Topics started by Nick Britt

2 Discussions

N
Beginner
Nick BrittBeginner
asked in Share Tips & Best Practices

Best Practices Question: If you have to send a request/question to a client how do you track followup?

Good day, everyone!We previously used Hubspot for our sales CRM (proved to be un-useful for ongoign client operations).  It had a cool feature that if you sent a client an email or placed a call, you could schedule a follow up task or reminder to circle back with the client/lead if they failed to respond by X days (it had default 1 and 3 days, but you could select a custom amount).  This email would then end up on a that future day’s task list.  Additionally if the client/lead replied before then, the email inbox window would show on the right this email conversation has a follow up task, which you could clear right there since you were getting the follow up desired in the reply.For example:Monday send email: Client ABC, it appears the below list of team members have outstanding expense reports due last week.  Can you follow up with them and let us know those are complete so we can process month close?  I’d then put a follow up reminder 3 days from now if the client hasn’t responded o

6
Rebecca Williams
Sr. Karbon Community Guide
6 months ago
N
Beginner
Nick BrittBeginner
asked in Ask a Peer

Internal work, do you make your firm a “billable client” to make Work cards?

Does anyone use work/tasks for internal projects?  Do you add your firm as a “client”? So the work can be created?Example: if we had a repeating work card for invoicing clients, a junior internal team member compiles the completed client work into client invoices, and we have senior internal team member review before sending invoices to the clients.  Would make sense to have this be a repeating “work card” so this can be tracked.  And if one of the team members moves on their “tasks” can be reassigned. Does anyone handle internal work this way and if so do you make your firm a “client” for the section “who to bill to”?Does anyone do something different than make a “work” card for internal work?

6
N
Beginner
1 year ago

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