keep your projects in scope with a backlog
Klient Tips #11

FOR PROJECT MANAGERS

Keep Your Projects In Scope with A Backlog or GapList

by | Jun 2, 2023

Here’s how to keep customers happy while respecting your budget.

Dealing with out-of-scope requests from customers can be a real challenge, especially when you want to keep them happy while respecting your budget. But don’t worry, we’ve got you covered! With this simple tip, you can manage these requests like a pro!

Whenever your customer makes a request, always be transparent about the fact that it’s out of scope. Creating a backlog list to house every request makes this process much easier and ensures that nothing falls through the cracks while also adding visibility to the process.

Here’s why you should consider this approach:

  • Ensure your ongoing projects stay on track
  • Identify & prioritize growth opportunities and future revenues
  • Improve communication
  • Maximize customer satisfaction
  • Establish long-term relationships

By adding a backlog list to your workflow, your customers will appreciate the extra visibility while also feeling heard.

klient logo

Go ahead and create your backlog list today!

Klient rock in space

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!