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Redbooth Templates

Choose a Template to get your workspace instantly built and ready to go.

Once the project is underway, your job is to stay on deadline, in scope, and on budget (honorable mention: continually delighting your client). This template captures the daily, weekly and periodic tasks that will allow you to see issues before they become problems, to stay on top of documentation, and to keep your project running smoothly.

Ongoing Client Care

Once the project is underway, your job is to stay on deadline, in scope, and on budget (honorable mention: continually delighting your client). This template captures the daily, weekly and periodic tasks that will allow you to see issues before they become problems, to stay on top of documentation, and to keep your project running smoothly.

Ongoing Client Care

Project Management - Daily

  • View Workload report (Reports Menu > Workload)
  • Follow up on late tasks
  • Monitor urgent tasks
  • Monitor workload/capacity for team members
  • Reassign work for staff who are over capacity

Project Management - Weekly

  • Provide weekly update for team & management
  • Provide weekly update for client
  • Alert client to any client-related deadlines coming up
  • View Calendar report (Reports Menu > Calendar) to scan ahead

Team Meetings and Client Meetings

  • Create "Team Meeting” and “Client Meeting" task lists to capture meeting dates and agenda items
  • Take meeting minutes in Evernote and attach to meeting task
  • Transfer all tasks from meeting into Redbooth immediately
  • Use Redbooth chat to collaborate between meetings

Handling Exceptions

  • Address impact of missed internal deadlines - daily
  • Manage client expectations - early and often
  • Document procedure for handling client escalations
  • Document procedure for handling emergency client requests

Client Care

  • Send timely holiday greetings
  • Set up Redbooth tasks to remind you of client birthdays and anniversaries
  • Show appreciation, celebrate milestones
  • Never let more than 10 days go by without communication