Professional Foundations (DOI)

Module 14 · Client service

Client service

Setting expectations and keeping clients informed.

Reading ~8 minLesson 20 of 23
DOI-native
  1. Confirm what the client needs and by when.
  2. Say what you will deliver and what you will not.
  3. Update before they have to ask.
  4. Close the loop: confirm it's done and ask if anything is missing.

Under-promise slightly, deliver reliably. Surprise upgrades are nice; surprise delays are not.

Key takeaways

  • Confirm scope in writing
  • Update before being asked
  • Close the loop
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