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Client Screening & Communication: Setting Boundaries and Protecting Yourself

Writer: Coach Candy KCoach Candy K

Client Screening & Communication: Setting Boundaries and Protecting Yourself

One of the most important things to understand in this business is the power of boundaries. Setting clear boundaries from the start will help protect your time, energy, and personal safety. Here's how to make sure you’re working with people who respect those boundaries:

1. Screening ClientsBefore anything happens, you need to screen your clients. Make sure they’re a good fit for your services. Ask the right questions upfront to ensure they’re serious and respectful. For example:

  • What type of service are you looking for?

  • Have you worked with other content creators?

  • What’s your ideal experience?

This helps set expectations and gives you a better sense of whether this person will be a good match.

2. Protecting Your PrivacyYou don’t need to share your personal life in-depth with clients. Keep your communication professional and safe. Always use an alias or stage name, and keep your personal social media and contact info private. You can use separate apps (like Kik, Telegram, or a dedicated business phone number) to keep your work separate from your personal life.

3. Setting Boundaries from the StartBe clear about your rules and boundaries early on. This could include:

  • The type of content you will or won’t create.

  • What time you are available to chat or work.

  • The price for your services and how you expect to be paid.

Make sure to reiterate these when necessary to maintain respect and avoid misunderstandings. If someone doesn’t respect your boundaries, don’t hesitate to cut them off. Your time is valuable!

4. Communication is KeyCommunication with clients should be clear and professional. Let them know when you’re available, what to expect, and how you’ll deliver the product or service. Be polite but firm about your terms. A great way to keep communication smooth is to have a “pre-set response” for common questions, like:

  • “My rates are listed on my page. Please feel free to check them out!”

  • “I only accept payment upfront. Let me know how you’d like to proceed.”

Once everything is clear, you’ll avoid unnecessary back-and-forth and can get to the fun part—creating content and connecting!

 
 
 

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