Do you know why it’s important to talk to clients on Teams?

Last updated by Asher Paris SSW 5 months ago.See history

Effective communication with your clients on Microsoft Teams builds credibility, trust and ensures they receive the deserved attention.

Teams image
Figure: Keeping Teams at the centre of client communication

Talking to clients on Teams

Microsoft Teams is an excellent channel for communicating with clients, especially at the early stage of client development, like after the initial meeting. It encourages the client to reach out and ask you anything about the business, like an upcoming Spec Review. It also gives you an easy way to be able to get hold of them to chase potential work. This impresses the client and can strengthen your relationship.

In other words, Microsoft Teams = buddies :-)

Open vs closed tenants

An open Microsoft 365 (tenant) means any external email address can communicate with you via Teams. However, some organizations have a closed tenant, meaning you can only communicate via Teams with their organization’s consent.

Getting started

Once you’ve arranged an Initial Meeting or before a Spec Review, follow these steps to begin communicating with your client on Teams.

  1. Open Microsoft Teams
  2. Open a ‘New Chat’ or press (Ctrl + N)
  3. Enter the client’s email address
  4. Create the chat

Figure: Client with open tenant

If the client has an open tenant, you should send a welcome message in Teams

Hey thanks for the meeting. Feel free to ping me on Teams or by email any time if you have any questions 😀

Figure: Send an email to your client confirming you will contact them through Teams

If the client has a closed tenant, you should send a closed tenant request email

Figure: Client with a closed tenant

Figure: Send an email to your client requesting access to their organization's tenant

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