Workflow Templates: Client Communication Checklist

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Client Communication Checklist

Initial Client Contact

Gather client contact information and preferred communication method.

Send a welcome email or letter introducing the organization and its services.

Schedule an introductory meeting or call to discuss client needs and objectives.

Provide the client with a list of required documentation for their specific services.

Set expectations for communication frequency and response times.

Ongoing Client Communication

Regularly update the client on the status of their accounts and services.

Respond to client inquiries within the agreed-upon time frame.

Send periodic newsletters or updates about new services or market trends.

Schedule regular review meetings to discuss performance and any changes in client needs.

Ensure all communication is clear, professional, and tailored to the client's preferences.

Handling Client Issues

Acknowledge receipt of the client's issue or complaint promptly.

Investigate the issue thoroughly and gather all relevant information.

Communicate the findings and proposed solutions to the client clearly.

Follow up with the client to ensure the issue has been resolved to their satisfaction.

Document the issue and resolution for future reference and process improvement.

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