1. CLIENT SUCCESS SKILLS

Responsibilities:

· Send invoices / collect payments

· Client update meetings

· Schedule meetings with clients

· Send content to clients

· Onboard clients

· Reply/send updates to clients

· Maintain an organized email inbox (Inbox Zero)

Requirements

· Invoice Processing:

· Specific: Send invoices to all clients at the start of each month.

· Measurable: Ensure at least 90% of invoices are paid within 30 days.

· Attainable: Utilize the company's invoicing system.

· Realistic: Can be achieved with regular follow-ups.

· Timely: Completed by the end of each month.

· Client Meetings:

· Specific: Conduct weekly update meetings with all active clients.

· Measurable: Maintain a 100% meeting completion rate each week.

· Attainable: Use scheduling software to set up meetings.

· Realistic: Possible with proper time management.

· Timely: Conducted every week.

· Client Communications:

· Specific: Respond to all client emails within 24 hours.

· Measurable: Maintain a response rate of 95% within 24 hours.

· Attainable: Set aside time daily for email management.

· Realistic: Feasible with disciplined scheduling.

· Timely: Ongoing daily.