Best Practices for Client Communication

Step-by-Step Guide

1. Encourage Clients to Use Visual Collaboration Tools for Precise Feedback

Visual feedback directly on specific project elements eliminates ambiguity and ensures feedback is actionable. Encourage clients to create a new task for each piece of feedback to centralize communication.

Instructions:

1. Advise clients to click directly on the part of the page or design where they want to leave feedback.
2. When clients create a task directly on the place where the change is required, Atarim automatically takes a screenshot of that specific area, providing precise visual context for the feedback. This feature eliminates ambiguity and ensures that the feedback is clear and actionable.
3. Encourage creating a separate task for each feedback point to simplify tracking and avoid confusion.

2. Use Comments for Ongoing Communication Within Each Task

To keep all feedback related to a task in one place, encourage both the team and clients to use the task’s comment section for all follow-up communication.

Instructions:

1. After a client creates a task, all team members and clients involved should use the comment section within that task for further communication.
2. Team members can open these tasks inside Inbox or Kanban board.
3. Remind clients that commenting on a task keeps related information organized and accessible.

Tip: Ensure the URL entered is correct and accessible for non logged in users.

3. Ensure Automated Notifications are Enabled to Keep Clients Updated

Automated notifications keep clients informed without requiring manual follow-ups. Make sure clients and team members are receiving updates on task status, comments, and project milestones.

Instructions:

1. Go to the Settings -> Email & Notification in Atarim Dashboard and ensure email notifications are enabled.
2. Customize notification settings according to the client’s preference to avoid overwhelming them with too many updates.
3. Also make sure individual team member’s settings are enabled from People page.

Tip: Automated notifications streamline updates, making sure clients are always in the loop about project progress.

4. Schedule Regular Check-Ins to Address Client Questions and Concerns

Regular check-ins allow clients to voice concerns, ask questions, and stay aligned with project progress, helping you proactively address issues.

Instructions:

1. Schedule a recurring meeting (weekly or bi-weekly) to review project updates, major milestones, and any feedback.
2. Use Atarim’s reporting features such as Analytics to provide an overview of project progress during check-ins.

Recommendation: Keep a consistent check-in schedule to maintain transparency and prevent communication gaps.

5. Provide Clients with Self-Serve Resources for Common Questions

Empower clients with access to self-serve resources like FAQs and tutorials, reducing the time spent on repetitive questions.

1. Direct clients to Atarim’s Help Center and relevant articles for quick guidance.
2. Share links to resources that explain how to use core Atarim features for leaving feedback, navigating tasks, and tracking updates.
3. You can find resources links from our help center.

Tip: Self-serve resources promote independence and improve client comfort with the platform, minimizing support needs.

FAQs