How to Create a Client Management Workflow in 10 Steps
Briefly

Client management is the process of strategically forming and maintaining strong relationships with both existing and potential clients. This involves anticipating client needs and providing exceptional service at every interaction.
To succeed in client management, start by following these guidelines: logging client data in a CRM, assigning client managers, setting up document sharing, scheduling regular check-ins, and seeking feedback.
Investing in fostering long-term client relationships is essential for boosting profitability, as businesses that excel in client management build trust and loyalty.
Handling an increasing client roster can complicate maintaining expectations and effective communication, making solid client management strategies crucial for growth and success.
Read at ClickUp
[
|
]