Principles of interaction with clients remotely

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A client manager can conduct a briefing remotely via video conference. This way, the goals, objectives, and wishes of a potential client are clarified during the dialogue. A phone call is considered a less effective communication option. It is not recommended to send a briefing via email or disclose all aspects in a letter. This is because it is difficult to understand the client's mood. Try to involve them in the work process. To do this, you need to ask questions, organize a brainstorming session if necessary. The key to success is building a trusting relationship, which is more difficult to do online.

It often happens that managers for philippines whatsapp one reason or another pass clients to each other. In this case, you need to clarify with your colleague about your previous experience of interaction. Having this information is a great way to increase your expertise in the eyes of the client. Unlike the introductory phrase that you are not aware of what was discussed earlier.

Discuss a cooperation plan




Be sure to explain to the client the procedure for interaction, what will happen and in what time frame. If this is a specific development, then notify about all upcoming stages. You can create a project in a special program, for example Trello or Notion. Add the client there. This will allow him to be aware of everything that is happening, monitor the progress of the work, and will close most of the questions and objections.

Principles of interaction with clients remotely

Consider the client's preferences for communication channels

Find out what applications and messengers the client uses. Discuss when it will be convenient for him to receive information and in what format (text, audio).

Otherwise, it is quite possible that you will distract the person with messages at an inconvenient time. Especially if he has not turned off the sound notification. Accordingly, the client may be angered and even woken up by messages sent after 10 pm. Or, on the contrary, he may discuss with you an operational exchange of information without regard to time. Do not forget to clarify the client's time zone. It happens that due to the time difference it will be possible to contact him only at a certain time.

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Submit reports on the work done.

It is extremely important for a remote client manager not to forget to report on the progress of the work. The customer does not have the opportunity to personally control the contractor, which means that in order to avoid misunderstandings and dissatisfaction, it is necessary to send interim reports. Discuss a format convenient for the client, for example, a video conference or messenger. This way, the customer will understand that the work is being done and will be confident in the final result.

Share your work schedule with the client

Be sure to discuss with the client what time you are available for work-related matters. If this has not been discussed, do not be surprised by messages and calls late or early in the day.

Also, determine your preferred communication format so that you always understand each other correctly. For example, this could be audio messages without extraneous noise or text format.

Your cooperation will definitely be productive if you inform the client of your preferences and work schedule, and also clarify the communication parameters that are comfortable for him.