
1. Importance of Communication
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Communication with a client is part of your work. It’s important not only to complete tasks but also to clearly and structurally convey information, align steps, and document agreements.
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2. Small Talk and the First Contact
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Every interaction starts with brief friendly conversation:
- introduce yourself
- share interests
- discuss common topics.
This helps create a comfortable working atmosphere.
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3. Preparing Your Self-Introduction
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Prepare a few sentences about yourself:
- who you are
- what you do
- and what formats you work with.
This helps the client understand your approach quickly.
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4. Client Calls
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During a call, start with brief small talk, then move to the main topic.
Keep a positive and open tone, be punctual and atte
- It’s helpful to take short notes during the call — either manually or using AI tools — to capture key ideas and agreements.
- If it’s a video call, test your microphone and camera in advance to avoid technical issues during the meeting. Small technical problems can negatively affect the first impression.
- Make sure your background and video image look clean, simple, and professional.
- You can also ask the client for permission to record the call. Explain that the recording will only be used internally to create a short summary of the meeting that will be shared with the client afterward. Emphasize that the recording will remain confidential and will not be shared with third parties.
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5. Written Communication
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Emails should be structured:
- address the person by name or the team
- brief greeting and ask about current tasks
- main message clearly and concisely
- follow-up questions if needed
- polite closing
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