Customer-facing reports with Peter Jaffe
The Data Standard
Part of effective client management and retention is knowing how to communicate effectively. When it comes to official business matters, every opportunity to interact with your clients must be on point. You want to meet your client’s wants and needs, providing them with information that’s important to them while also valuing their time. Naturally, the client report plays a vital role in communication. Reports are a tool for conveying results clearly, and they support transparency by putting you and your client on the same page. When done right, reports keep your client engaged and committed to meeting your shared goals. Unfortunately, many people fail to take advantage of their report’s potential. This leads to the chronic problem of boring reports—10-page documents filled to the brim with soporific text and statistics. Sure, reports aren’t exactly known for being the most riveting of reads. But with a bit of visual design and thoughtful presentation of data, even the most numbers-heavy report can be interesting to your clients. In this podcast, we’ll go over a few ways to take your client reporting to the next level.
Meet The Host
Data scientist at The Data Standard
Catherine Tao is a tech enthusiast looking for new methods for building connections with businesses around the world. Her extensive knowledge of data science allowed her to develop new solutions and implement them into existing ecosystems. She is currently working as a Data scientist and Exclusive Podcast Producer at The Data Standard.
Meet The Guest
Head of Data at Teachable