Professional services
Keep a client’s request beside the proposal, scope change and latest deliverable. Give the next account owner the documents behind the current promise and the questions still waiting for an answer.
Client scope update
Please include the additional site review in the proposal.
- Engagement
- Advisory review
- Attachment
- proposal-v2.pdf
Client handover set
- Correspondence
- Scope update
- Proposal version
- proposal-v2.pdf
The next reviewer can return to the original request.
From a scope question to a client update
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Connect a request to the scope it changes
Find proposals, client emails and revised deliverables for the same engagement across inboxes and folders. Check the available document history to identify the version being discussed.
Use project coordination for questions and proposed changes. Keep the review outcome separate from a quoted fee or date until the responsible person approves it.
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Prepare a client update with the right evidence
Give the client the delivery date and accepted document while keeping negotiation history and internal review notes available to your team. Choose separate shared views for each audience.
For an unresolved client question, use case follow-up to identify the owner and retain the answer with its evidence.
Client handovers
Help a colleague pick up the client’s work
Before an account changes hands, collect the active commitments, open questions and exact documents the receiving owner needs. Ask that person to find the latest promise and the proposal version it refers to.
Use team handovers to keep the relevant history and open questions available to the new owner, with the access they need to read it.
Let a colleague pick up the engagement with its history in view
Find the current commitment, proposal version and outstanding client question together for the account handover.