13min chapter

Jason On Firms Podcast cover image

269 Standardizing Services - Cleaning Up The Mess

Jason On Firms Podcast

CHAPTER

Standardizing and Defining Client Services with Team Involvement

This chapter highlights the significance of team involvement in defining and standardizing services for clients, emphasizing the creation of a service library and setting clear boundaries. Practical steps are provided to identify service delivery differences, define service items, and maintain a balance between customization and standardization.

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