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Discussion on: How do you organize communication with the client?

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raunakhajela profile image
Raunak Hajela

We work on a lot of SaaS projects where management and communication is something which is really important. What we usually do is after the contract is signed we make a project specific Notion workspace for the client where they can track all the tasks which are documented all the time by our team. Sure, the workspace gets too much techy for the client to understand so to mitigate that we have a card there called “Reports and Logs”. Every Friday (one specific day in a week) we add all the tasks we worked in a week till Friday for our client so all he cares is that particular card in our workspace.

Rest for the daily communication and quick questions with the client or coworkers we have specific slack channels. I think it’s really unprofessional and unproductive if you do meeting every day with a client so what we do instead is we pick a particular day after verifying with the client and on that day we do meeting to show what we achieved so far in the project and work on the feedback which is given. Not just this, every Monday I do meeting with the team and we plan weekly agenda and share that with our client. So it’s like Notion workspace to track tasks, slack for communication, 1 meeting every Friday and weekly goals are shared over slack every Monday.

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madza profile image
Madza Author

Seems like a well-thought-out and organized workflow.
Notion is awesome, and it's hard to think of smth you can't do with it when it comes to taking notes and organizing stuff. Slack is a must, especially for teams. 💯
Thanks for the insight 🔥🔥

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raunakhajela profile image
Raunak Hajela

Notion saved us a lot and now it became part of our core business, we have SOPs, Wikis, Guides, Marketing Calendar and all sorts of things on Notion. Not just that our team voted to use this product.

What type of workflow you follow if you don't mind to share?

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madza profile image
Madza Author

I've mainly worked with local clients and have tried to organize on-sites and calls as I believe it's the most effective way 😉
If that's not possible - I would go with smth like Notion/Evernote/Trello. 😉