Client operations
How do I keep client communication, reports, and deliverables in one place?
Anchor the work to a shared client or project record and link messages, reports, files, and decisions to it. Use consistent naming and ownership so people do not create private folders or duplicate records when the project changes hands.
What to check
- What is the main client or project record?
- Where should final deliverables live?
- Can someone new understand the history without searching personal inboxes?