Client Management
Drowning in Client Communication and Forgotten Details? Build a System That Manages It All
Stop scrambling through texts and emails trying to remember who likes what. Learn how to manage client expectations, set boundaries, and handle difficult situations with confidence.
60-Day Program • $2,500 • 100% Money-Back Guarantee • Limited Spots Available
Problem → Solution
- Client details scattered across texts, emails, and memory?Simple tracking system for client preferences and history
- Clients texting at all hours with “quick questions”?Clear boundaries and communication standards
- Spending hours writing routine emails from scratch?Templated communications that save hours
- Freezing when clients make unreasonable demands?Proven scripts and responses for difficult scenarios
- No professional way to end difficult client relationships?Professional offboarding process that protects your reputation
Client Management teaches you how—and we work with you until you’re managing clients professionally.
How Client Management Works
Weeks 1–3: Client Relationship Audit
We analyze how you currently manage client relationships and communication.
You’ll discover where boundaries are unclear, which communications take too much time, where expectations aren’t set properly, and how to organize everything professionally.
Weeks 4–7: Build Your Management Approach
We create your personalized client management framework:
- Simple system for tracking client preferences and history
- Communication standards and boundary-setting guidelines
- Email templates for routine communications
- Scripts for handling difficult conversations
- SOPs for challenging scenarios (scope creep, complaints, cancellations)
- Professional client offboarding procedures
Weeks 8–10: Implementation & Practice
You implement your new approach with full support.
Weekly coaching calls, unlimited email support, real-time feedback as you handle real client situations, live script adjustments based on results.
If a template doesn’t sound right, we rewrite it. If a script fails, we revise it. If boundaries aren’t working, we adjust them.
Week 11: Refinement & Finalization
By day 75: complete client management approach tested and proven, client tracking operational, communication standards set, proven scripts for difficult scenarios. You’ll have the skills and systems to manage clients professionally and protect your boundaries.
What You Get
Core Deliverables
Client Relationship Audit
Complete analysis of your current client management and communication.
Client Tracking System Setup
Simple system for organizing preferences, history, and important details.
Communication Standards & Templates
Pre-written emails and guidelines that save hours and stay professional.
Scripts for Difficult Conversations
Proven responses for challenging client scenarios.
SOPs for Client Management
Step-by-step guides for handling scope creep, complaints, and issues.
Professional Offboarding Procedures
How to end difficult client relationships without burning bridges.
Implementation Support
Weekly coaching calls plus unlimited email until you’re managing professionally.
Tools & Resources
- Client information tracking templates
- Standard communication guidelines
- Email templates for routine situations
- Cancellation policy frameworks
- Difficult conversation scripts
- Scope creep response templates
- Client offboarding checklists
- Boundary-setting guides
- Complaint resolution procedures
- Expectation-setting frameworks
Why Choose Westhaver Coaching?
Westhaver Coaching was founded by Ben Kelly, who built his own 6-figure private chef business by learning how to manage clients professionally and protect his boundaries. Ben learned the hard way how to handle difficult clients, set clear expectations, and communicate effectively—so you don’t have to.
With 25+ years in culinary, 100+ TV appearances, partnerships with Barilla and KitchenAid, and two cookbooks, Ben has the credibility. More importantly, he’s helped dozens of private chefs learn the same client management skills that transformed their businesses.
This isn’t about cooking better. It’s about managing relationships professionally.
Real-World Example
Chef Profile: Personal chef with 18 months experience, 10–12 active clients, details scattered across phone notes and memory, spending 6–8 hours weekly on communication, forgetting preferences, no boundaries (9pm texts), dreading scope-creep confrontations.
The Problem: No organized information, writing every email from scratch, constant after-hours contact, freezing when demands were unreasonable, no professional offboarding, looking disorganized.
The Solution: Learned a complete client management approach—tracking system, communication standards (business hours, response times), email templates, scripts for scope creep/complaints, offboarding process, expectation-setting frameworks.
Results After 75 Days:
- Communication time reduced from 8 → 2 hours weekly
- Zero forgotten allergies/preferences (tracking works)
- Clear boundaries (no more 9pm texts)
- Handled 4 scope-creep situations using scripts
- Professionally offboarded 1 difficult client
- Client satisfaction up (expectations clear from start)
- Simple tracking for 12 clients operational
- Working hours during business time only; approach still effective 9 months later
Is Client Management Right for You?
This is for you if:
- Client details are scattered and disorganized
- You have no clear boundaries with clients
- You spend hours on routine communication
- You struggle with difficult client conversations
- You have no professional way to end relationships
- You’re ready to manage clients professionally
This is NOT for you if:
- You only have 1–2 clients total
- You already manage clients professionally
- You never have difficult client situations
- You’re comfortable setting boundaries and handling conflicts
- You’re not willing to implement new approaches and follow systems
The Difference Between Surviving and Thriving
You can be an incredible chef and still lose clients because you forgot their daughter’s nut allergy. You can cook amazing food and still burn out because clients text you at 10pm. You can have a full calendar and still resent your business because you can’t set boundaries.
Professional client management means:
- Never forgetting important client details
- Setting clear boundaries that protect your time
- Spending less time on routine communication
- Handling difficult situations with confidence
- Setting proper expectations from the start
- Ending relationships professionally when needed
Your cooking skills got you here. Client management skills will keep you here—without the stress.
Investment & Guarantee
75-Day Client Management Program
The ROI:
If this approach saves you 5 hours per week on client communication:
5 hours × 4 weeks = 20 hours/month saved • At $50/hour value = $1,000/month in time
Investment pays for itself in ≈ 2.5 months.
Plus: Clear boundaries, fewer mistakes, stronger reputation, and less stress from difficult situations.
Success means you have:
- A working system for tracking client preferences and history
- Clear communication standards and boundaries
- Email templates that save hours weekly
- Proven scripts for difficult conversations
- SOPs for scope creep, complaints, and cancellations
- A professional offboarding process you can use when needed
Common Questions
What exactly does “managing professionally” mean?
You have a simple system for client info, clear communication standards and boundaries, working templates/scripts, and confidence handling difficult situations from the start.
What if it takes longer than 75 days?
I keep working with you at no additional cost until you’re managing professionally. Most chefs finish in ~75 days; if you need more time, you get more time.
Will this guarantee I save 5 hours per week?
No fixed time savings are guaranteed—it depends on your client volume and current habits. But you will manage more efficiently and professionally.
What if I’m not good at handling conflict?
That’s exactly what we practice—using proven scripts and role-play until it’s natural. You’ll know the words before the call.
What tools will we use?
Simple, chef-friendly tools—spreadsheets or notes apps for tracking, canned responses for email, and clear docs for standards.
Will you help me fire a difficult client?
Yes. We’ll create a professional offboarding approach and script to end the relationship without burning bridges.
How much time will this take per week?
2–4 hours during the learning phase as we build and practice; afterward, it saves far more time than it takes to maintain.
