There are very small details when exchanging information with customers that if not paid attention will make the exchange unprofessional and unnecessarily prolonged.
- The file naming. The file before sending to the client should be renamed. The file name should contain information such as the version, the date of creation of the file and recall the contents of the file.
- Emails need to have a clear title, summarizing the content of the email. If the email has a file attached, there should be a note in the email and a brief explanation about that file. The purpose of this is to confirm that the file is sent by you and not by some third party, and remind customers that there is an attachment, avoiding them forgetting to check the attachment. included.
Every time I provide information to customers, I often put myself in the customer’s context to see what they will think and what difficulties they will have when receiving my information. From there, I provide explanations for areas that I think customers will have questions about. The purpose of this is to try to give information just once so that the customer understands the problem, avoiding the need to ask again and discuss again, wasting unnecessary time.
