Client portals and customer updates
How do I reduce customer emails asking for status updates?
Make status visible before customers need to ask. Use a portal, automated update, or both to show meaningful changes and next steps. Do not send constant messages; notify customers when the status changes or when they need to act.
What to check
- Which status questions are asked repeatedly?
- Can those answers come directly from the operating system?
- When does the customer actually need a notification?