Always book your next meeting…. before you end your call, book the next one.
There’s many benefits to this:
• You’ll be able to plan throughly beforehand.
• You can structure the agenda, so that both sides will be prepared.
• You can easily handle action items for the following week.
Yanick Abraham
Explore articles from this author
Mainspring has graduated from Klient University!
Congratulations to the Mainspring team for their graduation from Klient University, LIVE on Klient psa within just a few weeks, very well done!!
Quantilope has graduated from Klient University!
Congratulations to the Quantilope team for their graduation from Klient University, LIVE on Klient psa within just a few weeks, very well done!!
Send a project status weekly to build customer trust
Sending a Project Status weekly will make you free! We send this project status weekly to our customers with Time & Expense Projects. Is there anything missing? Keeping customers and us in sync is a no-brainer when both sides can easily see the budget, scope, and timeline.
Gail Perry has graduated from Klient University!
Congratulations to the Gail Perry team for their graduation from Klient University, LIVE on Klient psa within just a few weeks, very well done!!
From Finance to Resource Management: ERP for the Full Spectrum of Professional Services
The professional services industry is undergoing a major transformation driven by digital technologies and changing customer expectations. To remain competitive and profitable in this rapidly changing landscape, professional services firms...
The Essential Guide to Creating Invoices for Professional Services
As a professional services provider, invoicing is a critical aspect of your business operations. Invoicing is the process of sending a bill to your clients for the services you have provided. It's not just a way to get paid, but also an...
The Power of Data: Leveraging CRM for Professional Services for Better Insights
Are you making the most of your data? If you're using a CRM for professional services, there are several ways you can use this data to help both your business and your customers. Data collected through customer relationship...
Top 8 Apps on Salesforce for Project Management
Project management is essential for any business to succeed. It includes planning, tracking, and collaborating to ensure projects are finished on time, within budget, and reach the desired goals. But did you know that with the right tools,...
Replace all your tools with Klient, Salesforce #1 PSA platform
Run your entire SaaS and consulting business on a single professional service automation platform native to Salesforce!