October 2022 - Review

(Client Servicing)
By Vidhi Dhankar
Internal & Restricted Private & Confidential

Shaping opinions through persuasive storytelling

 Client Servicing:

Client servicing involves understanding the needs and desires

of the client and proactively meeting those needs. Excellent
client servicing is essential to maintaining strong client
relations.

Internal & Restricted Private & Confidential

Shaping opinions through persuasive storytelling

 The client service job description typically contains a variety of functions and
roles including:
• cultivating solid and positive relationships with clients creating a positive onboarding experience
for new clients
• interacting with clients through telephone calls, email communications or face-to-face meetings
• Creating plans, weekly calls, daily communication
• ensuring that the correct terms of sale are entered into the client database to prevent avoidable
billing issues
• identifying ways to overcome clients' possible pain points in engaging company products and
services
• maintaining a strong relationship with clients through constant check-ins and ensuring all
communications
Internal & Restricted from the client are responded to promptly and professionally Private & Confidential

Shaping opinions through persuasive storytelling

 Client servicing for the startup clients in October
- SaveIN
- BuildNext
- BosonQ Psi
- PBFIA
- Veganuary
- Addpay

Internal & Restricted Private & Confidential

Shaping opinions through persuasive storytelling

 SaveIN

- Diwali Gift distribution: coordination with the client, explaining the purpose,
need, importance, and requirement
- Daily calls
- Weekly meetings
- WIPs
- Monthly plan creation and presentation

Internal & Restricted Private & Confidential

Shaping opinions through persuasive storytelling

 BuildNext

- Diwali Gift distribution: coordination with the client, explaining the purpose,
need, importance, and requirement
- Hyderabad Event coordination- Planning and Execution
- Outlook event negotiations
- Daily calls
- Weekly meetings
- WIPs
- &Monthly
Internal Restricted plan creation and presentation Private & Confidential

Shaping opinions through persuasive storytelling

 BosonQ Psi

- Diwali Gift distribution: coordination with the client, explaining the purpose,
need, importance, and requirement
- Daily calls
- Weekly meetings
- WIPs
- Monthly plan creation and presentation

Internal & Restricted Private & Confidential

Shaping opinions through persuasive storytelling

 PBFIA

- Diwali Gift: coordination with the client, explaining the purpose, need,
importance, and requirement (Distribution is not done yet)
- Daily calls
- Weekly meetings
- Monthly plan creation and presentation

Internal & Restricted Private & Confidential

Shaping opinions through persuasive storytelling

 Veganuary

- Monthly plan creation and presentation

- Coordination with the client
- Understanding the subject
- Ideation

Internal & Restricted Private & Confidential

Shaping opinions through persuasive storytelling

 Addpay

- Monthly plan creation

- Coordination with the client
- Understanding the subject
- Ideation

Internal & Restricted Private & Confidential

Shaping opinions through persuasive storytelling

 What I missed
- F1 article placement for BQP
- Coordination with the team (on weekends)
- PBFIA Diwali gifts distribution
- Delay in content updating on content calendar

Internal & Restricted Private & Confidential

Shaping opinions through persuasive storytelling

 Way Forward

- Better communication and coordination

- Research and detailed analysis of each client

Internal & Restricted Private & Confidential

Shaping opinions through persuasive storytelling

 Thank You!

Internal & Restricted Private & Confidential

Shaping opinions through persuasive storytelling