Best Practices

Top 5 communication techniques to improve and foster strong client relationships

Changes and best practices you will need to ace your client communication game and improve your client management strategy.
October 25, 2023
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Mukundh Krishna

Robust client communication is the bedrock of any flourishing organization.

But you know that already.

Establishing a solid foundation for interaction is not just essential, but also instrumental in fostering strong, long-lasting customer relationships.

It’s about more than just endless email chains, generic newsletters, or settling invoices on time. It's about nurturing a relationship built on trust and understanding.

A strong focus on communication results in improved client satisfaction, and retention, and can even become a powerful tool for winning new business.

Related reading

  1. The 6 pillars of client-centric culture
  2. How to create a project communication plan [free template]
  3. Building customer-centricity into your post-sale journeys

This blog explores some best practices that can rev up your relationship-building game and transform your client interactions into something truly exceptional

And, who knows? By the end of it, you might just find yourself a new trick or two to keep those client relationships sailing smoothly.

Let's dive right in.

What is a client relationship management strategy? 

A client relationship management strategy is a systematic approach to managing interactions and relationships with clients.

It is a crucial component of effective client communication. A well-executed strategy enables businesses to deepen their understanding of clients, tailor their offerings to their needs, and build long-term relationships.

Client relationship management strategy begins with collecting and analyzing data on clients, such as preferences, purchase history, and communication preferences. This data provides valuable insights into client behavior, allowing businesses to anticipate their needs and deliver personalized experiences.

Another key aspect of this strategy is establishing effective communication channels. Whether it be through in-person meetings, phone calls, or digital platforms, maintaining regular and transparent communication is essential for building trust and understanding.

Moreover, this strategy helps businesses streamline their internal processes, ensuring that client  requests are handled efficiently. This not only improves client satisfaction but also enhances overall productivity. It enables businesses to understand, anticipate, and meet the needs of their clients effectively.

Learn all about client management and ace the client relationship game.

Why is it important to build a strong relationship with your clients?

Building a solid client relationship is crucial for any business for three reasons:

  • It fosters trust and establishes a strong foundation for long-term partnerships. When clients feel valued and heard, they are more likely to remain loyal and recommend your services to others.
  • Understanding your client's goals, expectations, and preferences allows you to tailor your strategies and deliver tailored solutions. This not only increases client satisfaction but also supports effective decision-making, leading to better outcomes for both parties.
  • Building a solid client relationship and communicating openly also opens the door for constructive feedback and criticism. Clients who feel comfortable expressing their concerns or providing suggestions can help you identify areas for improvement and enhance your offerings. By actively seeking and incorporating client feedback, you not only demonstrate your commitment to their success but also continuously refine your services to meet evolving needs.

5 Best practices for better client communication

Maintaining effective client communication is key to building strong relationships and ensuring project success. Here are 5 best practices to enhance your client communication process:

1. Have an inclusive goal-setting process

It is crucial to understand that the process of defining client goals is always a two-way street. It should involve the clients in the process to ensure their needs and expectations are fully understood and taken into account.

To implement an inclusive goal-setting process, practice active listening. Hear out your client's concerns and objectives. By incorporating their input, you can establish clear and specific goals that align with their vision and are customized according to them for the project.

It is also essential to facilitate open and honest communication throughout the process. Encourage your clients to express their ideas, thoughts, and concerns, and be receptive to their feedback. This establishes a collaborative atmosphere, fostering trust and strengthening the client relationship.

This inclusivity should not end in goal-setting and should be incorporated throughout the project. Regularly revisit and reassess goals together, making adjustments as needed. This ongoing dialogue ensures that the goals remain relevant and actionable, enhancing client satisfaction throughout and overall project success.

Ultimately, an inclusive goal-setting process facilitates effective communication, creates shared expectations, and fosters stronger relationships with your clients.

2. Encourage proactive communication and transparency among your team members

Proactive communication and transparency are crucial for building strong relationships with clients.

This can ensure that clients are always informed about the progress of their projects and any potential roadblocks that may arise. This means taking the initiative to provide regular updates, even if there are no major developments to report.

Transparency is equally important. It means being open and honest with clients about any challenges or issues that may arise during the project. Instead of hiding problems, take a proactive approach by discussing them openly and working together to find solutions. This level of transparency will build trust and confidence with your clients.

You can start by setting clear expectations from the beginning. Make it clear that open and honest communication is highly valued and expected. Set up easy and accessible communication channels through which they can reach you and discuss their concerns.

Create an environment where clients feel comfortable reaching out with questions or concerns. By fostering a culture of proactive communication and transparency, you can build stronger, long-term relationships with your clients.

3. Inculcate accountability  

In any client communication, accountability is a crucial aspect that can greatly enhance the effectiveness of your interactions.

By bringing in a sense of accountability, you ensure that all involved take ownership and are responsible for their actions, leading to a more productive and healthy working relationship.

One way to promote accountability is by establishing clear communication channels and expectations from the start. Clearly define roles and responsibilities, ensuring everyone understands what is expected of them. This clarity helps prevent miscommunication and ensures that each person knows their part in the process.

Regularly checking in and providing progress updates also fosters accountability. It is also important to send them reminders about their responsibility and celebrate small wins with them as a way of encouraging them. By keeping clients informed about the status of projects and any potential roadblocks, you demonstrate responsibility for your work and create a transparent working environment.

More importantly, get comfortable receiving feedback!

Clients will feel more comfortable expressing their concerns or expectations, leading to better collaboration and a higher chance of delivering the desired results.

Learn more on how Rocketlane helps professional services teams elevate their client management experience by bringing accountability and fostering client responsibility; head here.

4. Start with the basics: address their pain points

Effective communication starts with understanding their needs and offering solutions that alleviate their challenges. To begin with, it is crucial to listen actively to your clients. Give them the opportunity to express their concerns and frustrations. As you listen, take note of their specific pain points so you can tackle them effectively.

Once you have identified these pain points, tailor your communication accordingly. Be clear and concise in your explanations, offering solutions that directly address their concerns. Use language that is easy to understand and avoid using technical jargon that might confuse or frustrate clients further.

Always follow up with your clients after providing a solution. This shows that you genuinely care about their satisfaction and are committed to resolving their pain points. Address any lingering concerns promptly and make sure they are fully resolved.

5. Add a touch of personalization 

A personalized relationship experience with you shows your clients that you value their individual needs and preferences.

Here are three things to incorporate into your client communication to ensure personalization:

1. Address clients by name: Begin your emails, meetings, and phone calls by using your client's name. This simple gesture instantly creates a personal connection and makes them feel valued.

2. Tailor your messages: Avoid using generic templates or one-size-fits-all approaches. Instead, take the time to craft personalized messages that address specific concerns or challenges your clients are facing. This demonstrates your attentiveness and commitment to their success.

3. Remember important details: Make notes on your client's preferences, interests, or recent accomplishments. Reference these details in your conversations to show that you genuinely pay attention and care about their individual journey.

How Rocketlane enables smooth client communication

When it comes to client communication, having a streamlined and efficient process is crucial for success. That's where Rocketlane, a collaborative, all-in-one project delivery platform, comes in.

With Rocketlane, you can:

  1. Centralize all conversations in one place. No more sifting through countless email threads or searching for files scattered across different tools. Rocketlane brings everything together, making it easy to track and manage client communication effortlessly.
  2. Have a dedicated client portal that offers clients a shared workspace where they can get visibility into project progress, collaborate, ask questions, and provide feedback in real-time. This reduces confusion and enhances the overall client experience.
  3. Keep everyone on track by assigning tasks, setting deadlines, and monitoring progress. This ensures that deadlines are met, and nothing falls through the cracks.
  4. Use automations that help teams can collaborate, communicate, and automate tasks. You can  create custom workflows and automate repetitive tasks, such as sending timely status updates and gathering feedback, or an escalation matrix.

By leveraging Rocketlane Automations, businesses can enhance their client communication processes, leading to improved client satisfaction and stronger long-term relationships. It helps teams stay organized, eliminates miscommunication, and ensures that nothing falls through the cracks.

How Rocketlane enables effective communication for Flatfile

Based in Denver, Colorado, Flatfile provides a platform for businesses of all sizes to migrate and validate diverse data efficiently, eliminating the need for extensive spreadsheet cleaning. Ideal for SaaS businesses from startups to enterprises, Flatfile simplifies customer data migrations through its specialized platform for B2B data onboarding.

Their pain points:

  1. Flatfile's team and customers suffered from a lack of visibility
  2. Communication was scattered across emails and Slack threads

How Rocketlane addresses Flatfile's needs:

  1. All team members can monitor each customer project's status, progress, and obstacles on Rocketlane. Flatfile's customer onboarding process is now more efficient and enables managing more projects with less stress.
  2. Flatfile customers can now get real-time visibility into the status of their onboarding projects with Rocketlane's dedicated customer portal. Customers now know exactly which tasks they need to complete and by when they are due. This ensures customers complete their tasks on time.
  3. The chat functionality has allowed them to communicate more effectively with Flatfile's team.
Our customers are more involved than ever. Rocketlane’s customer portal gives them real-time visibility into the status of their onboarding project. They can complete tasks on time because they know exactly what they need to do and when they need to do it and also hit us up instantly via built-in chat to communicate more effectively.
Becca Weiss, Director of CS and Implementations @ Flatfile

With their pain points  addressed and their challenges resolved, Flatfile saw a 70% reduction in customer go-live time from 86 to 25 days.


1. How can I establish effective communication with my clients?

To establish effective communication with clients, you should set clear expectations, tailor your communication style to their preferences, use various communication channels, and proactively address any concerns or issues.

2. How often should I communicate with my clients?

Answer: The frequency of client communication depends on the project or engagement. However, regular updates, progress reports, and scheduled check-ins are generally recommended to keep clients informed and engaged.

Learn how to optimize your communication frequency and quality with a strategic project communication plan.

3. What are some common issues to avoid in client communication?

Common issues to avoid in client communication include poor listening skills, failure to set realistic expectations, lack of clarity in messages, delayed or inconsistent responses, and a lack of empathy or understanding.  

Learn how to build a client-centric culture within your PS teams with Rocketlane's proven strategies and achieve unparalleled client satisfaction.

4. How should I handle difficult or challenging conversations with clients?

When dealing with difficult conversations, it is important to remain calm, empathetic, and professional. Listen attentively, acknowledge their concerns, find common ground, offer solutions or compromises, and follow up to ensure resolution.

5. What are some effective methods for delivering bad news to clients?

When delivering bad news, it is essential to be honest, transparent, and empathetic. Provide clear explanations, propose alternative solutions, and show your commitment to rectifying the situation.

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Preethi Ragu
Digital Marketer @ Rocketlane

Preethi Ragu is a digital marketer at Rocketlane, contributing to both the content and demand generation teams. She's also an avid follower of pop culture, enjoys writing about cinema, and loves collecting earrings.

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