Area 6 Customer Service Summary

Thank you so much, participants. This is a tough area to discuss and y’all came up with great ideas.

More than other areas, I paraphrased and edited your comments to come up with this summary. Please review it and let me know if you think I’ve missed something or misunderstood something. I’ve numbered the comments to make them easier to refer to.

  1. Update the client on project status
  2. Ensure the project is meeting the client’s original expectations
  3. Contribute to project documentation (lessons learned, risk register, project charter, closeout report, change requests, etc.) that directly relates to client satisfaction on current and future projects.
  4. Communicate in such a way that every client feels that they are the most important client
  5. Explain to a client how something in the course functions
  6. Provide possible treatment options or solutions for a problem
  7. Explain technical or visual elements clearly to help the client envision the final product
  8. Provide detailed QA to catch errors the IDs missed
  9. Suggest a more effective way of presenting content
  10. Research the client to develop a feel for their brand, visual identity, and core values (to produce a design that embodies the client)
  11. Interpret a client’s desires for their eLearning
  12. Create exciting and memorable learner experiences for the client
  13. Refer to project documentation in Teamwork or Notes to clarify client expectations
  14. Speak with confidence to persuade a client to accept a helpful idea or treatment

Is this list an accurate representation of your suggestions and ideas?

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