{ "media_type": "text", "post_content": "I proposed to account that they put together a few slides that help guide a conversation with a client. This client has been known to go off on tangents and provide relatively unclear direction. The call happened today and the account dir opened up the call by saying “X has some slides they want to share to help with today’s call”. Putting me on the spot. This call was by no means to serve strategic work, and I was there as solely as support. How would you have handled this situation?", "post_id": "61e9cebaf80e28002e12562a", "reply_count": 3, "vote_count": 4, "bowl_id": "5565cfca8b2b9a03009acf57", "bowl_name": "Advertising", "feed_type": "crowd" }

I proposed to account that they put together a few slides that help guide a conversation with a client. This client has been known to go off on tangents and provide relatively unclear direction. The call happened today and the account dir opened up the call by saying “X has some slides they want to share to help with today’s call”. Putting me on the spot. This call was by no means to serve strategic work, and I was there as solely as support. How would you have handled this situation?

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Ugh I feel your pain. Been here a few times. Have a side chat with AD first, “I’d love to clearly align on what topics I need to talk about or present before we meet with any client. Would be helpful to see your list before the calls so I can prepare or I’ll send you a short list of my priorities or doc links by Slack beforehand!” and the afternoon before the call send them the list of what you plan to do or show. I’ve found account managers think linearly, so when having a convo make sure to end the slacks or convo with clear direction on who owns what. Or they assume you will do it. Let any slip ups like today roll off your shoulder. You have control in the situation even if it doesn’t feel like it. “Thanks x, actually Sir Client, I don’t have something to show you but wanted to ask you 4 questions so I can x. First, … “ Lastly, when I’ve been in calls with clients like these I just ask clarifying questions and try to keep the meeting on track. In some cases some clients think out loud which isn’t helpful, but try to note when they do this, how and what you may be able to do to refocus them. Even a “hey love this discussion I do need to hop in 15, in the interest of time could I ask some clarifying questions?”

helpfullikesmart

This person has a history of putting blame on specific individuals to the client, but I am trying to avoid the thought that they were being purposefully malicious because I proposed the idea. I would love advice on how to approach this same uncomfortable situation in the future as I am sure it wont be the last.

The very first thing you need to do is make your manager aware of exactly what happened. THEN you can think about fixing the future.

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