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July 18, 2017

Clients will work WITH you

Filed under: Ken Edelstein — admin @ 10:48 am

Clients will work WITH you
Today I had a series of communications, some via email, and some via phone; about a pending assignment. It’s fascinating for me to note the growing level of assistance my client is providing, certainly due to their being required to pre-pay. This will be best related in chronological order.

The Initial Contact – I was asked if I was willing to go to a town about 40 miles distant. That might be a “local” call to many. However in the New York City area it’s at least an hour, probably closer to 1.5 hours. Nothing else was asked. I replied yes and with my base fee (not knowing what was needed) for the trip.

The Second Contact – A cheery voice – “that’s great” – I will send you the details via email, it’s for early tomorrow morning. But, I said, just a moment; there is more to discuss. My fee is paid on my web site – at this time – only then do I make a calendar entry. “We don’t pay in advance, do I have to find someone else” Yes, I answered. Sorry, that does not work for us.

The Third Contact – About two hours later that same day, after they probably made many calls. Are you still available for that early morning assignment? I am trying to get your prepayment approved. Sorry, no – early tomorrow was taken – would noon tomorrow work for you? Probably, we will get back to you shortly.

The Forth Contact – We checked with the site and they will be closed tomorrow, does Monday work for you. Yes, at this time; but I do not make a calendar appointment until payment is received. We will make payment later today or tomorrow (Friday). Fine, but if someone else wants to book Monday morning I will accept as you have not processed payment. Nb: commitments must be mutual Quid Pro Quo (this for that).
Comment – Notice that only when payment is made in advance for the trip did the caller bother to see if the affiant would be available. With prepayment they had “skin in the game” and clearly would wind up paying me to meet at a closed facility. They were quite willing to assign it on a “after you succeed we will pay” basis. I’ve been doing this a long time (10+ years). I set the rules very clearly. I always ask if the ID presented will have the same name as the name to be notarized on the document. Often I am asked what happens if they differ. You will have my sympathy for a failed non notarizing event; but not a refund. I ask for assurance of the existence of the necessary – if you send me to a situation where proceeding would be illegal, it’s your loss.

The Fifth Contact – we are checking to make sure all requirements are met. Your payment will be made later today (Thursday) or tomorrow AM. That’s fine, as soon as it is received it goes on the calendar if there is no conflicting assignment.
Comment – Note that I am “defending my calendar” – I do not confirm an appointment. Nor will I call the affiant to schedule as that commits me to showing up. It’s a medical records pick up / notarize job. Without my PayPal payment, to me; it does not exist and I will take no part other than stating my “current” availability. Well, it’s 10PM and nothing yet – no payment – no detailed who/what/when/where – just vague assurances.

I’m stopping now; will resume at noon tomorrow and chronicle what transpires, if anything. I’m back – the new day begins with a PayPal payment! However, there is a new “issue”. It’s urgent to process in Early AM on Monday; but the facility is closed till Monday and no one can assure me the affiant will be present. Sooooo, it’s a call to my client asking if they wish me to leave early for a 10AM, or wait till 10AM to confirm availability. I stress the former is “at your risk” – if affiant not available (of course after waiting a reasonable time) – then a subsequent trip will become a new charge. It’s a go. Monday I am due on location at 10AM.

You probably have received some emails from “Vendor Management” in which you are the Vendor and they are providing the Management. Turn That Around – Do you run your business or do your clients run you?

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