Does this post-review meeting sequence look familiar?
- Share a summary of what was discussed and a list of tasks your clients have agreed to implement
- Set yourself reminders to see if they’ve been completed
- Figure out what’s completed and what is still outstanding
- Sort through emails to find last exchange and remind them to complete missing tasks
- Repeat steps 2 – 4 until tasks are done or you give up
Knudge allows you to do more for your clients AND save time
Automate task generation, notifications, and reminders, so nothing slips through the cracks. By taking task creation and follow-up off your plate, Knudge allows you to offer white-glove service at scale, developing deeper relationships with more clients.