client-collaboration
Client Collaboration — Under 100 People
What This Process Does
Client collaboration at this size is the discipline of working with clients in a way that's transparent, productive, and relationship-strengthening. You're managing 5–30 active client relationships across project + retainer work. Tools: Slack Connect (cross-org Slack), shared Google Drive / Dropbox / Notion, simple client portals (Basecamp, Asana guest access, FreshBooks projects, ClientPortal.io), formal touchpoints (weekly status, monthly business reviews, quarterly strategic reviews). Client team typically 1–5 stakeholders per project.
The work: maintain transparency, manage expectations, capture decisions + approvals, and deepen relationships beyond the deliverable. Mistakes: comms-channel sprawl (everyone uses different tool), unclear decision-record (he-said-she-said), client-surprise (issues surface late), no relationship-investment (transactional only).
Start Here: ERP•AI Templates
ERP•AI's Small Business Client Collaboration template provides client-portal setup, comms-channel governance, status-update orchestration, decision + approval logging, document collaboration, and relationship-investment cadence. Pair with Project Planning + Customer 360 for context.