Send handwritten cards to build stronger customer relationships

Send handwritten cards to build stronger customer relationships

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Klient Tips #9

FOR BUSINESS LEADERS

Send handwritten cards to build stronger customer relationships

How do you build your customers relationship?

A handwritten card or note is a thoughtful and personal gesture that shows you care and appreciate the recipient.

For employees, receiving a handwritten note from their employer can ๐—ฏ๐—ผ๐—ผ๐˜€๐˜ ๐—บ๐—ผ๐—ฟ๐—ฎ๐—น๐—ฒ ๐—ฎ๐—ป๐—ฑ ๐—บ๐—ฎ๐—ธ๐—ฒ ๐˜๐—ต๐—ฒ๐—บ ๐—ณ๐—ฒ๐—ฒ๐—น ๐˜ƒ๐—ฎ๐—น๐˜‚๐—ฒ๐—ฑ. It can also:

  • Show them that their hard work and dedication have been noticed and appreciated
  • Increase job satisfaction and motivation
  • Improve overall productivity
  • Improve retention

For customers, a handwritten card can be a great way to thank them for their business and show that you care about their satisfaction.

๐—œ๐˜ ๐—ฐ๐—ฎ๐—ป ๐—ฎ๐—น๐˜€๐—ผ ๐—ฏ๐—ฒ ๐˜‚๐˜€๐—ฒ๐—ฑ ๐˜๐—ผ ๐—ณ๐—ผ๐—น๐—น๐—ผ๐˜„ ๐˜‚๐—ฝ ๐—ฎ๐—ณ๐˜๐—ฒ๐—ฟ ๐—ฎ ๐—บ๐—ฒ๐—ฒ๐˜๐—ถ๐—ป๐—ด ๐—ผ๐—ฟ ๐˜€๐—ฎ๐—น๐—ฒ ๐˜๐—ผ ๐—บ๐—ฎ๐—ธ๐—ฒ ๐˜๐—ต๐—ฒ๐—บ ๐—ณ๐—ฒ๐—ฒ๐—น ๐—บ๐—ผ๐—ฟ๐—ฒ ๐—ฐ๐—ผ๐—ป๐—ป๐—ฒ๐—ฐ๐˜๐—ฒ๐—ฑ ๐˜๐—ผ ๐˜†๐—ผ๐˜‚๐—ฟ ๐—ฐ๐—ผ๐—บ๐—ฝ๐—ฎ๐—ป๐˜†.

It also contributes to:

  • Set you apart from competitors who may only rely on digital communication methods
  • Add a personal touch that can make a lasting impression on the recipient
  • Foster a stronger sense of loyalty

Customize every handwritten note with a personal comment to get the best results.

By sending handwritten notes to your employees and customers alike, you can build deeper relationships with the people who move the needle for your business.

Thx to our Business Leader Ariane Darche for sharing this Klient Tip!

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Send your first note today to see how powerful it can be!

Another great Klient idea to share!
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Adapting your user interface for visual accessibility

Adapting your user interface for visual accessibility

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Klient Tips #8

FOR PROJECT MANAGERS

Adapting your user interface for visual accessibility

What’s the importance of the User Interface in a PSA software?

Recently a prospective customer who experienced visual challenges asked us how to adapt the Klient interface for accessibility. We happily walked them through a demo of how to do it. We suggested limiting the number of fields and options to essentials only. Keyboard shortcuts make up for what’s not displayed!

The goal was to limit navigation by creating a powerful yet simple interface. They loved it so much that they became a part of the Klient family. These updates made such a splash that we decided to change our own internal interface in a similar way.

Everyone wins when you prioritize accessibility!

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Everyone wins when you prioritize accessibility!

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Always lead with your โ€œwhyโ€

Always lead with your โ€œwhyโ€

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Klient Tips #7

FOR TEAM MEMBERS

Always lead with your โ€œwhyโ€

Do you communicate your ideas with colleagues? If not… you should

Letโ€™s say youโ€™re describing a new feature to your dev team. You specify a button should appear on the top right of the interface.

Why?

Is there a reason for that placement? For example, will it provide a better UX? Will it reduce scroll time?

Or is it an arbitrary choice?

If devs donโ€™t understand your โ€œwhyโ€, your desired outcome may get lost in the process. And if you donโ€™t understand your why, either โ€” reconsider giving that specification at all.

Inspired byย Start With Whyย by Simon Sinek, we encourage you to lead the way with your own โ€œwhyโ€ for everything you create.

Inside Klient PSA, we made this process easy by adding a โ€œwhyโ€ section at the top of all requirements document templates.

But even if you use another tool โ€” always start with the why for every feature, idea, or process you want to pitch!

 

Why not sharing this tip with your colleagues!
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Use EOS to run your business

Use EOS to run your business

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Klient Tips #6

FOR BUSINESS LEADERS

Use EOS to run your business

Have you heard of the EOS model โ€“ or Entrepreneurial Operating System?

First introduced inย Traction by Gino Wickman, this is the model we recommend for all SaaS and professional service teams to run their businesses.

At Klient, weโ€™ve fully integrated EOS across our business. In fact, weโ€™ve labeled our own internal version of it as BOS โ€” Business Operating System. Specifically, we runย BOS on KORGย , our internal Salesforce Org at Klient!

(Feeling the inception yet?)

Hereโ€™s why we recommend this model:

Get constant visibility:

EOS exposes all KPIs and other variables as public. Youโ€™re never left wondering whatโ€™s going on in every department.

Never lag behind:ย 

Instead of constantly playing catch up, you can forecast the future to stay in control of your business.

Improve continuously:

Look at your KPIs weekly, not quarterly.

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When managed properly, EOS can make it fun to run a business!

It's good to share knowledge!
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Create Checklists to Manage Fewer Tasks

Create Checklists to Manage Fewer Tasks

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Klient Tips #5

FOR PROJECT MANAGERS

Create Checklists to Manage Fewer Tasks

Does your dashboard look like a messy set of tasks?

Maybe itโ€™s time to consider using Checklists instead! Checklists are an easy way to regroup to-do lists inside a single task.ย 

For example, instead of having 10 tasks to onboard your client, you could only have one, but add items such asย Send questionnaire,ย Book onboarding call,ย Send documentation link, etcโ€ฆ

  • Create a single task and add checklistsย 
  • Keep tasks high-level to simplify your workflow
  • Make the checklistsย granular

After cleaning up your dashboard, itโ€™s time to breathe a sigh of relief!

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After cleaning up your dashboard, itโ€™s time to breathe a sigh of relief!

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