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Client Relationship Management Workflow

Manage client relationships including satisfaction, business development, and retention.

Complexity: Medium | Duration: 15-30m | Category: Industry/Legal Services

Tags: crm client-relations satisfaction business-development retention

Workflow Diagram​

Steps​

Step 1: Track client interactions​

Track client interactions

Step 2: Conduct satisfaction surveys​

Conduct satisfaction surveys

Step 3: Analyze client feedback​

Analyze client feedback

Step 4: Identify cross​

Agent: selling opportunities

Step 5: Develop client growth plans​

Develop client growth plans

Step 6: Plan client entertainment​

Plan client entertainment

Step 7: Monitor relationship health​

Monitor relationship health

Step 8: Address client concerns​

Address client concerns

Step 9: Manage key client programs​

Manage key client programs

Step 10: Report on client metrics​

Report on client metrics

Usage​

To execute this workflow:

/workflow industry/legal-services/client-relationship-management-workflow.workflow

See other workflows in this category for related automation patterns.