Client management process

Gather client information (name, contact details, company, etc.)

Understand client's goals, needs, and expectations

Explain the services provided

Discuss pricing and payment terms

Obtain necessary agreements and contracts

Set up client communication channels (phone, email, project management tools)

Define project scope and objectives

Establish project timeline and milestones

Assign a dedicated point of contact for the client

Create a project/service plan

Share project/service plan with the client for approval

Obtain any required resources or materials from the client

Schedule regular check-ins and update meetings

Establish clear communication protocols

Provide progress reports and updates to the client

Address any concerns or issues promptly

Foster open and transparent communication with the client

Document all client interactions and communications

Ensure all deliverables are completed on time

Quality check all deliverables before presenting to the client

Seek client feedback and make necessary revisions

Obtain client approval on all completed work

Deliver the final product/service to the client

Provide any necessary training or support to the client

Maintain regular contact with the client

Monitor client satisfaction and address any dissatisfaction

Seek opportunities for upselling or cross-selling additional services

Gather client testimonials or feedback for future use

Conduct periodic reviews or evaluations with the client

Stay updated on industry trends or changes that may impact the client

Ensure all outstanding payments are received

Conduct a post-project/service review with the client

Document lessons learned and best practices

Archive all project/service files and documentation

Thank the client for their business and request referrals if appropriate

Update internal systems and records to reflect project/service closure

Note: This checklist is a general guide and can be customized based on specific business requirements and industry practices.