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The customer communication playbook

The way you communicate with your clients can lead to a successful relationship or a disastrous one. Let’s avoid disaster. These client communication best practices will help you set expectations, keep clients in the loop, create a re-usable video library for educating your clients, and infuse your brand identity at every step.

Clear communication helps us avoid unnecessary misunderstandings like clients thinking your haven’t done a task that has been done, and any other important details. The smarter your communication practices, the simpler it is to scale your processes which will help you save time and ultimately increase your capacity for client work.

In this playbook, we detail the best communication practices for onboarding, project management, sales calls and much more.

Improve your customer communication with video

What you'll learn in this guide:

Client onboarding best practices
Client project communication best practices
Video communication best practices
Email communication best practices
Phone or video call best practices
Sales Call Best Practices

Download the playbook:

customer communication

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