Frequently Asked Questions
What if we already use a CRM to track client info? Isn't that enough?
While a CRM is great, your delivery team likely spends more time in your project management software. Building the dashboard there ensures adoption. However, you can still integrate it with your CRM for a two-way flow of client data. (HubSpot and ClickUp have an awesome integration that allows you to do so).
What if we have a small agency (less than 5 full time employees)? Do we really need something like this?
The principles remain the same whether you have 5 or 500 clients. Start small with just the essential fields, and build over time. Even just getting basic client info centralized provides huge value.
How much time does it take for account managers to fill out weekly updates?
With templates and/or utilizing a tool like TextExpander, it should take no more than 5-10 minutes per client. The payoff in identifying issues early is well worth this time investment.
How often do clients need to be checked on - weekly, monthly?
For active clients on retainers or larger projects, weekly is best practice. You can adjust for smaller or less frequent clients. The key is establishing a consistent cadence and framework to create a communication and reporting structure that will delight your clients.