CLIENT STRATEGY · 5 chapters · CHAPTER 02

Request vs Problem

Challenge the solution without challenging the client

Chapter 02 of 5Read as a practical lesson

Respect the request; investigate the reason

“We need Shopify,” “We need an app,” and “We need a new website” are solution statements. They may be correct, but they should be treated as hypotheses until the underlying need is understood.

QuestionPractical answer
Request“Fix our checkout.”
InvestigationWhere does checkout fail? Who is affected? How often?
Underlying problemCritical conversion and operational issues in the existing setup.
DecisionFix locally or move toward a more scalable platform?

How to disagree professionally

Do not say “your idea is wrong.” Say “I see why this would solve the immediate problem. I also want to show you what happens if we look at the next 12–24 months.” That turns disagreement into a decision conversation.