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PerfectNotes-Kathy
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Thanks for the advice, Paul! (And yes, please email [email protected])

The real issue here is that this is a client that my partner was working for before we started the business together and he’s partly a friend rather than ‘just’ a business contact – and my partner was not always good at following up on clients, as it was only a supplement to his actual job… So the issue is more in changing expectations, rather than a straight out ‘what do I do?’ – although obviously I need the answers on how to do it right with the new customers as well. Strangely enough, this particular client rang while we were out yesterday, so the opportunity will probably arise to do the ‘I’m sorry but no more work will be done until your account is up to date’ – which would solve the whole issue!

Thanks again,
Kathy