Client Work Glossary
Plain-language definitions and agency examples for CRM, client portals, onboarding, sprints, handoffs and recurring work.
Client work management
Client work management is the process of coordinating a client relationship with the projects, people and records used to deliver the agreed work.
Read the definition and exampleCRM
CRM means customer relationship management: keeping lead and client details, follow-ups and relationship history organized so the next conversation has context.
Read the definition and exampleLead pipeline
A lead pipeline is a set of stages used to track an enquiry from first contact to an agreed or declined opportunity.
Read the definition and exampleClient portal
A client portal is a separate place where a client signs in to find information and resources about their engagement, within the access provided by the service team.
Read the definition and exampleClient onboarding
Client onboarding is the process of confirming scope, contacts, access, responsibilities and the first steps before delivery begins.
Read the definition and exampleSprint
A sprint is a time-boxed period in which a team plans and works through a selected set of tasks, then reviews what was completed and what remains.
Read the definition and exampleHandoff
A handoff transfers work and the context needed to continue it: what was agreed, what is ready, who owns the next step and what still needs a decision.
Read the definition and exampleScope change
A scope change adds, removes or revises agreed deliverables, effort, timing or responsibilities after the original work was defined.
Read the definition and exampleRetainer
A retainer is an ongoing client agreement for a defined service, set of deliverables or amount of work over a recurring period.
Read the definition and exampleBurndown
A burndown shows remaining planned work across a sprint. It depends on the recorded estimates, completed work and the way the product maintains the chart.
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