Turning Away Business

Is it a match? ~ Creative Commons License

This week we’ve been discussing consults: how to create a consistent client experience and how to identify a difficult client.  The big question of the week is:

“How do I turn away a client that I don’t want to work with?”

There is no easy way to do this.  It’s like telling a date that dinner was really nice but you don’t want to see them again.  ARGH.  Painful.

You do need to find your own style.  But, I’m going to give you some help.  Here are my tips:

Don’t Lie

Don’t say you are booked.  Why did you take the consult appointment in the first place?  It also makes you look flakey.  And personally, I can smell a liar a thousand miles away.  Honesty is key to the integrity of your business.  Even if that client is not a match, you want to do this honestly.

Practice Makes Perfect

The first time is really hard.  And, you will likely be bad at turning away a client.  You will feel like a goof.  You will feel clumsy.  You will probably not look very good.  But, it does get easier.  And, learning how to do this is VITAL to the success of your business (and your sanity).

Did You Listen?

In the consult, you should have been able to identify key reasons as to why this bride or groom is not a match for your business.  You will need to know these reasons to help identify why it is not a match.

Allow Them To Turn You Down

Once you get good at identifying the “red flags” of a difficult client you’ll become skilled at “steering the consult”.  When a client comes in with demands that I know I cannot fulfill, I start asking questions, “So, tell me, is this what you are looking for?”  I fully know what the answer is going to be.  I explain to them my limitations and fears in being able to fulfill their needs.  They start to see where this is going.  We both come to the same conclusion: it’s not a match.  It’s amicable.  This is a mutual break-up.  If you listen to what they are saying, you can put it onto their court.  The decision becomes theirs to turn you down.

This Is Business

I know this is nutty, but one of the best lessons I learned about being in business was from the TV show “The Apprentice”.  Trump says, “Don’t take this personally.  This is business.”  This is a tough thing to swallow in an industry that is VERY personal.  But just knowing (in your head and your heart) that this is a business decision will make you feel stronger.  This doesn’t mean you have to be cruel to your client.  It just means that in your head you need to believe in your reason for doing this: It is a smart business decision.

Be Humble

Even if you are an “award-winning” wedding pro who can have their pick of clients… and, even if you have an artistic form that is unique and untouchable… do not be a diva (or a dick.)  I’ve heard a few stories of arrogant pros that basically tell the client, “That is beneath me.  I will not do that.  That is so boring (or ugly – or tacky.)”  You may feel that you cannot compromise your artistic integrity.  But, you don’t have to be mean about it.  This is the most important day of people’s lives.  Don’t spit on it.  Yes, I’ve had people ask me for invites with doves and interlocking hearts.  I won’t do them.  But, I wouldn’t dream of telling them that they are passé (or dare I say it, tacky.)  This is their dream day.  Don’t ruin it with arrogance.

A Match Is Not A Match

Ultimately, if it’s not a match, it’s not a match.  Trying to make it fit is not only doing you a disservice but also giving your client a bad experience.  If you were unable to “steer the consult” so that the client turns you down, you are going to have to do it.  If they want a proposal and you know it is not a match, you are going to have to let them know.  It’s a difficult conversation, but YOU CAN DO IT.  (It gets easier over time.)  You need to find a way that is comfortable for you.

For me, since it involves invitation design, I focus on the design element “You are a lovely couple and I would love to work with you.  But, I need to be honest.  I don’t think I’m going to be able to provide the service you want.  You want x and my expertise is y.  (Or, your deadline is x and my timeline is y.)  I think you will be much better suited with another designer.”

If you are providing a service, it is a little more challenging because you can’t pin it down on something tangible like “creative differences”.  Sometimes it is just a personality mismatch.  You have to remember that if you are planner, a wedding is your product.  Whether the client is a little coo-coo or their taste is different than yours, you are not going to be able to provide the wedding they want.  You need to let them know that.  They may be put off in the beginning.  But, by assuring them that you really just want them to have the best wedding and that you are not the one to give them that, they will be better in the end.

Help Them Find A Match

Depending on why I turn away business, I usually give people some recommendations.  I never want to send a bridezilla to another vendor.  But, usually it is a design mismatch or a personality mismatch.  If it is a bridezilla, I try to identify what about them is difficult.  There are some planners who work wonders on difficult people and can handle all types!  Knowing how to match people is part of your job.  You need to know when it’s a good match for you, and when it’s a good match for someone else.

You will “make good” by helping the client find a match.  By identifying key needs of theirs and helping them find someone to work with will reflect strongly on your business.  “You said that you wanted to have white doves flying overhead while 10 small children toss soft pink petals by your feet as you walk down the aisle to the song You are so Beautiful.  I know of a planner who is also an awesome designer.”

Helping them find a match is key to having a good reputation.  It will also personally make you feel better to have a solution for them.  Furthermore, they will remember your generosity.  I’ve had people refer their friends to me even though we were not a match.  Kindness and generosity go a long way – even with a bridezilla!

In Summary…

There is no easy way to do this.  You need to find your own style.  But, if you listen and learn what the client wants, you can determine whether it’s a match.  FOCUS on making a MATCH.  Whether that match is with you or with someone else, your job is to find a solution.

What do you think, wedding pros?  What are your tips for letting someone down?

February 4, 2010 - 8:38 am

Phil - Learning to handle the clients who aren’t going to be a good match has been such a blessing. I’ve run into really nice people who are just looking for a service that doesn’t match what I do. My first turn away was an acquaintence who was a personal referral from a close friend. After speaking with the bride it was so clear that what the couple wanted wasn’t what I could do for them. In the end, sending them to another photographer established better relationships all over – with the friend, the bride and couple, and the photographer I sent them to. This is a great article – thanks for all the wisdom recently!

February 4, 2010 - 9:01 am

Tara Bliven - I have done the “we’re booked” thing (oops), but graduated to clumsy “it’s not you, it’s me” conversations. CLUMSY! But I’m glad I did it, and they will be to :) Awesome post, Michelle — thank you for sharing your knowledge with us.

February 4, 2010 - 12:28 pm

Sharon - Thank you so much for this week’s post. I have struggled with this topic for a while and appreciate the insight and guidance. Thanks to Catie for sending the link my way!

February 5, 2010 - 3:42 pm

Cynthea Kinnaman - Thank you for this post. I once heard a less experienced wedding planner in answer to the question “Who is your target market?” say, “My target market is any bride who wants to hire me.”

I just shook my head.

If we’re selling ourselves to every bride, how do we ever differentiate ourselves and stand out from the competition? I don’t meet with brides unless we’ve had an in depth phone conversation about what they are looking for and what we can deliver. If my instinct says we’re not a match, I tell them very simply, “In all honesty, I don’t think we’re a good fit for you. Our goal is to have you absolutely thrilled with our service and I just don’t get the feeling that we’re going to be able to deliver what you’re looking for in the way you would like it delivered. We’d be happy to recommend another planner to you.”

I wish them all the best. I truly do. But the quickest route to burnout is trying to be all things to all people.

February 12, 2010 - 1:46 pm

lindsey - should i be concerned if a clients asks for a discount before meeting me or learning anything about our pricing at all? kind of off-putting, but not sure if this is common?

February 12, 2010 - 2:19 pm

Michelle Loretta - Unfortunately it is common… and you should be concerned when people ask for this. Typically, if someone is asking for a discount before they meet you, they only care to purchase based on pricing. It will be hard (and probably impossible) to change their mind. You will want to steer clear from people like this, in my experience.

February 24, 2010 - 4:57 pm

Calisara - Michelle! I had to look up this post again for reference. I think I’m going through my first ever experience, and it’s very isolating. But glad to read through the comments as well. Though one thing about pricing, I think the general public believes asking for discounts is simply a “negotiation” tactic, so I wouldn’t write off someone off the bat when they are taking an innocent approach to “score a deal”. Though, that is just one small area to consider, most price shoppers want it all but not pay for it. So go with your gut.

In my case I feel that I’m being directed upon rather than looked at as a professional. I want feedback, and want to fulfill the client’s request and take direction, but I’m also bringing my experience to the table so I have more than just my services. And it’s getting to the point, where I know I will not be successful, even if I do get the job done properly. Toughie.

March 2, 2011 - 1:09 am

Kate/MagnoliaRouge - Yet another fantastic article… I’ll be referring back to this for sure!!

November 9, 2010 - 9:06 am

Picking Up the Phone » Sage Wedding Pros - [...] more about their vision, and more about them.  I can also identify any red flags in case this is a client that I need to turn away before I meet with them.  It also gives me the opportunity to refer them to someone who is a [...]

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