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The Writing Client Checklist

What’s on the iPod: Falling by Desmond Myers

I dont’ know why it’s so, but I’ve always found Tuesdays to be some of the busiest days I’ve ever worked. Yesterday was no exception. I started with some interviews and quick articles, then progressed to more interviews and article revisions, then on to the large project, which is so close to finishing I can smell the ink on the check, then on to getting a few more projects ready to start. In between all that, I got in touch with some existing clients to give them a chance at this unusually light schedule I’m experiencing.

I’m still experiencing post-surgery fatigue. They told me when part of the liver is removed, there’s quite a curve toward feeling energetic again — six months out, they said, should be when I start to regain the strength. Not to mention that a gall bladder surgery, which I also had at the same time, nets a similar state of weakness. I thought I was doing fine, but in the last month I noticed a drop in my ability to finish all circuits in my exercises. I wanted to, and in fact had managed to do so about ten weeks after surgery, but lately, my legs and arms feel weighted down. So I’ve backed off a bit. Listen to the body, I say.

I was relating to a writer friend one of my more, uh, interesting client interactions of late. I won’t go into detail here so as not to embarrass the person if he/she is reading, but it was clear from the get-go that we weren’t a match in several ways. So it occurred to me that after years of negotiating with clients and handling all sorts of writing projects, I’ve have sort of a checklist by which I measure whether a client will fit. Maybe my checklist will help you decide if that writing client is worthy of you (and vice versa). So I ask these things:

Is it legit? Usually, this one is easy to answer. It doesn’t require a ton of thought or attention to tell when a client is either being straight with you or not. However, there are people in this world who are ridiculously convincing liars. I’ve had a few. I’m sure you have, too. Mentally hold up the conversation to the figurative light — is it believable? Why? Are the facts really facts? What kind of checking can you do to make sure the person is whom he says he is?

Who is the real client? I’ve been hired to ghostwrite for a client who was writing for another client. No big deal if I know about it. If I don’t, that ticks me off. Is your client really the end user of your writing? If not, did they tell you so? Are you okay with ghostwriting for another writer, if that’s the project? This also is a question to ask when you’re working with companies. Your point person may not be the one you have to please. Find out who is the decision maker and have at least one conversation with that person.

Can they afford me? Every writer should state their price early in the negotiations. If the client can afford you, you can then move into the details. If not, you save a ton of wheel spinning and tire kicking.

Can I work with this person? I like to ask questions of clients on the first contact so that I understand the project, but also so I can gauge how they respond. Do they communicate well? Do they fly off the handle or answer cryptically? Do they ignore your notes or phone calls? Also, I usually suggest how I work best — I hand them a draft, they go over it for changes, and I do the revisions. I tend to give them a schedule if they’re wanting it turned around quickly –will they meet their deadlines? If not, will they fuss when I bill them after waiting two weeks? Spell all this out at the outset when you can. Their acceptance or push back will answer the initial question.

Is this a project I want to do? I’ve turned down about six projects this year, mostly because I knew the work wasn’t for me. In a few cases, it was because I knew someone else who specialized in that area and who would rock the project, but there were a fair share of projects I wouldn’t touch if they were glued to thousand-dollar bills. If you’re not happy with your work, it will show. Why freelance just to be miserable?

Will this client pay? After a while, you get to know the types of people who won’t pay you. The patterns are similar — they want immediate discounts upon meeting you, they brag about their growth and profitability only to low-ball you on your fee, they use vague statements suggesting payment will come when they’re satisfied (and they use creative wording to tell you you’re about to get stiffed), they refuse to sign contracts….If the client in front of you exhibits any of the behaviors of those before him who had to be wrestled for payment, turn it down and walk away.

What’s on your client checklist? How do you decide if a new client is a good match?

10 responses to “The Writing Client Checklist”

  1. Devon Ellington Avatar

    I'm about to withdraw from a potential project, because I have repeatedly asked for schedule and financial parameters and been ignored. This guy wants to "talk." I've told him I'm not willing to do a phone conference unless I know the schedule and the financial will work.

    To me, this means you don't have them in place, and you want me to buy into your pipe dream.

    Ain't gonna happen.

  2. Allie Avatar

    A mutual friend introduced me to someone a few months ago that was looking to start a project, but after I talked to him, we found there were a lot of missing elements that he needed to figure out before I could begin working. A few weeks ago, the friend told me that he was "definitely ready" to begin working, so I called the guy back. Not only had he done nothing to fill the gaps of what I'd already told him I needed, but he didn't even remember talking to me in the first place! That showed me he wasn't serious about his project, and raised a lot of red flags for me.

  3. Lori Avatar

    Oh lord, do I ever hate those "Let's talk" conference calls that turn into additional calls to talk more about the topic we're not talking about in the first place. Drives me nuts when the start that!

  4. Lori Avatar

    Allie, that sounds like an army of red flags! You're smart to walk away. How the hell does someone not remember they talked to you? So damn weird.

  5. Jake Poinier Avatar

    Nothing more dangerous than a cocktail-napkin business plan. Works in the movies, but not so much in real life.

    Off topic: Didn't manage to get arrested in the park the other day–in fact, didn't even see any human beings–but did see a half-dozen elk and a few cows/bulls that the NPS allows to graze, apparently unbothered by the shutdown.

    You're welcome to contact me anytime about the speaking thing. And glad you're enjoying the books, happy to do a guest post on any of the topics.

  6. Paula Avatar

    This brought up a long-buried memory from my early days as a freelancer. I'd replied to a want ad in the local paper, it was seeking freelance writers for a new women's magazine.

    Turns out it was being launched by a young couple, and they wanted to meet at their apartment. That was red flag #1. (Not that home-based publications can't be great, but meet at a coffee shop for goodness sake!)

    Another writer friend had also replied. We were both curious, but suspicious so we arranged a group meeting instead. The couple had planned out the sections of the magazine, knew who would be handling what, they even stated a price. But guess what they didn't have? Funding.

    No surprise that the magazine never got off the ground.

  7. Lori Avatar

    Jake, we did hear on NPR that someone was arrested while jogging in one of the parks — not sure which one. Seems contradictory since parks are public lands.

    ANY time you want to guest post! Any time.

  8. Lori Avatar

    Paula, that's almost hysterical — almost because you and your friend wasted time with these people. I get that people have grand ideas, but damn. Does no one do basic research anymore?

  9. Nikki Avatar

    I must know exactly when to come over here and catch up on the reading. "Can I work with this person" and "Who is the real client" are top of mind for me right now for two separate projects.

    I turned down working with an agency because first off the pay was crazy low (CRAZY LOW)and the agency isn't the kind that will hand out the client's actual contact information so I could get a better understanding of the work. Knowing who the client is would be difficult.

    However, on a current, long term project that I've taken on, I'm in limbo. I'm waiting on information from an interview subject. I can only move so far forward before I'm back to the waiting game so in this case I have to go back to client and say that I'm waiting on X from their interview person. So frustrating and I'm not actually doing any work so I don't feel right billing just yet.

    Other than that I hadn't even considered those two questions being on my checklist but they are now.

  10. Lori Avatar

    Nikki, been there on both counts. On the first count, run. RUN. The pay alone is enough to make that a lousy situation. That they're not telling you who the client is isn't uncommon — they're protecting themselves from you bypassing them and stealing the client. It sucks, but that's where they're coming from there. But if they've contracted with you, an actual contract, that shouldn't be a problem. Still, they're low-paying fools, so run.

    The second situation is so common it's crazy. You race to get things done and one person holds everything up. Do go back to the client and say so. If it's an article and they are requiring this person's input, they need to know you've tried. If that person isn't required, they may have alternatives, or may be fine with you finding someone else. If it's a corporate client, they can light a fire for you. Had that happen just this week. One person was dragging feet, and the project head sent one note and copied me. Within minutes, the entire thing was resolved.

    I think that third question applies to the first client, too. 🙂

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