OK, we’ve taken a week to get clear on what we’re good at and where we need to improve. Based on what we found out in Step 1, it’s clear that clients are getting great value from what we are doing for them, but sometimes we don’t communicate as well as we could about what it happening, going to happen and when for their monthly campaigns.
What have we done? Our first instinct was to build an extension of our CRM system to log and update clients, but we quickly discounted that and instead have a new extra large whiteboard in the office! We’re using this to track each client’s monthly campaigns and make sure they know about each step in the process.
The result. Having just taken on three new clients, this is already making life easier in keeping track of all our client campaigns. Thanks Robert – first measurable result.