Staff - Client Communications

For better communications and seamless project workflow between vzblt staff and clients. Please consider the following means of communicating when using email and CRM:

Email Communications

• Primary communications between vzblt and the client
• All confidential access credentials, contracts, and direct communications should be transmitted by email only
• Primary or follow up documents can be transmitted through email between vzblt and the client
• Clients' requests should be transmitted using email unless it was feedback provided to a specific project, task, or file in the CRM
• Employees' requests should be transmitted using email communications only
• Final approval after CRM-specific approvals should be transmitted using emails with files/links attached
• All emails sent from any vzblt employee to clients should be also CC'd to michel@vzblt.com and nader@vzblt.com
• Private email communications to clients are strictly prohibited

CRM Communications

Section	vzblt	Client	Notes
Tasks	Checklists, timesheets, and ongoing discussion	Ongoing instant feedback and discussion
Files	Upload final files and revisions, including logo and any important assets respective of each project	Provide feedback in comments for each file shared and upload any needed documents
Projects	Overall task and timesheet management	Overall progress of each task respectively and the project status overall
Sales	Issue proposals, invoices, contracts and payment receipts	Approve/decline any submitted sales related document
Profile	Edit personal and work details including profile image, etc	Edit work details including profile image, etc