What should you do when a client disregards your email marketing advice?

Summary

When a client disregards email marketing advice, a multifaceted approach is recommended. This includes managing expectations upfront, documenting advice and potential risks, backing up recommendations with data and industry best practices, and building strong client relationships. Effective communication, clear goal alignment, providing training, and offering alternative solutions can also help. Ultimately, if the client's actions consistently harm deliverability, consider ending the business relationship. A sense of humor can also help lighten difficult situations.

Key findings

  • Manage Expectations: Setting clear expectations from the start regarding the potential consequences and benefits of following or ignoring advice is crucial.
  • Documentation is Key: Documenting all advice, recommendations, and the reasons behind them creates a clear record and protects you from liability.
  • Data and Best Practices: Backing up advice with concrete data, analytics, and industry best practices makes recommendations more persuasive.
  • Build Relationships: Strong client relationships built on trust are more likely to result in clients following your advice.
  • Communication is Paramount: Clear, effective communication ensures the client understands the advice and its importance.
  • Goal Alignment: Aligning your recommendations with the client's specific goals and objectives increases the likelihood of adoption.
  • Alternative Solutions: Offering alternative solutions and compromises can bridge the gap between your advice and the client's hesitations.
  • Risk Assessment: Conducting and presenting a risk assessment highlighting the negative consequences of ignoring advice can be effective.
  • Training: Providing education and training to the client's team can improve their understanding and implementation of your advice.
  • Last Resort - Termination: If the client consistently disregards advice and their actions are harming their deliverability (and potentially yours), ending the business relationship may be necessary.

Key considerations

  • Client Autonomy: Remember that ultimately, the client makes the final decisions, even if you disagree.
  • Business Needs: Understand that the client's decisions may be driven by specific business needs or constraints you are not fully aware of.
  • Contractual Protection: Consider including a disclaimer in your contract to protect yourself if the client ignores your advice and suffers negative consequences.
  • Adoption Rates: Be prepared for low adoption rates, and adjust your strategies accordingly.
  • Humor as a Coping Mechanism: Recognize that sometimes, humor can be a helpful way to deal with frustrating situations.
  • Impact Assessment: Carefully assess the impact of the client's choices both on their results and your business, when deciding to keep the client.
  • Ethical Considerations: Ensure that the risk assessment highlights all negative impacts

What email marketers say
11Marketer opinions

When clients disregard email marketing advice, various strategies can be employed, focusing on clear communication, documentation, and relationship building. Setting expectations upfront, backing advice with data, and explaining potential consequences can help. Sometimes, accepting the client's decision is necessary, while offering alternative solutions and education can foster collaboration. Building trust and documenting recommendations provide a foundation for better client alignment.

Key opinions

  • Clear Communication: Focusing on clear and effective communication ensures the client understands the advice and its importance.
  • Data-Driven Recommendations: Backing up advice with data and analytics can increase client adoption by showcasing potential improvements.
  • Expectation Setting: Clearly setting expectations from the beginning helps manage client understanding of the advice's value.
  • Consequence Awareness: Outlining potential consequences of ignoring advice can encourage clients to reconsider their decisions.
  • Documentation: Documenting advice in writing creates a record of recommendations and their rationales.
  • Relationship Building: Building a strong relationship with the client fosters trust and increases the likelihood of advice being followed.
  • Client Education: Providing education and training equips the client's team with the knowledge to implement recommendations.

Key considerations

  • Client Autonomy: Recognize that clients ultimately make the final decisions, even if you disagree with them.
  • Alternative Solutions: Offering alternative solutions and compromises can bridge gaps and address client concerns.
  • Adoption Rates: Acknowledge that low adoption rates are common and adjust strategies accordingly.
  • Business Needs: Consider that client decisions might be driven by specific business needs.
  • Client Training: Consider if the client has the skills to effectively implement the advice. Provide training if not.
Marketer view

Email marketer from Quora suggests focusing on clear and effective communication. Make sure the client understands your advice and why it's important.

October 2024 - Quora
Marketer view

Email marketer from GrowthMentor suggests setting clear expectations from the start. Explain the potential consequences of ignoring your advice and the benefits of following it.

February 2024 - GrowthMentor
Marketer view

Email marketer from Search Engine Journal suggests providing education and training to the client's team. Equip them with the knowledge and skills they need to implement your recommendations effectively.

April 2021 - Search Engine Journal
Marketer view

Email marketer from Neil Patel Blog recommends backing up your advice with data and analytics. Present concrete evidence that supports your recommendations and shows how they can improve results.

October 2023 - Neil Patel Blog
Marketer view

Email marketer from DigitalMarketer emphasizes the importance of building a strong relationship with the client. When clients trust you and value your expertise, they are more likely to follow your advice.

July 2024 - DigitalMarketer
Marketer view

Email marketer from MarketingProfs recommends clearly outlining the potential consequences of ignoring your advice. Show the client what could happen if they don't follow your recommendations.

March 2023 - MarketingProfs
Marketer view

Email marketer from LinkedIn recommends documenting all your advice and recommendations in writing. This way, you have a record of what you suggested and the reasons behind it.

January 2023 - LinkedIn
Marketer view

Marketer from Email Geeks shares their personal favorite client response is “I understand what you’re saying, but our business has needs.”

May 2021 - Email Geeks
Marketer view

Email marketer from Reddit explains that sometimes you have to accept the client's decisions, even if you disagree. Your job is to provide the best possible advice, but ultimately, the client makes the final call.

May 2022 - Reddit
Marketer view

Marketer from Email Geeks shares that you have to teach clients to be clients and that there’s often low rates of adoption.

August 2021 - Email Geeks
Marketer view

Email marketer from Smart Insights suggests offering alternative solutions and compromises. If the client is hesitant, try to find a middle ground that addresses their concerns while still improving results.

June 2024 - Smart Insights

What the experts say
3Expert opinions

When a client disregards email marketing advice, experts suggest various approaches ranging from managing expectations and documenting potential risks, to considering ending the business relationship if the client's actions consistently harm deliverability. While some responses are humorous, the general sentiment emphasizes the importance of protecting your own reputation and resources when a client consistently ignores advice.

Key opinions

  • Document Recommendations: Documenting recommendations and potential risks upfront helps manage client expectations and provides a clear record of advice given.
  • Protect Reputation: If a client's actions consistently harm deliverability, consider ending the relationship to protect your own reputation and resources.
  • Humor as a Response: While not always appropriate, humor can be a way to express frustration or highlight the absurdity of a situation.

Key considerations

  • Contractual Disclaimer: Consider including a disclaimer in the contract to protect yourself if the client disregards advice and suffers negative consequences.
  • Impact on Deliverability: Assess the impact of the client's actions on their deliverability and yours before deciding to end the relationship.
  • Client's Perspective: Consider the client's perspective and reasons for disregarding advice before taking drastic action.
Expert view

Expert from SpamResource suggests that sometimes the best course of action is to 'fire' the client. If a client consistently disregards advice and their actions are harming their deliverability (and potentially yours), it may be time to end the business relationship to protect your own reputation and resources.

December 2021 - SpamResource
Expert view

Expert from Email Geeks jokingly says when asked “What’s stopping us?” their answer is “Geometry.”

November 2022 - Email Geeks
Expert view

Expert from Word to the Wise emphasizes the importance of documenting recommendations and managing client expectations upfront. It is recommended to document clear expectations and risks involved if the advice is not followed, potentially including a disclaimer in the contract.

July 2022 - Word to the Wise

What the documentation says
4Technical articles

Email marketing documentation suggests aligning recommendations with client goals, presenting industry best practices, establishing a testing framework, and conducting risk assessments. These strategies aim to increase the likelihood of client adoption by demonstrating value and potential consequences.

Key findings

  • Goal Alignment: Aligning recommendations with client goals increases the likelihood of adoption.
  • Industry Best Practices: Presenting industry best practices demonstrates the validity of the recommendations.
  • Testing and Optimization: Setting up a testing and optimization framework allows demonstrating the impact of recommendations.
  • Risk Assessment: Conducting a risk assessment highlights potential negative consequences of not following the advice.

Key considerations

  • Client's Goals: Thoroughly understand the client's goals and objectives before making recommendations.
  • Realistic Benchmarks: Use realistic and relevant industry benchmarks to support recommendations.
  • Test Design: Design tests that accurately measure the impact of the recommendations.
  • Risk Communication: Clearly communicate the potential risks in a way that resonates with the client.
Technical article

Documentation from HubSpot advises ensuring clear understanding of the client's goals and objectives. Align your recommendations with these goals to increase the likelihood of adoption.

December 2024 - HubSpot
Technical article

Documentation from Mailchimp advises presenting industry best practices and benchmarks. Show how your recommendations align with what successful companies are doing.

April 2022 - Mailchimp
Technical article

Documentation from Litmus recommends setting up a testing and optimization framework. Demonstrate the impact of your recommendations through A/B tests and other experiments.

October 2022 - Litmus
Technical article

Documentation from SendGrid recommends conducting a risk assessment. Evaluate the potential negative consequences of not following your advice and present them to the client.

March 2024 - SendGrid