"The first step I take in a post-engagement setting is to hold regular check-ins with my client to ensure their solution adoption experience is running smoothly. I take the time to listen to their stories and determine if there is anything I can do to add value. This might include scheduling additional training or assisting with configuration changes.
After some time has passed, I check in again to see how things are going and determine if any add-on opportunities exist. Clients often wish to expand their feature sets after a successful initial launch and I work with them to develop a strategy for the next phase of their use in other areas of their company. I also review any issues they are having to determine if there is anything we can do for them from a customer support perspective. I am usually able to uncover a few opportunities that take just a bit of effort on our part but go a long way toward customer satisfaction.
Finally, I make sure to update our internal teams on any lessons I learn when working with specific clients. Developing best practices and honoring client preferences helps to ensure that future engagements go more smoothly."
