Doncho Dan Miladinov

After working with 200+ clients in the last 5.5 years here are the 4 steps I started implementing in client communication to help me prevent client misalignment.

During a Clay Cafe weekly call on Friday (thanks Kellen Casebeer for the awesome community) the topic of client misalignment and "we never approved these parts of the project" came up.

These things happen because humans forget, assume, take shortcuts, and get busy. And as service providers, that becomes our problem fast.

I've been there. More times than I'd like to admit. So I shared a few things that have saved me over the years. Especially for GTMe's working solo or freelance, new agency owners, or anyone working directly with clients:

1️⃣ Share your screen and take notes live during the meeting. Write down key decisions, action items, and feedback as you talk. Then spend 2-3 minutes at the end reviewing them together.

It gives the client two chances in real time to agree or push back. No room for confusion later. This skill took me longer to acquire, but trust me, it is so worth it.

2️⃣ Might be a hot take but I don't like relying on automated post-meeting notes. Yes, they feel productive. But if you don't have time to write these out after the call, the client probably also doesn't have time to read through AI generated notes that might or might not hit the mark.

I believe real notes beat auto-summaries every time and if you followed point 1, you won't even need post-meeting notes, they are already there.

3️⃣ Meet the client where they actually live. Some prefer WhatsApp. Others are Slack-only. I've used email, Telegram, Discord, you name it. Adapting to their preferred channel eliminates most of the friction before it starts.

This step might become a problem as you scale operations and start working on 50+ clients at a time, but champagne problems once you get there. In certain situations it will help the client pay attention and keep track of the results.

4️⃣ Hardest step. Not every client is a client for you and that's fine. This one takes experience to recognize. You don't need to keep clients who drain your energy or constantly misalign with how you work.

If there is a partner on the team that matches their energy better, let them take lead. There are clients built for your style, and clients built for someone else's. That's just reality.

I have yet to master this one.

*BONUS*

If there is a serious misalignment that pops up with the client, getting them on a call as soon as possible is a life-saver! 

By the end of that Clay Café call, I realized how universal this issue is no matter your experience level. That's pretty cool about this community: everyone shares real situations, not theory, and we all get better because of it.

If you're building a GTM agency or running solo: Client communication isn't a "soft skill." It's a survival skill - the thing that keeps great partnerships going for years.

Done Miladinov

AI Outbound GTM | Automating Operations | Clay

Client Management

Unexpected easter egg from Zoominfo.
Pair it with Google + Clay + Zenrows and get revenue and funding for your TAM.

Whenever you search this, the first result on Google has the revenue or funding info in the span text and you can get it at scale with Zenrows. 

A few constraints:
1. New companies won't be in the zoominfo database
2. Companies below 5M yearly revenue are all shown <$5M
3. Companies with the same names might get mixed up, but from what I saw using the domain, it usually pushes the right company as the first result in Google, with the rest following up as the 2-3 results. 

Let me know if you want the json for catching this info by using Zenrows in Clay.

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91k Instagram | 80k LinkedIn | Influencer | Content creator | UGC creator | Personal Branding Expert |Fitness Enthusiast | I can create buzz 🐝 about your brand & I can help you grow on LinkedIn 🙋‍♂️ | Delhi | Indore

Hey ,
This is Atul Patidar I am a blogger and content creator / Influencer. I create content around topics related to Fashion, Lifestyle and Travel. I basically live in Dhar, Madhya Pradesh which is a place near by Indore. I have completed my Education upto 12th from there only, after which i have moved to Vadodara, Gujarat for my college degree in Engineering. I have completed my degree from Parul University which is highly reputed across Gujarat, India. I am not a very super nerd guy but i am a fast learner and always scored good grades in my academics. During this period of my Education i kept creating content on different social media platforms like Pinterest, Instagram, Blog and LinkedIn. I was one of the early member who came across influencer marketing that is around 2016 and I was one of the  influencer from India. Being in this early journey learnt a lot about digital marketing and most of the time I predicted what are things that will boom in future. I used to create content on Instagram mostly, so i was the one who worked with Instagram for their reels campaign among many influencers in India. I have worked with Pinterest when their new feature that is Idea Pin launched. For that i used the feature and provided valuable feedback to Pinterest team. Also, few months back i have worked with google for their Web Stories project which was just limited to few handful creators in India. It was pleasure for me that i have worked with three main giants of Social media platforms Instagram, Pinterest and Google. Apart from this things i keep my eyes on things like Fitness, Travel, cryptocurrencies and as of now power of LinkedIn. I am also looking forward to leveraging my potential in two fields one is Influencer Marketing and second is Fitness. Fitness is very close to my heart and that is why i have started an Ecosystem for fitness enthusiasts which is named as ZERO TO INFINITY. This project is still in very early stage and that is why there is pre planning going on before actual execution. The Road map for Zero to Infinity is still a secret and you will definitely know about that once it gonna revealed on different Social Media platforms. 

Atul Patidar

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