Clients and teams
Keeping clients up to date, giving each client a home and handing work over cleanly.
3 posts on this topic
Clients and teams
Keep clients updated without writing another status email
Give clients a window instead of a report: when to use a live view, a snapshot or a copy they can use, and what to keep off a client-facing desk.
Clients and teamsOne workspace per client: people, mail, files and notes together
Set up a home for each client with the people involved, just their mail, the emails worth keeping, the files and a conversation that stays with the work.
Clients and teamsProject handover checklist: what to pass on, and how
Going on leave or passing work on? A checklist for a handover the next person can act on, and why handing over the work itself beats a document about it.