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Teamwork.com User Group - 2/27/24 @11am PT
Using Teamwork.com for Client Management
You might be using Teamwork.com to manage your production internally but haven't fully adopted in managing your clients. In this session, our speaker, Alaire Jones, walks us through how she's mastered client management in Teamwork.com.
Join this event and learn about:
- Managing privacy on comments, time logs, time estimates, task descriptions, assignees, etc)
- Considerations for what these privacy settings impact on the client experience
- How to leverage board columns to the client's benefit
- How we leverage notebooks to collaborate and track deliverables for the client
Speaker:
Alaire Jones has been Director of Operations at Salted Stone, an Elite HubSpot agency, for 4 years now. She is responsible for the entire operational tech-stack at her agency - which includes managing software solutions and ops processes for creatives, developers, client service teams, and more. During her tenure, she has overseen an expanded adoption footprint of Teamwork.com features in her efforts to continuously streamline the "getting work done efficiently" part of agency operations while also paying close attention to the data and reporting aspects that are needed to manage a business.
