Which client requests are still open?
Your client answers two of your five questions and the rest gets buried in your inbox. Give each request its own task to see what is still missing.
Read the storyLooking for that attachment. Asking for copy again. Taking over a client without knowing what was agreed. Every agency knows these little moments that fill the day.
These example stories explore ways to handle them, what you could do differently and how that can help.
Your client answers two of your five questions and the rest gets buried in your inbox. Give each request its own task to see what is still missing.
Read the storyYou do not need to enter a password.
You keep putting off the reminder to email your client, who then asks for the explanation again. Keep the request, instructions and deadline in one task.
Read the storyThe launch date is getting closer, but copy and photos are still missing. Assign each task to the person who needs to do it to see where work is waiting.
Read the storyCould you send us a short introduction to your agency? Around 200 words is enough.
Here is the first draft. Let me know if anything is missing.
Homepage feedback is spread across five emails and three cc lists. Keep replies alongside one task so your team and client can find the same decisions.
Read the storyYour colleague is away for two weeks and a client calls about a changed date. Keep conversations and decisions in the project so someone else can find them.
Read the storyYou write up a client meeting, email the notes and enter the actions in your project tool again. Turn each agreed action into a task with an owner.
Read the storyThe logo arrived by email, the photos through a transfer link, and your designer needs the right version. Keep files with the task and the relevant discussion.
Read the storyYou do not need to enter a password.
Your contact does not want another account or password. Send a specific request with a task link so they can reply without a password.
Read the storyYour team uses trygga, but tasks are still in the old tool and decisions are in separate notes. Agree where work belongs, starting with one project.
Read the story