AI Checklist Generator

From the makers of Manifestly Checklists

Email address

Home > Software Development > customer relationship management

customer relationship management

Customer Onboarding

Gather all necessary information about the customer, including contact details, company name, and project requirements.

Schedule an initial meeting with the customer to introduce the development team and understand their expectations.

Share the company's policies, processes, and communication channels to ensure a smooth onboarding experience.

Ensure that all legal agreements, such as non-disclosure agreements or service level agreements, are signed and in place.

Set up access to project management tools or platforms where the customer can track progress and communicate with the team.

Communication and Collaboration

Establish regular communication channels with the customer, such as email, phone calls, or video conferences.

Define the frequency and format of status updates, progress reports, and milestone reviews to keep the customer informed.

Encourage open and transparent communication to address any concerns or issues promptly.

Document all customer interactions, including meeting minutes, emails, and important decisions, for future reference.

Foster collaboration by involving the customer in key project activities, such as requirement gathering or user acceptance testing.

Expectation Management

Clearly define project scope, deliverables, and timelines to align customer expectations with the development team's capabilities.

Regularly communicate project progress and address any deviations from the initial plan promptly.

Manage change requests effectively by assessing their impact on the project timeline, budget, and resources.

Educate the customer about the software development process, potential challenges, and the need for flexibility.

Set realistic expectations regarding bug fixing, software maintenance, and post-production support.

Customer Satisfaction and Feedback

Conduct regular customer satisfaction surveys or feedback sessions to gauge their level of satisfaction.

Address any concerns or complaints promptly and take necessary actions to resolve them.

Continuously improve customer experience by incorporating feedback and suggestions into future projects.

Recognize and appreciate the customer's contribution and involvement throughout the software development lifecycle.

Maintain a long-term relationship with the customer by staying engaged, providing value, and delivering high-quality software solutions.

Remember, this checklist serves as a starting point and can be customized based on the specific requirements and processes of your software development organization.

Download CSV Download JSON Download Markdown

Use in Manifestly

Related Checklists

Security Review Checklist

The Security Review Checklist is essential in ensuring the security of a software development project, protecting against potential threats and vulnerabilities.

view →

Hiring Checklist

A Hiring Checklist is important for ensuring that the process of selecting and onboarding new software developers is efficient, effective, and compliant with all applicable laws and regulations.

view →

Employee Training Checklist

Employee Training Checklists are important for ensuring that all employees have been properly trained in the necessary skills for their job.

view →

Employee Data Security Checklist

The Employee Data Security Checklist is essential for ensuring that all employee data is secure and protected from unauthorized access.

view →

Quality Assurance Checklist

A Quality Assurance Checklist is an important tool to ensure that all development processes meet the standards of quality, reliability, and maintainability.

view →

Project Initiation Checklist

A Project Initiation Checklist is a critical tool used to ensure that all necessary steps are taken before beginning a software development project.

view →

Release Checklist

Release Checklists are important for ensuring the successful and secure deployment of software updates.

view →

Onboarding Checklist

A Onboarding Checklist is an essential tool for ensuring that new developers have the necessary resources and knowledge to get up to speed quickly and efficiently.

view →

User Acceptance Testing Checklist

The User Acceptance Testing Checklist ensures that the software meets user requirements and is fit for purpose before it is deployed.

view →

QA Testing Checklist

QA Testing Checklist ensures that all the necessary tests have been performed, and that all the requirements have been met.

view →

Deployment Checklist

A deployment checklist ensures that all tasks necessary for successful deployment of a software product are completed in a timely and accurate manner.

view →

Project Management Checklist

Project Management Checklists help ensure that no important tasks or steps are overlooked during the project development lifecycle.

view →

Employee Termination Checklist

The Employee Termination Checklist ensures that all necessary steps for a successful and compliant termination of an employee are completed.

view →

Hey there! Here's a little about us or visit our recurring workflow SaaS: Manifestly Checklists

Light Dark