How Agencies Manage Client Expectations
We live in a world where it’s easier than ever to set yourself up in business and call yourself a digital marketing consultant. You can build a website, attend a couple of networking events, post a couple of dubious case studies and suddenly you’re “open for business.”
I see this all the time.
Newbies, that have limited experience in digital marketing, throwing themselves into the deep end. Often, the first thing many new consultants learn is how to sell, which is fine, because sales drive everything, but not so good if there's no robust delivery system, onboarding process and capacity for more clients as well.
So the real test comes after the sale. That’s when you discover whether you can really build a sustainable business or not.
Having learnt this the hard way, I can tell you that managing clients is a cross between a science and an art (much like marketing itself!). It’s the difference between running a business that grows through referrals from happy customers, and one that constantly churns clients who “didn’t get what they expected.”
The biggest problem I see is overpromising - being a dancing pony, "yes sir, no sir, three bags full sir", which seems the natural thing to do. It usually comes from good intentions. You want to win the deal, impress the client, or prove yourself and say the customer (or prospect) is always right. But if you’re not brutally honest about what’s achievable, manage the prospect's expectations and control the process, you set yourself up for headaches down the line.
Expectation management starts at the very first conversation.
You need to tell the client what digital marketing can do for them, not what they hope it’ll do. Your job as a consultant is not to paint the best possible outcome, it's to explain the variables. For example, SEO doesn’t deliver results overnight. Paid ads can work fast, but only if the client is willing to spend enough and give you time to optimise. Social media isn’t a silver bullet, it takes consistency and work on both sides.
The right clients respect honesty more than hype. In fact, they’ll trust you far more when you’re upfront about limitations and challenges, and trust is something you want to keep.
So, to manage expectations, be clear about responsibility. If a client doesn’t send you content, approve ad copy, or engage with leads, they’re part of the problem. It’s your job to set those expectations early and document them. A good onboarding process should spell out exactly what both sides are responsible for and where your role specifically starts and stops.
Finally, communicate regularly. Most client relationships go sour not because of poor results, but because of poor communication. Keep them updated, even if progress is slow. They’ll appreciate transparency far more than silence. Many is the time that great communication has improved a relationship with an average achievement far better than a great result that isn't communicated!
So on your entrepreneurial journey as an agency owner, don’t just be a great salesperson, be a great partner. Selling the dream is easy, delivering reality is where the great business owners earn their stripes.
To your success,
Grant










