Clients
VIP Client Handling
How to handle high net worth individuals, executives, public figures, and the assistants who speak for them - short, fast, and recommendation-first.
#VIP Indicators
High net worth / executives / public figuresThe principal's time is the scarce resource - act accordingly.
Executive assistants handling communicationYou're often talking to a gatekeeper, not the decision-maker.
Very short messagesBrevity is the norm; mirror it.
Don't negotiate priceThey buy on speed and trust, not on discounts.
#VIP Communication Rules
- Keep messages SHORT3-5 sentences max.
- Don't ask more than 3 questions at a timebatch only what's essential.
- Lead with the recommendation"Here's what I recommend: [X]. Three quick things from you: 1, 2, 3."
- Don't explain process unless askedjust do the work.
- Be responsivefast replies beat detailed replies.
- Don't pitch upsells aggressivelylet the relationship earn it.
Lead with the recommendation: "Here's what I recommend: [X]. Three quick things from you: 1, 2, 3."
#Executive Assistants
- Be professional and clearthey speak for a busy principal
- CC them on everythingkeep the gatekeeper in the loop
- Simplest format possiblefor files and links
- Save creative questions for the principaldon't route taste decisions through the assistant