Delighting Clients by Anticipating Needs, Risks, and Effort

November 20, 2024

In the world of professional services, it's not enough to simply meet client expectations—you must exceed them by anticipating what’s next. Understanding your clients’ needs, identifying potential risks, and acknowledging where their effort will be required transforms ordinary client engagements into extraordinary partnerships. This kind of anticipation isn't just a valuable skill; it’s a defining quality that separates good consultants from great ones. Here’s how you can master it.

Anticipating Needs: Proactive Support from Start to Finish

The foundation of a strong client relationship is a deep understanding of your client’s goals, industry challenges, and specific pain points. By proactively anticipating their needs, you become a trusted advisor rather than just another service provider.

Clients want to feel understood and supported, often in ways they haven’t articulated themselves. Imagine being able to make thoughtful, preemptive suggestions that help your clients before they even realize a need exists. When you put yourself in their shoes and guide them with proactive communication, you build trust and demonstrate your commitment to their success.

This approach also aligns with one of the biggest factors behind high Net Promoter Scores (NPS) in professional services: engaging as a partner. Clients value providers who act as strategic allies, addressing not just technical requirements but also their operational and emotional needs. When you make it your business to anticipate and act on these needs, your value increases exponentially.

Anticipating Risk: Managing the "What Ifs"

Risks are inevitable in any project, but it's how you handle them that sets you apart. Clients value consultants who have the confidence to openly discuss potential obstacles and "what if" scenarios. By anticipating risks and addressing them proactively, you demonstrate a level of preparedness that inspires confidence.

Discussing risks isn’t about being pessimistic; it’s about showing your clients that you’ve thought through every angle. When you acknowledge these concerns early, whether in a proposal or during a kickoff meeting, you can craft well-thought-out contingency plans that reassure your clients. This builds your credibility and positions you as a partner who is committed to navigating challenges together.

Transparent conversations about risk can significantly enhance client relationships. Clients feel peace of mind knowing you’re prepared for both the good and the bad, actively working to minimize any potential negative impacts. This proactive risk management keeps your projects aligned with their desired outcomes and helps ensure client satisfaction.

Anticipating Effort: Reducing the Client's Workload

Perhaps one of the most overlooked ways to add value is by anticipating where your client will need to exert significant effort. Every project involves high-effort moments for the client, whether it’s providing critical information, making complex decisions, or managing internal logistics.

When you recognize these effort-heavy areas, you have the opportunity to step up and make the client’s life easier. This could involve pre-filling documents, offering easy-to-follow instructions, or organizing tasks in a way that minimizes their burden. Simple gestures like these go a long way in creating a client-friendly experience that feels truly supportive.

Making the effort to reduce the client’s workload showcases your dedication to their success. It also reinforces your role as a partner, someone who genuinely cares about the outcome of the project and is willing to go the extra mile to ensure it goes smoothly.

Tying It All Together: Anticipation as a Strategic Advantage

When you anticipate your clients’ needs, risks, and effort, you set the stage for exceptional service. It’s not just about being proactive; it’s about deeply resonating with your clients and fostering a sense of trust and partnership. This approach ties directly to three critical drivers of client satisfaction: engaging as a partner, proactive communication, and a focus on client outcomes.

  • Engaging as a Partner: By understanding and preemptively addressing client needs, you show that you’re invested in their success.
  • Proactive Communication: Discussing risks and preparing contingencies demonstrates transparency and builds trust.
  • Reducing Client Effort: Making tasks easier for the client enhances their experience and demonstrates your commitment.

These practices are the building blocks of a long-lasting client relationship. When clients see that you’re always a step ahead—predicting their needs, mitigating risks, and lightening their load—they know they have a consultant they can’t afford to lose. That’s the essence of turning client satisfaction into enduring loyalty. Anticipate, engage, and excel. Your clients will thank you.

Read our eBook Delighting Clients: Anticipating Needs, Risks, and Effort here.


Ryan Suydam

Ryan Suydam co-founded Client Savvy in 2004, to help firms create fierce client loyalty by designing, implementing, and measuring client experiences. He has coached nearly 700 organizations and over 30,000 professionals on the skills required to be “client savvy.”


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