Logo (3)

The sales process is a thrilling journey where you’re on the brink of transforming a prospect into a valuable client.


You’ve meticulously pre-qualified them, ensuring they align with your business values, and it appears that the stars are aligning for a successful conversion. But pause for a moment before sealing the deal – have you established your boundaries?


In the eagerness to emphasize the benefits of your services and the incredible value clients will gain, it’s easy to overlook a fundamental aspect which is setting the framework for a healthy and mutually beneficial business relationship.


While showcasing the wonders of your services is vital, outlining your expectations and limitations is equally crucial.


Navigating the Boundaries:

When engaging with potential clients, it’s natural to want to paint a vivid picture of the benefits they’ll enjoy. However, in the midst of this enthusiasm, it’s essential to define the terms under which you operate, think of it as crafting a roadmap for a successful partnership.


  1. Clear Communication of Services: You want to highlight the array of services you offer and the transformative impact they can have on the client’s endeavours, but it’s imperative to lay out the specifics of what your services entail. Let your clients know what’s included – and what isn’t – in the package they’re purchasing to avoid misunderstandings down the road.
  2. Establishing Availability: It’s important to set realistic expectations regarding your availability, define the windows of time during which clients can contact you for queries, updates, or discussions. This not only fosters professionalism but also prevents unreasonable demands on your time.
  3. Communication Channels and Timing: Outline the preferred communication channels and methods for reaching out. Whether it’s email, phone calls, or dedicated project management platforms, providing this information helps streamline interactions, makes for better communication and minimizes frustration on both sides.
  4. Addressing Additional Support: Offering extra support can strengthen your client relationships, but it’s essential to clarify the terms. Clearly state whether supplementary assistance beyond the agreed-upon scope will incur additional charges or whether it’s included as part of the initial arrangement. This prevents misunderstandings and preserves the integrity of your services.


The Perils of Neglecting Boundaries:

Regrettably, the consequences of neglecting these boundaries can be significant. Stories are plenty about of professionals who find themselves bombarded with weekend and late-night calls, or who grapple with clients consistently seeking more than was initially agreed upon. This scenario often stems from a lack of early boundary-setting and can strain even the most promising partnerships.



Leading by Example:

It’s important to recognize that setting boundaries isn’t solely for the benefit of the client – it’s a two-way street. As business owners, we’ve all been enticed to bypass these lines at times. Even the most experienced among us can fall into the trap of offering services beyond the scope of our agreement.


I too have been guilty of this oversight, reminding myself to establish when I’m available for contact and ensuring that any additional work is appropriately compensated. It’s a learning process, but it’s a critical one.



As you embark on your journey in business, keep in mind that while dazzling your prospects with the potential of your services is important, it’s equally crucial to lay down the foundation for a successful partnership.


By setting boundaries, you’re not only safeguarding your time and resources but also fostering a culture of respect and understanding between you and your clients. So, before you dive headfirst into aiming to please everyone, take a step back, define your limits, and communicate them to your clients.

Untitled design (2)

“My name is Sarah-Jayne Astral founder of the Leads to Sales Accelerator which was created for business owners who are amazing at what they do but need more clients.

I have owned various types of business and been at the the forefront of sales and marketing for over 25 years and now focus on helping business owners generate quality leads and convert those leads into sales.

But that’s not all, from there I show you how to put the right systems in place that will allow you time to do what you’re good at – delivering an excellent service – whilst knowing you have a consistent flow of prospects and a solid revenue stream.

Untitled design (8)

To find out more about how the Leads to Sales Accelerator programme can work for you just click the link below to book a free consultation