Client Management: The Only Guide you need in 2023

Today, businesses not only compete on the quality of the products but also on client service.

Client management allows organizations to provide a delightful experience from client onboarding to client retention. It legitimately holds the key to your business' success.

And to help you improve your client experience, we have compiled everything that you need to know about client management into an easy-to-read and digestible guide. Let's start with the basics.

What is client management?

Client management refers to the technique of managing all interactions with a client from being a mere inquiry to a paid customer. The goal is to ensure the highest quality deliverables and client satisfaction.

It involves understanding your client base and developing a plan to interact with them, so that they may be converted and retained for a long time. These interactions can be phone calls, emails, shared dashboards, live chat, video meets, and in-person encounters. 

How to manage clients effectively?

Referrals and word of mouth are the best levers of growth for any business. Sometimes all it takes is a happy customer who gets all his expectations fulfilled. Here are some practical tips to gain a loyal fan of your business.

1. Be honest and transparent about your work processes

Make sure you regularly update your client on project progress and broad decisions made. Be honest about timelines and openly discuss issues affecting the delivery.

2. Set realistic and achievable expectations 

Don't make promises you can't keep. Tall promises and claims typically end up spoiling the relationship. Make sure you convey what reasonable results the client can except for the money he's going to put in. Value that you deliver should always be more than the cost implication for the client.

3. Take their feedback and learn about their perspective 

Typically, a client’s feedback during the execution phase may prevent your team from working on the wrong path. To make sure that nothing falls through cracks, invite the client to your workspace.

With SmartTask, you can Invite them to your online workspace as a guest user with needed permissions. Involve them as followers of critical tasks or projects and get their feedback in real-time.

4. Help them understand the work process

Create a project roadmap to help them visualize the delivery path. And if there is a dependency on the client it also helps them be accountable. This helps increase the turn-around time and streamlines the collaboration between your team and the client.

5. Establish a communication channel

Constant communication is the key to facilitating transparency. Infact, when you invite your client as a guest user in a tool like SmartTask, a chat channel is automatically created. This helps streamline communication flow and the client feels involved in your team’s work.

Eliminate the awkwardness the client feels in approaching your team-members for specific requests and resolutions.

6. Keep a trail of everything

Everything should be documented and signed off to avoid any misunderstandings and disputes. These documents should be easily accessible by both manager and client.

On SmartTask, you can store and share important files and information using task attachments and descriptions.

7. Ensure proper alignment

Share what is relevant and aligns with the needs of the client. Establish the scope of the project as decided. Also, develop the key performance indicators they are looking for and track them regularly. This will also keep them informed on the project's success.

Actionable tips to Improve Client Management

Utilize a tool that helps you set deadlines, share expectations and notify your clients as progress is made. SmartTask is one such tool that makes it easy to manage and communicate with clients.

1. Enable seamless collaboration

You can share groups, projects, and tasks privately with your clients while also ensuring that they only see what they need to.

We recommend adding relevant tasks and information for the client to refer to. When a customer has a clear idea of what to expect it nurtures trust and helps you make sure the customer is also held accountable for steps to be taken on their end.

Invite your clients as guest users and start collaborating with them.

2. Utilize templates to onboard a new client

In most cases, you will have to create the same set of action items when you onboard a new client. Instead of recreating those groups, projects, and tasks, you can simply save them as templates! 

Get started directly with our existing public templates. You can select among the various templates and add the one you need directly to your Workspace.

3. Tag clients in Task comments to get approval 

Tagging clients in comments makes comments actionable and useful. However, when working with clients, they're even better for approval and feedback! 

Once you have added your clients to your workspace as guests, tag them in task comments to get their approval on the work done or about to be done. They will also be able to reply to that comment to let you know to proceed or if they have any updates or suggestions.

4. Utilize custom fields to reduce the number of calls and emails

SmartTask’s custom fields will allow you to keep your clients updated on the status of your work.

Using custom fields you can add more information to all tasks and track where they stand. By simply looking at the task status, your clients will know what is going on, eliminating the need for daily update calls and messages.

5. Project dashboards to keep them updated in real-time

With SmartTask’s project dashboards, you can keep your clients updated in real-time.

This means they don’t have to keep wondering or asking you what's happening and how much longer will it take to reach their final destination.

6. Utilize a CRM

SmartTask not just aids you in creating tasks but also to follow up with a prospective customer.  On top of this, there's an added benefit that it also enables the company to track the journey of a customer through various processes about the sales pipeline. 

Learn more about how to use SmartTask as CRM

When a task is associated with a contact, it is also added to the contact's activity feed for us to refer back to. Many times we don't remember what transpired with a contact in the last meeting and that is where the Activity feed is very helpful.

7. Track customer’s health and increase retention

Actively track customer’s activities - purchases, usage, interactions with your team-members. This would help you have insights on when to approach a client for an upgrade in services, follow-up on low usage, or when to share a coupon code. 

Sometimes having an interaction history also helps in improving the quality of interaction and over time nurture good relationships, retention and expansion in usage or revenue.

8. Delight customers with a branded client portal

In today’s competitive market offering your customers a way to collaborate, add service requests and check the progress report is a huge competitive advantage. 

Impress your clients with a perfect white-labeled client portal.

Amazing right?