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Setting Boundaries with Clients

April 24, 2024 | by Mary Windham | This post may contain affiliate links



As a new business owner, landing clients and growing your business is often your first priority. 

Amidst the hustle and bustle of building your brand, though, it's crucial to establish clear boundaries with your clients.


Setting boundaries not only fosters healthy professional relationships, but also ensures that you maintain your well-being and integrity as an entrepreneur. 

We know it can be hard, so let’s explore why setting boundaries is essential - along with some practical examples of how to set them effectively.


Why Set Boundaries with Clients?


Maintaining Work-Life Balance


Without boundaries, it's easy to find yourself working around the clock, sacrificing your personal time and well-being for the sake of your business. Setting clear boundaries helps you carve out designated work hours and leisure time, fostering a healthier work-life balance.


Respecting Your Expertise and Time


Establishing boundaries communicates to clients that you value your expertise and time. It sets the tone for a professional relationship where mutual respect is paramount, preventing clients from overstepping or having unrealistic expectations.


Preserving Mental and Emotional Well-being


Dealing with demanding or difficult clients can take a toll on your mental and emotional health. Setting boundaries lets you protect your well-being by establishing guidelines for:

  • communication,

  • workload, and

  • expectations.


Setting boundaries is talked about in all kinds of situations, but sometimes it can be hard to know how (especially in a professional setting). Don’t worry! We have you covered.




How to Set Effective Boundaries


1. Define Clear Communication Channels


Establish specific communication channels, such as email or project management platforms, for client correspondence. This includes a separate phone/phone number for calling and texting. Communicate your preferred method and response times upfront to manage expectations effectively. 


2. Set Working Hours and Response Times


Clearly outline your working hours and availability to clients. Let them know when they can expect a response to inquiries or requests, ensuring that you have dedicated time for both work and personal commitments.


Add this to your terms and conditions as well


3. Establish Scope of Work and Expectations


Develop detailed project proposals or contracts that outline:

  • scope of work

  • deliverables

  • timelines

  • any limitations or exclusions


Clearly define what is included in your services and what falls outside the scope to avoid scope creep.


4. Enforce Payment and Billing Policies


Clearly state your payment terms, including deposit requirements, invoicing schedules, and late payment penalties, in your contracts or agreements. Be direct and honest about payment expectations to avoid disputes or delays.


Add this to your terms and conditions as well!


5. Manage Boundaries During Meetings and Client Interactions


Set agendas for client meetings to ensure that discussions stay focused and productive. Politely redirect conversations that veer off-topic or exceed allotted meeting times to respect both parties' time constraints.


6. Know When to Say No


This can be hard, especially when you’re first starting out, but it’s important you are prepared to decline projects or requests that are outside your expertise, capacity, or alignment with your values. Politely but firmly communicate your limitations and offer alternative solutions or referrals when possible.


Although it can be difficult when running your own business, setting boundaries with clients is not only beneficial, but necessary for quality work products, effective operations, and your overall well-being. 

By defining clear expectations, communication channels, and work parameters, you'll establish a foundation for positive and sustainable client relationships.


Remember that setting boundaries isn't about being rigid or inflexible but about fostering mutual respect, maintaining balance, and preserving your integrity as a business owner.


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