Client onboarding
A new client should not mean reconstructing a quotation, repeating access requests, and wondering who decides. Connect the client record, project, welcome document, and sharing instructions.
Use cases
Find the handoff that needs less chasing.
Start with the part of the client relationship where context gets lost, decisions stall, or information is entered twice.
Client approvals
Name the item, version, reviewer, and decision before asking for feedback. Preserve the source decision and connect it to the work that follows.
Client updates
Maintain owners and progress in the project, then share the appropriate summary and documents. Keep meetings for decisions and discussion rather than reading information aloud.
Recurring client work
Keep the recurring commitment, selected work, billing records, and renewal context connected. A monthly fee still needs defined scope and an operating owner.