Best Practices for Agencies Using Slack to Communicate with Clients

Why You Should Use Slack to Communicate with Clients

When you work with your clients, you want to ensure that communication is top-notch throughout all stages of the client-agency relationship. Using Slack to communicate with your clients can help achieve the following goals:

• Keep messages and files organized
• Ensure quick communication exchanges between parties
• Help to improve collaboration between all parties
• Asynchronous and real time messages are both available
• Provide a way to highlight project progress
• Ability to dedicate specific Slack channels for different projects

These are a few popular reasons to use Slack as a client-agency communication tool.

Best Practices for Slack Usage with Clients

When you start using Slack with your clients, you may not know the best ways to proceed. Or perhaps you’ve been using Slack for client communications for a while now but feel that you could improve the use of this platform in certain ways to be more efficient. Here are some best practices for Slack usage with your agency clients:

Use Dedicated Channels

To keep things organized in your Slack communications with clients, make sure you have a dedicated channel for each client and/or project. By doing so, there’s no question as to which Slack channel pertains to which client and project.

Keep Channels Public If Possible

It’s also a good idea to keep the channels public. However, if you need to share private information, you can set up private channels to do so.

Use Clear Communication

Make sure the communication is clear throughout the Slack usage. Use threads to keep communications in order and headings to organize the content within each channel and conversation.

Set Expectations for Communication and Response

Ensure that the clients know about professional expectations regarding communication and response times. If everyone has the same information, this will make the client-agency communications clear and efficient.

Take Advantage of Emojis

Rather than type lengthy responses, take advantage of using emojis to reply to messages. A simple thumbs up emoji will let the message sender know that you received the message and agree without having to take the time to type a response.

Automate Certain Responses and Reminders

When you automate certain responses and reminders, you can save time and ensure that the recipient receives the information at the right time.

Don’t Share Confidential Information

Make sure to not share confidential information via Slack and reserve this sensitive information for a more private communication method.

Slack Use is Even Better With Help From Chronicle

Following these best practices will help you to improve your communications with your clients. Another way to improve your Slack efficiency is to use the Chronicle app. The Chronicle app will help you monitor Slack messages, scan for and remove inactive channels, and provide event monitoring tools. Slack is an efficient organization tool, but the Chronicle app can make using this communication platform even better.

Contact the Chronicle team today to learn more about how the Chronicle app can improve your Slack usage.

FAQs

Can I use multiple Slack channels with clients?

Absolutely! You can set up many different Slack channels based on client, project, and other categories.

Does the Chronicle app help with Slack organization?

Yes, by using the Chronicle app, you can identify and get rid of inactive channels, monitor messages and events, and more.

Can Slack be used solely between team members?

Certainly. You can reserve Slack usage for company employee communications.