As a full-service marketing agency, your job is to make life easier for your clients, helping them to deliver impactful results in a way that complements their existing ways of working. A successful project should be a collaboration between your team and the client’s — so when it goes well, you both win.
But for that to happen, you need to ensure that you have a solid process in place. To create a true partnership between your two businesses, a trusting relationship is key.
The ideal client management process will enable you to deliver high-quality results while maintaining strong client relationships. Using the right software can help you build that process: one that closes the loop between delivering projects and communicating with your clients.
Here are 4 benefits of creating a seamless client management process using Teamwork and Desk.

1. Manage client requests effortlessly 

When you’re dealing with high volumes of client requests — as well as communicating across different stages of a project — funneling work (and important feedback) to the team can become unnecessarily complex.
Using your ticket management tool, you can ensure that all client communications are centralized in one place, and nominate one point of contact (such as an account manager) to review all mails coming into the inbox. And when that tool syncs with your work management tool, you can easily turn those tickets into actions without even leaving the inbox

How to use it

When a request from a client comes into Teamwork Desk, the account manager can review the request, reply to the client, and create a task in Teamwork directly from the ticket in Teamwork Desk so that all stages of the work are connected and actioned. 
Once the task is in Teamwork, the account manager or project manager can also use Workload to move team resources around, account for new requests, and ensure that everything is still completed on time. 

2. Increased accountability and transparency for your team

Building accountability and transparency into your process is essential when you want to set clear expectations for your team — and your clients. When everybody is clear on what they need to deliver (and who’s working on tasks related to yours), work moves much quicker and more smoothly.
When your apps work together, you can ensure ownership throughout the entire client management process from the moment a query comes in. You can make sure everybody knows who is responsible for what, what the deliverable is, and when it’s due by assigning the work to the right members of the team.
With a full paper-trail from start to finish, your team is fully accountable for delivering work on time — so nothing gets dropped and your clients receive an efficient service. 

How to use it

By linking the client request in Teamwork Desk with the associated task in Teamwork, your team can get full context on the client’s needs by jumping back to the original message thread. This also makes it super easy for team members to see the full history of communication with the client in Teamwork Desk, so they can get a deeper understanding of their preferences and requirements

3. More comprehensive client feedback

Taking and implementing client feedback is an important step in any client management process. But taking feedback onboard and funneling it back to the team can get tricky. When it’s missed or misinterpreted, finishing out the work can go on far too long. 
Streamlining customer feedback can save a lot of time and frustrations (for both you and the client) in getting the project over the line. When your client communication and project management systems are integrated, you can implement a seamless feedback loop that works for both you and your clients.
As client feedback comes in on a request, the account manager can channel it directly to the team as tasks — right from the ticket in Teamwork Desk. The person working on the task can click through to the client request ticket if they need more information or context for the feedback — making all touchpoints visible to the entire team.

How to use it

Once the feedback has been completed and the task is closed, the associated ticket is automatically set to active so it will pop back up in Teamwork Desk for follow-up with the client — so you can quickly move the request closer to completion.

4. More efficient billing 

If you want your clients to pay on time, you need to invoice them on time. 
Billing your clients accurately, and in the same thread of communication as their request, will help to significantly speed up the payment process. What’s more important is providing an accurate breakdown of work completed — so there’s no confusion when it’s time to pay.
Simplifying this step can be a real time-saver for your team. When the account manager can quickly generate an accurate invoice and send it to a client in a couple of clicks, they will be able to move onto the next task with the peace-of-mind that they’ve closed the loop on the original client request. 

How to use it

Whether your team is managing client communication or completing the work, they can log time against time spent on tasks and emails and log it in Teamwork. The account manager can then create an invoice from the billing section in Teamwork — and with your agency rates already pre-set. The invoice automatically generates a full breakdown of work and total fee. Then, you can download the invoice as a PDF and attach it to the client request in Teamwork Desk for quick follow-up.
These are just a couple of ways that full-service marketing agencies can create a seamless process using the integration between Teamwork and Teamwork Desk to deliver client work more efficiently while building a strong customer relationship. We’d love to hear what other ways your agency uses the integration between Teamwork and Teamwork Desk to streamline their workflow each day — let us know in the comments.