Client Communications

Responsibilities for a (CCO) or Corporate Communications Officer Role:

Project Management | Client Communications | Internal + External Billing 

• Billing and Invoicing:
  • Generate accurate and timely invoices 
  • Ensure all products/services are properly accounted for.
• Updating Payment Methods:
  • Receive payment failure emails and resolve them.
  • Coordinate payment method updates.
  • Assist in resolving payment-related concerns.
• Reporting Progress to Clients:
  • Communicate project progress, milestones, and deliverables to clients.
  • Address any client inquiries or concerns.
• Creating + Completing Tasks within Projects:
  • Utilize WHMCS to create and assign tasks.
  • Complete tasks that are assigned.
• Completing Tasks:
  • Ensure the production department is on-target. 
  • Collaborate with team members to obtain communication details
• Corresponding with Clients about Project Statuses:
  • Maintain open and clear communication.
  • Provide timely updates on project statuses.
  • Address client inquiries, concerns, or requests.
• Sorting and Replying to Emails:
  • Manage project-related emails with clients
  • Respond to client and internal emails.
  • Ensure professional and clear communication.
• Checking on Existing + Creating New Quotes:
  • Review and validate existing quotes for accuracy and alignment with project requirements + discovery notes.
  • Coordinate with the production department to revise quotes as necessary.
  • Communicate any changes to clients and ensure their understanding.
• Checking for Scheduling Follow-ups:
  • Monitor scheduled meetings with clients and team members.
  • Send reminders for upcoming scheduled activities.
  • Reschedule or adjust appointments.
• Writing Quotes:
  • Prepare detailed quotes based on project spec, and requirements.
  • Present quotes to clients, follow up to address any questions or negotiate terms.
• Checking Up on Clients:
  • Regularly communicate with clients to ensure their satisfaction.
  • Proactively follow up with clients to gather feedback.
  • Identify opportunities for upselling or cross-selling.