🚷 3 clients I declined this year

old me said yes. new me said no. what would YOU choose?

table of funtents

As a reminder, I started building keshty in public because:

- Most of us don’t come from a long line of entrepreneurs (me included)

- I wanted to equip minority misfits with tools to scale their own impact

- HENCE, I needed to live transparently (no BS) through my own journey

šŸ‘‹šŸ¼ it’s me, hi

HAPPY WEDNESDAY, MISFITS āœŒšŸ¼

First things first, it’s celebration time: tomorrow marks 2 years since I launched keshty to the world AND started to build her in public!!!

they grow up so fast 😭

Exclusive honesty for the subscribers in the room: I had no idea what I’d gotten myself into when I started - and 2 years later, I still come across the new and uncertain (often).

But it’s impossible to deny with time and consistency comes growth. One I’m most proud of is my litmus test for deciding who to work with - which has definitely improved in boatloads (heh, see what I did there?) since 2023.

Today, I want to share those learnings with you so you can get there in half the time.

Without further ado, let’s dive in 🌊 

 šŸš· 3 clients I declined this year

Jimmy Fallon Comedian GIF by The Tonight Show Starring Jimmy Fallon

I don’t know about y’all, but year 1 me felt low on cash and didn’t have the credible reputation to be picky.

Sure, I could’ve been ruthless in choosing the right client from the start - but mentally, I needed the journey to get there. 

Once I took my place in the market, year 2 me got tight on which clients were a f*ck yes, a soft yes and a no (ps: if it’s not a f*ck yes, it’s a no).

I can safely say every client I’ve worked with in 2 years had 1 thing in common: minimal time between proposal and starting work.

While it may have taken time to organically build the relationship, once we were at the ā€œI want to work with youā€ stage, we quickly (and collaboratively) toppled any barriers that got in the way of starting.

I appreciate this looks different depending on the customer you serve. Some industries and company stages will have longer sales cycles and logistical barriers.

But I work directly with founders who are also the primary decision maker. Once they’re ready in theory, they should be ready in practice.

So, how did year 2 me clean year 1’s baggage?

See below for the 3 clients I said no to this year (+ let me know if you would’ve done the same šŸ‘€).

1. the penny pincher

like - did you really gain anything?

Penny pincher clients look like:

  • aware of your fees, yet question why things cost what they do

  • super keen (even pushy) to work with you - until price is brought up

  • can afford you in discussions, then suddenly can’t after the proposal

The specific example:

This year, I was approached for an ideal project by a former colleague. They’ve since moved onto a new employer and their CEO was ā€œsuper keenā€ to work with me.

In context, they were super keen and confirmed all good with our prices.

They’d already raised $1m and wanted more. So my first task for them was to create a post-raise org structure and join an investor call as the ā€œfCOO we’ll work with should we get this cash.ā€

In 30 minutes, I helped the CEO secure $250k of additional investment (woooo!)

The CEO emailed, WhatsApp’d and wanted to hop on a call multiple times a day. My only flag at this point was, ā€œI need to set boundaries so this guy communicates with me sustainably.ā€

So surely, y’all are wondering - how when we considered a longer-term, Fractional COO arrangement post-raise as planned - the CEO:

  • questioned why I charged to audit the org (which we’d already discussed)

  • asked, in detail, why I cost what I do (ā€œthis would make you more expensive than a senior partner at Bird & Birdā€ were their exact words)

  • hit me with the ā€œI definitely want to work together, but we can’t afford youā€

In the end, we did the audit (paid, obvs) - but with increased uncertainty and indecision from the CEO, I decided not to proceed with a longer-term engagement.

šŸ’© BS-FREE TEA ON WHY I SAID NO:

Clients like this will consistently expect you to prove your value. They have tunnel vision on costs and struggle to maintain patience in their investments - which includes you.

Mutual trust needs to be present for these arrangements to work. But with penny-pinching clients, every email, task and minute spent on their business comes with a side order of scrutiny.

No one wants to spend more time proving the value of their work over doing the actual work. Spend your time on clients who know your ROI without needing constant justification.

2. the time-waster

I don’t write the rules, just make the memes

Time-waster clients:

  • struggle to manage their time effectively

  • arrive late or unprepared to meetings (if they arrive at all)

  • again, super keen (even pushy) to work with you - until it’s time to show up

The specific example:

A founder I’ve known for 2 years got in touch ready to talk scale.

don’t get me wrong: we 100% love to see founders succeeding!!

After initial scoping, we agreed they’d be most successful with a mix of growth and scale advisory. I enlisted the help of my trusted growth companion, Gav, to tag-team this project with me.

The founder booked in Scoping Convo 2, but come call time, they were a no show.

We got an email hours later saying they were stuck in the sky and didn’t have signal to let us know. I question why anyone books calls fresh off a flight, but put this down to a ā€œme thingā€ and gave them a pass. They rescheduled the call.

Attempt 2, we got this email bang on start time:

I’ll try my best to join a call I BOOKED IN YOUR DIARY 😭

Year 1 me would’ve ā€œtotally understood!ā€ and booked the third call.

Year 2 me is savage though, so this is how we replied (ps: feel free to use this template - if it helps YOU do the same, I ain’t mad):

any trace of the people-pleaser in me died with this email

It won’t surprise you to hear we received no response (let alone an apology!) since.

Which, thankfully, gave both me and Gav time back to focus on clients who are serious about working with us.

šŸ’© BS-FREE TEA ON WHY I SAID NO:

I believe we start as we intend to go on. If clients can’t take their time with you seriously in the proposal stage, how will they be to work with?

I’m sure time-wasters aren’t ill-intentioned. But for me, this signals poor prioritisation - and we’ll have to deal with it through the ENTIRE engagement.

Remember folks: you’re not being paid to do the work AND drag your primary stakeholder through the finish line.

This will only work if they hold their end of the bargain - and if you can’t deliver because of them - it’ll only be your reputation on the line.

3. the terrible two

help, my eyeballs hurt

Terrible two clients:

  • don’t see eye to eye, but want you to please both of them

  • hope that you’ll somehow fix their relationship by fixing the business

  • use your time as therapy, then wonder why things haven’t moved faster

The specific example:

Working with co-founders can be GREAT when they’re constructive and aligned.

But for every incredible co-founder relationship, there are 10 fractured, tense and misaligned ones waiting to collapse.

Last year, I started working with a CEO who’d just promoted their COO and wanted me to advise both of them.

Trouble was the CEO and COO worked at completely different paces; to get them aligned on anything, I had to either move too slow for the CEO or too fast for the COO.

Ultimately, it wasn’t my favourite project. It didn’t give me fulfilment or pride because I didn’t feel we achieved any meaningful outcomes.

This year, I had another co-founder duo approach me for advisory. I could see the signs from our first call: they weren’t on the same page - personally or professionally. While I could surely help them in some ways, I couldn’t help them where it really mattered.

And it’s not our place to.

Proud to say year 2 me sat this one out with zero regrets.

šŸ’© BS-FREE TEA ON WHY I SAID NO:

While I’ll always believe Fractionals are superhero problem-solvers, the fact is we can’t put a plaster on something broken and hope it’ll heal.

No amount of systems, processes or advice can heal a co-founder relationship that’s broken down.

The other issue with 2 very different, but equal stakeholders is you’ll struggle to truly satisfy both. To please one is to disappoint another.

Personally, I struggled to do my best work and unsurprisingly didn’t get a reference or testimonial from either co-founder. Knowing what I know now, I’m trying not to make the same mistake twice!

so, what does ideal looks like?

me to clients who pass the vibe check: ily, tehe x

Last Wednesday, I met a founder I HUGELY admire for lunch. We’ve been building a relationship for over a year, the basis of which has been mutual peer support.

A few months prior, I’d also referred one of my best ex-colleagues who has now joined their founding team, and is - unsurprisingly - a massive asset.

Our lunch (unexpectedly for me) turned into ā€œhow can we work together?ā€

I wrote her a proposal that afternoon. We nailed scope and terms over a few emails.

The best part: this is my ideal founder type, ideal stage, ideal project.

Minimal barriers. Mutual intention. Finding ways to just make it happen.

This is what ideal looks like to me. Decide what ideal looks like to you and laser-focus your energy to secure them, time and time again.

🚪 parting words

And that’s a wrap on today’s episode, misfits šŸ«¶šŸ¼

As always, I’m only a message away for thoughts, questions and topic ideas. I read and sincerely appreciate every single poll / email response! Please keep them coming.

Before you go, could you let a girl know what you thought of this issue with the pulse check below? Good intent feedback is always welcome ā¬‡ļø

xo, Neds

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