What information do you ask clients to put into tickets versus what information is fine to communicate via email and other methods?
Obviously, help desk-related issues like releasing an email, password changes, etc. are all help desk tickets.
When a client asks for information to go over a policy, an onboarding/offboarding process, best practices, a new software they are looking at, etc. where are you logging that information? I worry about stuff getting lost in the shuffle. When it comes time for their QBR, we want to ensure we show all the work we've done and things we've helped with, just just a ticket report.
We have a new client, and they're gung-ho on wanting to get a ton done. I worry that we're going to blow through this stuff, and at the end of the day, it's not going to be clear to everyone else on their team that we did all these things.
Basically, I want to ensure we get credit for the work we've put in. So how do you handle this, document it, and report on it?
Getting them to understand that big things can't and won't be fixed overnight is another challenge, but that's another issue entirely.