How To Meet Clients Where They Are
Several years ago, I hired a coach to support my developmental journey and learn from his coaching style.
Early on, out of the blue, he asked about my spiritual practice. I was confused and said that I was not religious. He tried to clarify, “How do you connect with your most intimate being?” He threw in words like chakras and Dharma. I was lost and frustrated. I wanted to learn how to become a great coach, gain confidence and launch my business; how did this relate?
Despite my attempts to shift the topic, he continued to share the benefits of finding a spiritual practice. My homework included meditation and prayer. He even went so far as to say that I couldn’t coach from a place of authenticity until I found spirituality.
I ended the coaching relationship early.
At the time, it sent me spinning. I wondered if he was right—that I wasn’t authentic—and I began willing my way through meditations and yoga classes. Nothing stuck.
Today, I am grateful for this experience; I learned a critical lesson: Meet your clients where they are.
Having a spiritual practice very well may be useful, but in that moment, being told to develop one was not what I needed. My coach’s relentless pursuit had the unintended impact of creating resistance and alienation; ultimately, I fired him.
As coaches, we learn research-based frameworks and practices for creating change. We move from unconscious incompetence to deep consciousness about how to create aha! moments and drive transformation.
Our challenge is to hold these foundational frameworks loosely, without “doing” them to our clients. Moving toward mastery is less about asking the right question or getting your client to improve and more about seeing the human being in front of you, being with them, and trusting what arises.
Why Meetings Clients Where They are Matters
As humans, we are wired for control. As coaches, we must manage this instinct. It’s natural to want your client to behave in a certain way, to take on the beliefs you “know” are right, and to make major shifts. However, the more we attempt to direct, the more futile our efforts become; our clients get defensive and shut down to learning. When we force-feed exercises, techniques and answers, clients recoil, or worse, they comply and transfer their resourcefulness to us.
As coaches, we aim to help our clients unlock their potential, tap into their creativity and resourcefulness, and learn from their actions. We must meet them where they are.
How to Meet Clients Where They Are
1. Get Curious
Start by understanding where the client is today, recognizing that they were somewhere else yesterday and will be somewhere new tomorrow. Discover what’s going on for them in this moment. My coach could have found out what was important to me about becoming a great coach and starting a business. What was I longing for at this stage?
2. Acknowledge and Appreciate
One of the joys of coaching is acknowledging and appreciating your client, this offers insight into their strengths and magnificence. My coach might have seen a strength of mine: building businesses from the ground up. Had he mirrored that back to me, I wonder what I might have started to see in myself? What had I been cultivating that I could now call upon?
3. Tune into Their Agenda
When you’re curious and tuned into your client’s strengths, you’ll uncover where the client really wants to go. You can challenge the client to lean into their fears and stretch beyond their comfort zone, in service of their vision.
Your challenges will be tied not to your experiences or what you know is best, but instead to their longings. My coach might have challenged me to quit my job, which I never would have accepted. But from there, we could have looked at what was holding me back. We might have uncovered that I wasn’t solid on my life purpose. It could have led to me spending time alone, connecting with my inner wisdom. I would have been less resistant because with my coach’s support, I might have realized that something deeper was missing.
4. Make an Offer
Finally, meeting clients where they are means that sometimes you offer suggestions and brainstorm together. You make sure your input is about them, not you. If you have something you think is valuable, offer it. But truly make it an offering, without attachment, so that the client does not feel compelled to accept.
Today, I have developed a spiritual practice, and I do believe that—for me—it’s additive to my coaching practice. But I developed it years later, at the time that was right for me. And I believe that I may have even gotten here earlier had my coach met me where I was.
Lisa Rogoff, PCC, MBA, CPCC (USA)
Lisa Rogoff, PCC, MBA, CPCC, founder of Launch Project, is an executive coach, mentor coach, and consultant who partners with leaders, teams, and organizations to create work that is meaningful and inspiring. She specializes in helping executives and high-potential new managers unlock their potential and inspire those who work for and around them. Lisa also works with coaches to develop mastery in their practice and to create thriving businesses. Connect with Lisa at lisa@yourlaunchproject.com.
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wow, amazing ideas, its a very essential prospective. ” meet your cleints where they are” not where you are! or where you want them to be. i think you’re absolutely right.i must hold the client’s agenda.thanks it’s a very true, insightful and inspiring article
This is must-reading for every coach (including me—I’ll re-read every few months)! Although my coach training (CTI) was all about these practices, I found that over time, it was easy to drift from them when I was an internal coach in an organization and felt overly invested in “results.” Ultimately, though, my clients benefitted most when they worked on what was most important to them (which was often different from what their initial goals were).
Some might say: your spirituality today is a late reflection for those old sessions ?
Just kidding.. and this is a great article and it highlights one of the fundamentals I believe which is: the client is intelligent and resourceful, we shall not direct him to an answer .. best answers will come from inside.