Communication
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Handover Template and Notes for Account Manager Transitions
Handover Template for Account Manager Transitions About the customer/project Duration: Relationship: Point of contact(s) Main: Senior: 3rd parties: Links Website: Task management app: CRM: Analytics: About the details of recent communications and communication preferences Past call/meeting frequency: Preferred meeting frequency and type by the client…
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Client Management Tips
Hi everyone; I wanted to share my experience and notes about client management in this post. My client management experience comes from SEO, PPC and web design services, so I focussed on these services mainly for the tips, but most of these tips can be…