Whose Job Is It Anyway?
Client Journey
Fix It Fast
100

Who helps new clients understand who we are and what we do — often before the first meeting?

What is Marketing?

They shape first impressions and attract the right opportunities.

100

What’s often the very first place a potential client hears about us?

What is a conference, campaign, or referral?

The journey starts before we even know they’re watching.

100

A project milestone is slipping. What’s the first thing the PM should do?

What is communicate early and reset expectations?

Clients are usually OK with delays — but not with surprises.

200

Who turns interest into signed project work and builds long-term client relationships?

What is Business Development (BD)?

They guide clients through scoping and keep relationships alive.

200

What key moment often determines if the client becomes a long-term partner?

What is how we deliver the first project?

First impressions during delivery build or break trust.

200

The client is visiting site and something’s off with logistics, setup, or safety. Who plays a key role in saving the day?

What is Admin, Facilities, or Site Ops?

The behind-the-scenes crew makes visits feel seamless.

300

Who makes sure timelines, tasks, and teams are aligned — and keeps the project on track?

What is Project Management? 

They’re the glue between science, client, and delivery.

300

What internal breakdown can lead to delays, confusion, or misalignment after kickoff?

What is a poor handoff between functions?

Clients don’t care about our org chart — they expect consistency.

300

A client email lands in the wrong inbox and goes unanswered. How can teams prevent this?

What is clear ownership and shared inbox protocols?

Every missed message chips away at trust.

400

Who supports smooth internal operations that shape a client’s first impression — even if they never join the project call?

What is Admin, Operations, or HR?

They create the environment that makes the rest of us shine.

400

After a successful project, what’s something every team can do to support future work?

What is share insights, celebrate success, or ask for feedback?

Loyalty grows when we follow up like a partner, not a vendor.

400

A late-stage report is stuck in tech review and the client is chasing. What’s the fastest way to recover?

What is loop in support, set expectations, and unblock the workflow? 

Clients don’t need perfection — they need transparency and a plan.