Hello @team !
After our migration to SuiteCRM, some of our client briefings have gotten stale. This makes sense because we’re not all using Monday like we were and so logging into SuiteCRM has become a special tool that you have to go out of your way to use.
However these briefings are quite critical when onboarding new members, so I’ve taken the time to audit and clean them up slightly-- they shouldn’t be mangled any longer. I know a few clients in the set may not need updating since we’re about to close our contracts with them, but others are still active and we need to make sure we’re keeping these up to date.
Unfortunately I don’t know the clients better than the client owners so there are some things I couldn’t clean up (or was not sure enough to confidently edit). The handbook mentions that the CRM entries should be updated with new notes as you have meetings with the client, consolidating them once per sprint.
This is all well and good but I also understand that if you’re already updating your epics you may find this to be a lot of additional overhead and potentially redundant. So, I’m proposing a different method. I’ve made a slight tweak to the Client Strategy tickets that are currently autogenerated.
You should be getting these tickets once per quarter. If you haven’t been, please let me know so I can figure out why you aren’t. The tickets are there for you to take time considering what projects we might propose to the client proactively, but since they involve reading through the Client Briefing and Value Proposition, I’ve added updating these to the completion criteria of these tickets.
I wanted to verify that this change works for everyone. I’ve created an MR with the tweaks to the process here. It’s pretty brief. I’d like to know if this tweak works better for you all and if you anticipate being able to keep up the client briefings more consistently overall following it.