Klient Tips · 10 min read

Keep Your Projects In Scope with A Backlog or GapList

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!

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

FOR PROJECT MANAGERS

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.

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Go ahead and create your backlog list today!

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Yanick Abraham
CEO of Klient. 20+ years in the Salesforce ecosystem, leading product vision at Klient PSA. He measures success by one thing: customer happiness — which is why the product never stops improving.
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