The power of an email recap

Mar 1, 2023

« Klient Tips

The power of an email recap

Meetings, meetings, meetings… our days are stacked with them. Indeed, today’s businesses have lots of moving parts, so it’s crucial to get everyone together and on the same page.

To get the most out of client meetings, an email recap can be a powerful tool!

A good one should include:

What was understood
Decisions that were made during the meeting
Next steps
The date of the next meeting

Show your client that you’ve understood its needs and objectives!

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Have you schedule your next meeting?

Feb 14, 2023

« Klient Tips

Have you schedule your next meeting?

Always book your next meeting…. before you end your call, book the next one.

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.
It will reduce email exchanges. People don’t like email exchanges.
Guarantee your projects will stay on track.

You can apply this principle to everything, from sales to internal projects.

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Send a project status weekly to build customer trust.

Feb 10, 2023

« Klient Tips

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.

Sending a complete weekly status report is like having an open diary! You get the satisfaction of knowing you’ve been totally transparent, revealing every little thing – no secrets here.

We make sure everyone on board knows their budget and timeline – no more mysterious invoices or stressed-out bedtimes. This way, everybody stays exactly as happy (and relaxed) as they were meant to be.

Increase customer satisfaction
Makes everyone on the same page
Rectify project path if needed

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