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Atender clientes

Client Interaction Checklist

1. *Initial Meeting

Schedule a meeting with the client to understand their requirements and expectations.

Prepare an agenda for the meeting.

Gather relevant information about the client's business and industry.

2. *Requirement Gathering

Conduct detailed discussions with the client to gather all the requirements.

Document the requirements in a clear and concise manner.

Validate the requirements with the client to ensure accuracy.

3. *Proposal Preparation

Analyze the gathered requirements and prepare a proposal.

Include project scope, timeline, cost estimation, and any additional terms or conditions.

Review the proposal with the internal team and make necessary adjustments.

4. *Contract Negotiation

Present the proposal to the client and negotiate terms if required.

Ensure legal and financial aspects are properly addressed in the contract.

Obtain necessary signatures and approvals.

5. *Project Kick-off

Organize a kick-off meeting with the client and the development team.

Introduce the team members and define roles and responsibilities.

Set expectations and discuss project milestones.

6. *Regular Communication

Maintain regular communication with the client to provide updates on project progress.

Address any queries or concerns raised by the client promptly.

Use appropriate communication channels such as meetings, emails, or project management tools.

7. *Quality Assurance

Conduct thorough testing and quality assurance to ensure the developed software meets client requirements.

Document and resolve any reported bugs or issues.

Seek client feedback on the software and incorporate necessary changes.

8. *Delivery and Deployment

Plan and coordinate the delivery and deployment of the software to the client's environment.

Conduct user acceptance testing with the client.

Provide necessary training and support for the client to start using the software.

9. *Post-Implementation Support

Offer post-implementation support to the client for a specified period.

Address any issues or concerns raised by the client after the deployment.

Provide ongoing maintenance and updates as required.

10. *Client Satisfaction Assessment

Conduct a post-project review with the client to assess their satisfaction.

Seek feedback on the overall experience and areas for improvement.

Document lessons learned for future projects.

Note: This checklist serves as a general guideline and may vary depending on the specific requirements and processes followed by the software development organization.

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