Challenge
- Ways to improve Client management
- Differentiate service
- Add value to the management service provided
- Talk to the successes achieved in marketing but also to get assistance with the roadblocks.
- Establishing ongoing communication with the client.
Solution
- Have dashboards to share with clients in the first week of each month. Makes the client relationship stronger.
- Allows for periodic client interaction.
- Report automation that we have done has allowed us to transform the dashboards quickly and correctly when new figures are released each period.
Outcome
- Better client performance with more consistency and accountability.
- Keeps us accountable
- Keeps us focussed on your results.
- Gives new clients a taste of what they can expect to receive each month which assist with managing performance expectations.