CLIENT SUCCESS SKILLS

Responsibilities:

• Send invoices / collect payments
• Client update meetings
• Schedule meetings with clients
• Send content to clients
• Onboard clients
• Reply/send updates to clients
• Maintain an organized email inbox (Inbox Zero)

Requirements

• Invoice Processing:
• Specific: Send invoices to all clients at the start of each month.
• Measurable: Ensure at least 90% of invoices are paid within 30 days.
• Attainable: Utilize the company's invoicing system.
• Realistic: Can be achieved with regular follow-ups.
• Timely: Completed by the end of each month.
• Client Meetings:
• Specific: Conduct weekly update meetings with all active clients.
• Measurable: Maintain a 100% meeting completion rate each week.
• Attainable: Use scheduling software to set up meetings.
• Realistic: Possible with proper time management.
• Timely: Conducted every week.
• Client Communications:
• Specific: Respond to all client emails within 24 hours.
• Measurable: Maintain a response rate of 95% within 24 hours.
• Attainable: Set aside time daily for email management.
• Realistic: Feasible with disciplined scheduling.
• Timely: Ongoing daily.