Providing client status updates to your team doesn’t mean you all have to jump on a call to go through every client, which can be extremely time-consuming. Using a work management system, like Asana, ClickUp, or Monday gives the foundation for creating a simple workflow to keep team members informed of where clients are, roadblocks you are running into, and new goals/milestones of the client. Find out the best ways to update your team on where the client status is with this short and informative video. Alane Boyd and Micah Johnson, Workday Ninjas, walk you through what makes a good client status update, how to keep track of everyone who needs to be notified, and talk about why it's important to have everything written down under the correct client. Learn insider tips from experts on how to make sure nothing slips through the cracks, manage your accounts like a pro, and cheers to no extra meetings!

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00:00 account management. So, Micah mentioned just the client status update portion of account management, you know, updating your team on where the status of that client is. So, this is an example of what that looks like is having in the description reminding the account manager what makes a good client status update because you don't want people using their brain power on this kind of stuff.
00:20 Like, no, just lay it out for them. What do you want to hear? What do you want to know? And then every account manager has a list of their clients that needs to go and be updated and only the people that need to be notified get notified.
00:32 We don't need the entire company. We just need the people related to that project to get notified and then they have it in writing. So, what does this look like? So, when Bo here goes and updates one of the clients, this is what it looks like for us to see.
00:44 So, they're awesome. We just did a point of a POC, a point of, Micah, help me with the words, point of proof of concept. There we go. Struggling a little bit. Proof of concept.
00:56 They loved it. We're going to work on their Monday integrations. They've got a new referral process happening. They are happy. This is perfect. And we know everything's on track with this customer that we don't need to do anything.
01:07 And not only that, but we know where the client's at and we can follow up on anything we need if we have questions.