With high power, comes great responsibility, as they say.
Handling several clients at one time is not an easy task. It is certainly not
impossible, and you have to manage your schedule accordingly. Set clear
expectations to deliver all your clients from the beginning. Loyalty and trust
are the core of long-lasting contracts and to build relationships with your
clients from the start. Set unobstructed views and goals; you both are
comfortable.
If you identify the problems beforehand, it would be easier
for you to run projects smoothly and stay at the top of the documentation . To
manage projects and daily tasks, follow up on late tasks, Monitor urgent tasks,
for overcapacity staff reassign the work, monitor team workload. For weekly tasks,
provide a weekly update for team and management, scan work for the weeks ahead,
provide weekly updates to clients, for deadlines coming up alert the clients
before time. Team meetings and client meetings are essential, and dates of
meetings should decide in advance, let team members contribute in meeting
agendas, for the accessibility of everyone attach meeting minutes and publish
schedule, tasks to transfer to the project management software immediately.
Handle exceptions like address the impact of missed deadlines daily, client
escalations handling through document procedures, manage client expectations
early and often, and even document procedures to manage urgent client requests.
Caring for the client is necessary; the team should send holiday greetings
timely, show appreciation to celebrate milestones, set up reminders for the
client's birthdays and anniversaries, never let straight ten days to go by
without communicating.
Follow up on how much time you are spending on each client's
project, do not lose track of time. Just because of time management, don't
neglect other clients. Schedule your tasks and projects and mention their
deadlines with them on the calendar and even prioritize them. An organized
schedule allows you to keep a sight on the completed projects and which have
deadlines coming up. Get things done through teamwork. Manage your meetings, as
well.
Infographic by: https://redbooth.com/
