experience

2 discussions tagged experience.

• Do I standardise my client systems or keep them custom per client?

  Six clients in now, all referral, and every single one got a slightly different setup because I built it around them. My friend who does the same work says I'm insane, I should have one intake, one reporting format, one…

  Client SuccessRosalie Tremblay016m ago

• Cutting client reports to two lines — first move?

  Client reporting is eating my Fridays. I've tried six-page PDFs, then Loom walkthroughs — clients say thanks and still ask what we did last week. My team is three people and I need Fridays back. I've decided to stop…

  Client SuccessFelix Becker02h ago