15 Lessons Learned from Handling Demanding Clients or Customers

Navigating the complexities of demanding clients is an art, and to glean wisdom on this topic, we’ve compiled insights from CEOs and directors. From establishing ground rules early on to empathizing to transform client challenges, explore the diverse strategies in these fifteen expert responses to managing challenging customer interactions.

  • Establish Ground Rules Early
  • Respectful Interactions Only
  • Effective Communication Sets Expectations
  • Cut Off Over-Demanding Clients
  • Craft Tailored Solutions for Clients
  • Create Backstories for Difficult Clients
  • Demanding Clients Improve Services
  • Maintain Transparency with Legal Clients
  • Ask Clients for Resolution Preferences
  • Honesty Prevents Endless Demands
  • Prioritize Mental Health with Clients
  • Transparency and Empathy in Upgrades
  • Improved Notification System for Safety
  • Premium Support for Demanding Customers
  • Empathize to Transform Client Challenges

Establish Ground Rules Early

Throughout my career as a criminal defense attorney, I’ve dealt with numerous difficult cases and demanding clients. One particular instance involved a high-profile case where the client was facing significant felony charges. The anxiety, fear, and pressure he was under were immense, which translated to a high level of demands and expectations from me, often at odd hours and constantly shifting. 

The key to handling this was establishing ground rules and expectations at the onset of our relationship. I made it clear that while I value him and his case, maintaining a balanced approach was crucial for me to defend him effectively. Being transparent about my working style, setting boundaries, and establishing a reliable means of communication helped immensely in this effort. 

From this experience, I’ve learned that good communication is essential in managing demanding clients successfully. It’s not just about responding promptly but providing updates proactively and frequently. Sometimes, even telling clients, ‘I have no updates right now,’ is really meaningful. So, my advice to anyone dealing with demanding clients or customers would be to ensure clear, proactive, and direct communication, to manage their expectations from the start, and to remember that a little kindness can go a long way in de-escalating high-pressure situations.

Justie Nicol, CEO, Colorado Lawyer Team

Respectful Interactions Only

As I help plan trips, I come across many demanding clients, one after another. I offer customizable trip plans, and that is what makes them more demanding. As long as they are being respectful and asking for what they want, I’m more than happy to answer them, but if someone becomes disrespectful, I don’t entertain them one bit. 

So if someone is asking for something that is out of your comfort zone, I’d always advise addressing them only if they are respectful towards you. 

Maarten Cox, Director, Gecko Routes

Effective Communication Sets Expectations

I had a customer who was very particular about the detailing services for their luxury vehicle. The customer had specific requirements and always demanded extra attention. To handle this, I made sure to listen attentively to their concerns and requests, then confirmed my understanding by repeating it back to them. I also ensured that my team was fully briefed and could meet the customer’s expectations. 

From this experience, I learned the importance of effective communication and setting clear expectations. By ensuring that we were on the same page, I could provide services that met the customer’s needs. It taught me that every customer is unique and that understanding their specific needs is key to delivering exceptional service. Others can learn from this situation that listening and communication are fundamental in dealing with demanding customers.

David Bui, Director & Business Specialist – Automotive & Automations, Schmicko

Cut Off Over-Demanding Clients

This will go against most advice, but don’t be afraid to cut them off. That’s honestly been the main perk of working for myself—I can actually say no to clients and turn away those who are over-demanding. 

Seriously, demanding clients will be way more taxing to your mental health and overall effectiveness than what they’re paying you. And guess what? They aren’t the only business out there that needs your services. No client is worth damaging your mental health, so don’t feel attached to any of your clients. Be willing to cut them off if necessary.

As for what others can learn, just don’t be afraid to lose clients. You hold the power, not them.

Taylor Scher, SaaS SEO Consultant, TaylorscherSEO

Craft Tailored Solutions for Clients

Having founded Prestizia Insurance and immersed myself in the landscape of providing comprehensive insurance solutions, I’ve encountered numerous demanding clients, each with their unique set of challenges and expectations. 

Among these experiences, one particularly stands out, where a client required an intricate, tailor-made professional liability insurance plan under a very tight deadline. This scenario highlighted the importance of clear communication, a detailed understanding of client needs, and the ability to deliver tailored solutions swiftly. 

Our approach began with a thorough consultation, breaking down the client’s complex requirements, and assessing the associated risks to ensure the coverage would be both comprehensive and compliant with industry standards. Leveraging my extensive experience and our team’s expertise, we utilized advanced analytical tools to design a policy that addressed every facet of the client’s situation. 

Throughout this process, maintaining an open line of communication was key—ensuring the client was kept in the loop, informed of possible scenarios, and reassured of our commitment to meeting their timeline without compromising on the quality of the coverage. This experience underscored a crucial lesson: the essence of handling demanding clients lies in understanding their needs deeply, articulating clear and realistic timelines, and delivering solutions that not only meet but surpass their expectations.

It also highlighted the importance of leveraging technology and industry knowledge to craft bespoke solutions quickly and efficiently. From this, others can learn that with the right strategies and tools in place, handling even the most demanding clients can transform into opportunities for showcasing professionalism, agility, and excellence in service.

John Crist, Managing Director, Prestizia Insurance

Create Backstories for Difficult Clients

There are lots of memes, quotes, and platitudes about kindness. Many of these are variations on a theme, and they remind us that other people may be dealing with far more than we see on the surface. 

Sometimes the most objectionable, demanding people are having the hardest time. Of course, some people are just jerks, but most of the time, you don’t have the chance to find out why they are the way they are. I like to give them the benefit of the doubt. 

As a writer, stories are second nature to me, and something I find helpful is to create a tragic backstory for any difficult people I have to deal with. That client who’s being rude and insulting? Lost her husband in a shock honey-badger attack. The worse their attitude, the more outlandish the story I create. 

It doesn’t change their behavior, but it changes how I feel about it. This enables me to take a breath and be more patient, which can defuse a situation. It also allows me to decompress afterward, and stops me from taking things personally. 

I really recommend giving this a try, just in your own mind. It’s a great way to shift your perspective, and it has helped me to handle all manner of challenging interactions.

Aiden Higgins, Senior Editor and Writer, The Broke Backpacker

Demanding Clients Improve Services

Dealing with a demanding client turned out to be a blessing in disguise for us. It was tough at first, but here’s the scoop: that client pushed us to really tune into what they needed, which helped us big time in improving our service.

We didn’t just work hard to meet their demands; we got to the heart of their goals and tweaked our features accordingly. And guess what? They ended up loving our service so much that they couldn’t stop talking about it, bringing us a bunch of new clients!

This whole experience showed us that tough clients can actually teach you a ton about your business, from what to focus on to how to explain your stuff better. And winning them over? It’s like hitting a jackpot because if you can make them happy, they’ll bring friends.

So, if you’re dealing with a demanding customer, see it as a chance to level up. They might just help you uncover some game-changing insights for your business. Trust me, it’s worth the extra effort!

John Xie, Co-Founder and CEO, Taskade

Throughout my years of experience as an attorney at MAH Advising LLC and handling legal matters that often involved dealing with demanding clients, I’ve learned some valuable lessons. One memorable case involved helping a client review their Form U5 when they were transitioning jobs. The FINRA Form U5 was crucial in this case, as the language used can affect the individual’s future career opportunities with regulators and employers alike.

In this case, the client was particularly demanding and anxious about the impact the U5 form could have on their career, and we faced some tense moments. I learned firsthand how important it is to involve legal counsel early on, providing all necessary information, and most importantly, maintaining transparency and consistent communication with the client. Through persistent effort and negotiation with the firm, we were able to mitigate the potential damage to the client’s reputation.

The process taught me several key lessons—patience, clarity in communication, and the importance of a strategic approach. Navigating finicky legal language and dealing with high stakes can be stressful, but keeping your calm and staying focused is crucial. I’ve found that setting clear expectations, keeping clients informed of every stage in the process, and delivering with swift efficiency has helped ease the anxieties of even the most demanding clients. I hope my experience will resonate with others in similar situations.

Michael Hurckes, Managing Partner, MAH Advising PLLC

Ask Clients for Resolution Preferences

We have served hundreds of thousands of customers over the years, and I learned very early on that if we asked the rare unhappy customer this question: ‘What would you like for us to do?’ what they would ask for is far less than we would be willing to give them in almost all cases. Plus, putting the decision in their hands immediately disarms anyone who is thinking they were going to have to ‘fight’ to get satisfaction. To this day, many years and many customers later, we still do the same thing. And if we have a customer who is really unreasonable, we comply with their request and then we will no longer do business with them. We respect our staff too much to make them deal with really unreasonable people.

Dick Nelson, CEO, MARCO Promotional Products

Honesty Prevents Endless Demands

We’ve all encountered the occasional clients who push for more than the agreed-upon expectations. The best strategy is being absolutely honest with them, even if that means telling them what they don’t want to hear. 

Yes, it might be uncomfortable, but it prevents a slippery slope of endless demands later on. It’s tempting to over-promise to please a client, but that only leads to trouble. Of course, there are exceptions. There have been times when our law firm has gone the extra mile for someone truly in need. 

But these exceptions should be the result of careful discernment, not a knee-jerk reaction to client demands. It’s about knowing when to stand firm on what’s feasible and when to accommodate reasonable requests. Striking that balance is crucial for maintaining a healthy client relationship.

Riley Beam, Managing Attorney, Douglas R. Beam, P.A.

Prioritize Mental Health with Clients

This sounds textbook, but it’s true. I handle demanding clients by taking care of my mental health during stressful times. I make sure that I am getting enough sleep, creating boundaries around my working hours, making sure I get exercise, and eating healthy foods before I go through client interactions. 

I also started a process of dumping the stressful ones. When I finally stepped away from the ‘bad clients’, I rediscovered my own value. Good clients don’t cause unusual stress; they’re team players, and you work together to solve problems in reasonable amounts of time with the right information. Make your mental health a priority, and never ever let someone ruin your day.

James McNally, Managing Director, SDVH [Self Drive Vehicle Hire]

Transparency and Empathy in Upgrades

Handling a demanding client or customer, especially when transitioning them from a free starter package to a paid subscription, has been one of our more delicate challenges. Our generous free starter package allows for up to 12 months of free use of our software, a strategy we’ve implemented to give potential customers ample time to evaluate the value of our product. However, some customers become upset when it’s time to upgrade to a paid subscription, despite having enjoyed the software for an extended period without cost.

In these situations, our approach has been rooted in transparency and empathy. We start by acknowledging the customer’s concerns and expressing understanding that any change in cost can be a sensitive issue. Then, we explain the reality of our situation: that there is a cost to us for providing the free service. This includes server costs, development, support staff, and more, which are all essential for maintaining the high level of service and functionality our users have come to expect.

We also make it a point to highlight how, even with the transition to a paid model, our software remains one of the most affordable options in the market, offering exceptional value for its price. We provide detailed comparisons to illustrate this point, showing how our pricing is structured to be as accessible as possible while sustaining the quality and continuous improvement of our services.

From this experience, the key lesson learned is the importance of setting clear expectations from the beginning. Ensuring customers understand the terms of the free package and the reasons behind the transition to a paid model can mitigate dissatisfaction. By approaching such conversations with empathy and readiness to explain the value and costs involved, we can turn a potentially negative situation into an opportunity to reinforce the value of our product and the fairness of our pricing strategy.

Blake Smith, Marketing Manager, ClockOn

Improved Notification System for Safety

A few years ago, we were completing the roof replacements on a multi-family complex, which is always a challenging task. We had our project manager on-site full time to assist with any issues that may arise and ensure the job site stayed clean and safe. 

One morning, a resident of the community came racing out of her unit, late for her appointment, and frustrated with the traffic closures required that day to complete our roof replacements. While our project manager tried his best to calm her, she was unreasonable in that moment and drove her car through our closed-off sections, nearly hitting our project manager and endangering herself and our crews. 

After this happened, we realized how lucky we were to avoid a much worse situation and that we needed to make some changes in our process to keep our crews safe and the community informed and happy. While there was no excuse for her behavior on that day, looking back, maybe if she had been better informed, the situation may have been different. 

Upon our completion of that project, we designed an entirely new system of notifications that includes customized web pages that community members can reference at any time if they so choose. Our new policy includes traffic impact summaries and notifications repeatedly throughout the replacement process. 

As I mentioned, we don’t condone the behavior of the resident that day, but since we have instituted these new policies and made them readily available to the community during replacements, we have not experienced something like this since and find our customer satisfaction on apartment complex repairs to be much higher. Thanks for your consideration, and please let me know if there is anything else I can be of assistance with.

Niki OBrien, Operations Manager, Custom Exteriors

Premium Support for Demanding Customers

One of the things we’ve done is create a premium support plan that is specifically available for demanding customers. Usually, their concerns will be related to our work not being fast enough or not spending enough time with them. With competing customer concerns, it’s a balance. If they are willing to put their money where their mouth is, it allows us to justify the concierge support and pay for it as well.

Trevor Ewen, COO, QBench

Empathize to Transform Client Challenges

In my journey as CEO, I encountered a particularly demanding client whose expectations far exceeded our standard offerings. I utilized what I call the emotional-resonance mirror technique, carefully listening and then reflecting their concerns with empathy, showing them we understood their needs deeply. 

By mirroring their emotions and concerns, we established a connection that transcended mere business transactions. This approach led to a customized playground design that delighted them and their community. The lesson here is profound—truly listening and empathizing with clients can transform challenges into opportunities for growth and innovation. This experience taught us the value of empathy in business, turning a demanding situation into a mutually rewarding partnership.

Wyatt Underwood, Chief Executive Officer, Playground Expedition