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Setting Boundaries as a Business Owner: A Guide to Healthy Client Relations

  • Writer: Lauren Bridle
    Lauren Bridle
  • Nov 10, 2024
  • 3 min read

As a business owner, nurturing client relationships is crucial for success, no clients no business! However, it’s equally important to establish boundaries that protect your time, energy, and well-being. Setting clear boundaries not only helps you manage your workload but also fosters respect and trust with your clients. Here’s some tips to effectively set boundaries.


1. Define Your Availability

One of the first steps in setting boundaries is to clearly define your availability, communicate your working hours upfront. This helps manage client expectations and ensures they know when to reach you for inquiries or support.


2. Establish Communication Guidelines

Outline preferred methods of communication (e.g., email, phone, messaging apps - I don't love this option and my clients know all about why) and response times. Let clients know how long they can expect to wait for replies. For example, you might specify that emails will be answered within 24 hours during business days. This clarity can reduce misunderstandings and help you maintain control over your time. Remember things change, keep potential clients aware of your workload during busy periods. Do you have a big month of weddings (amazing!!!) use your socials to let potential clients know reply times might be slower, send an email to your existing clients to give them a heads up.


3. Create Service Agreements

Draft clear service agreements or contracts that outline the scope of work, deadlines, payment terms, and cancellation policies. Having a written document not only protects you but also sets clear expectations for your clients. This transparency helps avoid conflicts and reinforces your professionalism.


4. Learn to Say No

As a business owner, it can be tempting to say yes to every request (we've all been there), but this often leads to burnout. Practice saying no when a request falls outside your expertise, capacity, or the agreed-upon scope of work. Politely declining can be framed as prioritizing quality over quantity, which clients will appreciate.


5. Set Project Milestones

For longer projects, establish milestones with your clients. This allows you to break the work into manageable chunks and gives clients a clear timeline of deliverables. Regular check-ins can also help ensure both parties are aligned and reduce the likelihood of scope creep. Are you designing flowers for a huge 500 guest wedding in 18 months, plan ahead when you will meet with your clients in over that period of time and what aspects of the designs you'll work on in ecah of those meetings.

6. Implement Payment Policies

Establishing clear payment policies is essential for maintaining boundaries. Specify payment methods, due dates, and late fees in your service agreement. Communicate these policies upfront to prevent any confusion or disputes later on.


7. Schedule Regular Check-Ins

Regular check-ins with clients can help maintain open lines of communication and manage expectations. These meetings provide an opportunity to discuss progress, address concerns, and adjust project scopes if necessary. Consistent communication fosters trust and keeps both parties on the same page. These check ins can be in person, over the phone, via zoom or even regular email check ins.


8. Be Transparent About Your Limits

It’s essential to be transparent about your limits, whether it’s time, resources, or expertise. If you’re nearing capacity, let clients know. This honesty helps set realistic expectations and can lead to more respectful and understanding relationships.


9. Encourage Open Discussion

Giving your clients a safe space to express their needs will help you to better understand them, their needs and expectations. Create a culture where clients feel comfortable expressing their thoughts. This not only strengthens your relationship but also gives you insights into potential boundary adjustments that may be necessary.


10. Prioritise Self-Care

As a business owner, your well-being directly impacts your work and client relations. Make self-care a priority by scheduling regular breaks, setting aside time for personal interests, and seeking support when needed. A balanced owner is better equipped to serve clients effectively.


Setting boundaries as a business owner is not just about protecting your time; it’s about fostering healthy and respectful client relationships. By defining your availability, establishing communication guidelines, and being transparent about your limits, you can create an environment that benefits both you and your clients. Remember, healthy boundaries lead to sustainable business practices and more fulfilling interactions. Empower yourself to maintain these boundaries, and you’ll find that your client relationships become more productive and enjoyable.


Need help setting boundaries with your clients? I do consider myself well versed in this area.

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