How to set up your system, starting with progress reports.
By August Aquila
MAX: Maximize Productivity, Profitability and Client Retention
There are many things that are critical for a successful client service engagement. In my mind, there are two that should be at the top of your list. Number one is providing the client with a progress report or reports. Number two is making sure that you progress bill and provide a change order if the scope of the engagement changes. Doing both ensures that you will have a happy client and get paid promptly for your services.
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Progress reports are an essential tool for professional services firms, and they keep the client informed about the status of the engagement. They also serve to help you communicate with the client, especially when there are changes in the scope of the engagement. They also help clients keep track of their projects and ensure that they are on track to meet their goals.
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