Is Sharing Caring When it Comes to Clients? The etiquette of sharing clients and how much to share with them.
Q: The client of a close friend and member of my networking group approached me about a consulting project. If I take the project on, am I poaching? Should I give my friend a heads-up to give her a chance to revive what may be a fallen relationship?
A: It's not your job to perform CPR on a colleague's business relationship, friend or not. However, before moving ahead, make sure everything in this situation is what it appears to be. Information will help clarify your ethical responsibilities.
Ask the potential client where things stand. Did the previous project conclude naturally, with the scope of work completed, including a wrap-up meeting with your friend? If so, let your friend know her old client just tapped you for a project—but keep details to a minimum. It isn't uncommon or unethical for companies to sample talent by hiring different people.