Below are some typical client relationship jobs together with some pointers for just how to handle them. Account Setup So you’ve secured the bargain as well as a new client gets on board. Congrats! Now it’s a series of mundane tasks to get their details on file and also more educate them on how your company operates. These jobs can be automated. If you can’t pay for the most recent software application as well as tools, at the very least streamline these tasks right into a collection of concise steps as well as attract from templates to prevent redundancies.