impact that you need to address? What? One mistake I see people make is focusing too much on how they feel about delivering the news. And I was guilty of that myself. This was one of the main things that helped me shift my mindset. Whether I'm nervous, that's neither here nor there. I've got to tell them the news. Why is how I feel more important than the way the client is going to feel once I share the news with them? So if you can shift your focus to how the client might feel and how you can best support them through it, going to be much better and easier to deliver the news. So a quick tip before the conversation, make sure you jot down the key points you want to cover and rehearse them. And if it's a high stakes situation, practice with a trusted colleague or manager just so you've really got it bedded in. Step two is to be honest and direct. This is where a lot of people get stuck. The temptation is to sugarcoat or beat around the bush rather than just say it outright. You know. But here's the thing. Clients respect honesty. What they don't respect is confusion or, or feeling like you're hiding something. So rip the band aid off. Good way to structure this is start with empathy, acknowledge how this might impact them, then state the issue clearly and concisely. And then the final piece to this is to provide context. Briefly explain what happened, but don't make excuses. Don't go into too much detail that can scare clients. They don't need to know how the sausage gets made, but you do need to give them a little bit of background information as to how it came to be and what you're doing about it. Right, so here's how you might break some news following that approach. Hi, I wanted to talk to you about an issue with the project timeline. Unfortunately, due to delays with our supplier, we're running two weeks behind schedule. I know this is frustrating and I take full responsibility for keeping you updated moving forward. So you can see that it's a nice little way to start to think about your messaging when you're delivering it so that it's honest, it's direct, it's succinct, and it's empathetic. Step three is to offer solutions. Bad news without a plan. That's a sure fire way to lose trust. After you've delivered the news, immediately pivot to the solution. What are you doing to fix this? How are you minimizing the impact on the client? So, for example, moving on from our previous one, here's what we're doing to resolve this. We've expedited the next phase of production and we'll have everything back on track within 10 days. Additionally, I'll be sending you daily updates so you're never in the dark about progress. So even if the solution isn't perfect, the fact that you're proactive is going to show your commitment to fixing the issue. Client's informed. They know you're doing something about it. You've apologized, you've sympathised with the impact. Great. Good to go. Step four is to listen and respond. Here's where a lot of people drop the ball. Once they've delivered the news, you want to pause. Let the client react. They might be upset, they might ask questions, or they might need clarification. Your job is to listen. Don't interrupt. Don't get defensive. Don't try to feel the silence. Instead, acknowledge their feelings with phrases like I completely understand why this is frustrating or you're absolutely right to feel that way. Those are sympathetic. They're empathetic. They keep them talking. You want your client to wear themselves out. You want them to say everything they're thinking, not hang on to anything that's unresolved or questions you know they have but they're not telling you. You want to make sure that it's a space where they can feel free to respond to the news however they see fit, uninterrupted. Step five is to follow up. The conversation isn't over once you've delivered the news, you've hung up the phone, you've left the meeting. Following up is critical because clients can stew on things. They might say they're fine, but as they replay the conversation in their minds, as they start to think about things, as they start to tell other People, they can get wound up, they can start to re examine their initial reaction and think differently about how that conversation went. So follow up is essential to make sure that you continue to be aligned with the outcomes, with the next steps, and that you're calibrated to how your client actually feels about the news. I made a big mistake many years ago with a client who had had a lot of financial problems. Double billing, invoicing. We finally got it all fixed out. Everything was refunded. The client said to me, okay, that's great work, thank you so much, we're fine. Six months later, they gave notice saying we're moving to another supplier. I just assumed they were fine. Only took their word for it. I never spoke to anybody else in the organization. I didn't really do any follow up. I just took them at their word and in the background, they were finding somewhere else to take their business to. So, yeah, lesson learned about follow up. As you think about this framework, ask yourself, which of these steps feels most natural to you? So let me just repeat them real quick. We've got preparing beforehand, being honest and direct, offering solutions, listening and responding, and then following up. So from that list, which of them feels more natural to you? Which of those steps feels most natural? And which of those steps do you think you need to work on? And that will give you some clues as to where the challenges are when it comes to delivering bad news to clients. All right, so let's switch it up with a quick fire round of practical tips to help you deliver bad news with confidence and empathy. Remember, these are quick, actionable reminders you can keep in your back pocket the next time you're preparing for a tough conversation. Ready? Let's go. Number one, don't delay. Rip the bandaid. The longer you wait to deliver bad news, the worse it gets. Clients appreciate transparency, even if the news isn't good. So think of it this way. If you were in their shoes, wouldn't you want to know sooner rather than later? 2. Lead with empathy. Before you say a word, take a moment to put yourself in your client's shoes. Acknowledge their feelings right off the bat with something like, I know this isn't the news you were hoping for and I understand how it impacts you. Something like that, but it's going to set the tone and shows you care. Three, Be clear and concise. Don't over explain or sugarcoat. State the facts plainly but compassionately. Keep it short and to the point so there's no room for confusion. Next up, number four, Never show up empty handed. Always come prepared with at least one potential solution. Even if the situation is tricky. Having a plan demonstrates that you're taking action and focused on solving the problem, not just presenting it. Even if it's not the entire solution, but it's the immediate next step that you can at least say, I'm still investigating. Here's what we're going to do for now and then I will come back once I know more. That type of thing Number five Let them vent. Sometimes clients just need to blow off steam. I've talked about it before. Give them the space to do so without interrupting or getting defensive. Simply listening and acknowledging their frustration. This can really go a long way in diffusing any tension. Number six let's use we language. Not I or you. You're not pointing things at anybody, including yourself. It's not blame. Instead, you want to frame the issue as something you're both tackling together. For example, you know, here's what we can do to get things back on track rather than I messed up or you'll need to adjust your expectations. Follow up in writing Number seven After the conversation, send that follow up, but do it by email. It's always good to have whatever conversation you had on the phone follow it up in writing because it can be misinterpreted. You don't need to go into all the gory details, but a quick email with you know the situation, the outcome, the next steps, the solutions is going to give clarity and it's going to remind the client that you've taken this seriously. You weren't just paying lip service. Next tip Be proactive with updates. You know your client's going to call you and ask what's going on, so send them an email. Don't wait for them to chase you. Keep them in the loop. Even if there's nothing new to report. It's better to over communicate than leave them wondering. A quick voicemail hi Lois, Sorry there's no news but I'm on top of it. I'm following up with the team today. I'll get back to you by tomorrow if there's anything else to report. Simple but effective. Next tip is to learn from experience. Once the dust has settled, take a moment to reflect. Ask yourself, what could I have done differently? Every tough conversation is an opportunity to improve your communication and relationship building skills. For example, I had a client once that for whatever reason, there was a bit of this. There's a misunderstanding about how account profiles were to be maintained and the client didn't have any process in place to deactivate employees profiles once they left. That led to some, some purchases, some unauthorized purchases with their corporate cards. So it was a to and fro situation. We were arguing about who was responsible. My position was they were because I didn't update their, their profiles. Their position was we were because we should have been keep keeping update. I can't remember what their arguments were, but very challenging conversations. And I eventually had to write off $20,000. And I delivered the news to my client after we had been going on and on and on about this for a very long time. And then she laughed at me. Now I don't. I interpreted it as a laugh anyway that, that pushed my buttons. I just said, do you think this is funny? I said I'm just about to write off $20,000. You don't know how challenging. And went on and on about it. Not a good look on my part. But it had been such a challenge to get this money written off. The client had been pressuring me. My boss had been pressuring me not to write the money off. The hoops I had to go through. It was very stressful time. But I realized that was all about me. My emotional state, the fact that I didn't really prepare well enough for that conversation. I, I should have anticipated them, you know, mocking me or not me, me personally, but you know, the company or being sarcastic. I didn't. And when they were, it hurt. It upset me. It hurt me. So that's an example of when I got back. Once the emotions simmered down, I thought, oh, Warwick, let's not do that again. Let's make sure we keep our emotions in check. Speaking of which, my Last tip number 10, stay calm. Always. Even if the client reacts emotionally, stay grounded. Your calm, professional demeanor will set the tone for the conversation and reassure them that you're in control of the situation and you're not going to get worked up. Right? So those are 10 quick tips to help you tackle those difficult conversations with clients. Pick one or two that resonate with you the most and then put them into practice. Next time you need to deliver bad news, remember, it's not all about the bad news itself. It's about how you show up and handle it. That's where the trust is built or not broken. If you would like to keep learning about this topic of difficult conversations and breaking bad news, check out the book Difficult how to Discuss what Matters Most by Douglas Stone, Bruce Patton and Sheila Heen. Great book. An authority on the subject. Really interesting and really guide you through the what happened, the feelings of the conversation, the emotional impact, and the identity conversation. What does this mean for everyone's opinion of themselves? Really great book. Easy to read as well. A very useful resource. So that is a wrap for today's episode of the Cam Club. I hope this gave you some practical strategies and maybe even a little confidence to handle your next tough conversation with a client. If you found this episode helpful, please do me a favor. Subscribe, leave a review and share it with another key account manager who might need it. And as always, if you have questions or topic ideas, I would love to hear from you. Connect with me on LinkedIn or @warry K. Brown or drop me an email hello at thecamcoach. Com. So until next time, remember, you're not just managing accounts, you're building partnerships and you have got this. I'll see you in another episode real soon.