This week’s question from my portal “The Neagle Code: Directions
for Life” comes from Marianne.
I received a refund request from one of my high-end clients this week, and I’m not sure how to respond. I know she needs my help, but she’s clearly in fear. I don’t have a signed contract from her, but she gave me her 100% commitment to her work with me when I enrolled her. Any suggestions on how I should respond to her email?
Hi Marianne and thanks for the question!
First off, your new rule of thumb is to engage legal counsel to help you create program agreements with your clients.
Never again should you enroll someone, process payments, or deliver service without a program agreement.
A program agreement is essential in ensuring you are on the same page with your new client and that they understand the parameters of working with you.
It is a non-negotiable.
Second, I recommend that you reach out to this client by phone rather than responding by email.
If she’s requesting a refund it’s really important that you get to the bottom of what’s changed for her since she agreed to working with you.
The only way to help her see what’s going on is to ask her questions so that she can become aware of how she’s making this decision and email is not the best way to do that.
Ultimately, since you do not have a signed agreement with her, you may have to refund her.
PS: The Neagle Code: Directions for Life is a weekly no-cost
program that is open to everyone! Each week, I’ll select and personally respond to one question received via the above “The Neagle Code” page that I feel in my heart will help the most people. (You may choose to remain anonymous if you wish, with our full support.) It is my deep, heartfelt intention that ~ in answering your questions ~ I may provide you with the Universal Truths that in committed application, will set you free. Simply submit YOUR burning question at: www.DavidNeagle.com/ask-david to participate.