For those of you who are not already doing so, consider involving
your clients in your project management system. All clients can be given a
log-in for controlled access to the software allowing them to:
- issue new project requests
- view all their current projects
- view any outstanding invoices,
- approve, or reject with comments, any artwork, estimates,
invoices etc.
An enquiry on a specific project will show them project specifications,
relevant artwork, approved timelines, approved budgets and estimates etc., and
any meeting details or project notes.
This access is of course strictly controlled with security
settings. You decide what access would be helpful and exactly what you are
happy to show them, enabling improved agency-client communication. If any
client becomes 'inactive', or has no current projects, access to the system
can be withdrawn immediately.
Your clients' screens can be customised to show their own
logo and, as they are not considered full users of the system, they are not included in your
user total , so no increase to your monthly rental costs. You have the added bonuses of minimising misunderstandings and constant progress checks, and preventing the 'who is waiting for whom' syndrome.
Offering this ability to your client shows transparency and
accountability and demonstrates your commitment to providing them with first rate
service.
Please contact us if you require any assistance with
implementing your clients into your system.
Sincerely,