Sie jonglieren mit Kundenbetreuung und administrativen Aufgaben. Wie gelingt ein reibungsloser Übergang zwischen den beiden?

To smoothly transition between client assistance and administrative tasks: 1. Prioritize Tasks: Identify and rank tasks by urgency and importance to manage your time effectively. 2. Create a Schedule: Block out specific times for client assistance and administrative work, minimizing overlap. 3. Stay Organized: Use tools like task lists or project management apps to keep track of your responsibilities. 4. Set Clear Boundaries: Inform clients and colleagues of your availability to manage expectations and reduce interruptions. 5. Take Brief Breaks: Pause briefly between tasks to clear your mind and refocus on the next activity.

Para lidar com eficiência com assistência ao cliente e tarefas administrativas, adoto algumas estratégias. Utilizo ferramentas de planejamento para organizar e priorizar responsabilidades, assegurando que nada seja esquecido. Se possível, separo blocos de tempo para cada tipo de tarefa, o que ajuda a manter o foco e reduz o estresse. Automatizo e delego tarefas repetitivas quando possível, liberando tempo para o atendimento ao cliente. Mantenho uma comunicação clara com a equipe e clientes, ajustando métodos conforme o feedback. Além disso, faço uma boa gestão do tempo e mantenho um equilíbrio saudável entre trabalho e descanso para evitar o esgotamento.

What has worked for me is making the client my priority. Therefore, I would deal with the admin tasks in between client encounters. For example, if I am updating my stats spreadsheet for the week and a client comes in or telephones, I would save my progress on the spreadsheet and give the client my full attention. If I have to wait on feedback from another unit, while waiting, I would ask the client to hold or be seated, and continue with my spreadsheet until the co-unit responds.

What would work is ascertaining the top priority tasks. Also, I would decide what tasks will take the most time. And the SLA for each task. If I need to submit a task at 4 pm that I need 3 hours to achieve, I would not start the task at 2 pm. It is a juggle to achieve but every person has a method and should create one that allows them to set tasks and achieve them. Cross them out on a to-do list, use a Pomodoro technique, or do whatever they need to get work done.

Es muy importante una buena distribución de tareas en un departamento para la optimización del servicio al cliente, tiene que haber un equilibrio en el equipo de trabajo.

Acredito que delegar é necessário se não hoje, em algum momento certamente será já que a medida que avançamos na profissão atividades mais complexas vem parar em suas mãos e justamente por este motivo é importante observar pessoas e suas habilidades e gradativamente vai passando, monitorando e entendendo as dificuldades e habilidades para conseguir com o tempo auxiliando a pessoa desenvolver afim de repassando consigamos também assumir outros níveis. Acredito que a construção gradativa da autoconfiança e o seus próprios caminhos acaba levando a autonomia em algum momento.

Delegar tarefas é uma estratégia essencial para o sucesso organizacional, permitindo que líderes concentrem-se em atividades estratégicas enquanto desenvolvem o potencial de suas equipes. Quando delegamos de forma eficaz, não apenas aumentamos a produtividade, mas também empoderamos os colaboradores, promovendo um ambiente de crescimento e autonomia. Para que a delegação seja bem-sucedida, é fundamental escolher a pessoa certa, definir expectativas claras, oferecer suporte adequado sem microgerenciar, e reconhecer o trabalho realizado. Em essência, delegar com confiança e clareza fortalece a equipe e contribui para o alcance de resultados significativos.

You must prioritize your task based on the magnitude of the project. Whether using a checklist or work flow tracking software to progress toward completion. Also, having a general idea of how long a project takes, and what time of day during work hours is busiest or much slower to complete certain tasks. Prioritize, focus and stay on task from start to finish are key in productivity; these important steps are ultimately necessary to achieve work goals that will minimize stress level as well.

E extremamente importante saber delegar tarefas para cada departamento responsável. Isso otimiza tempo e esforços nos trabalhos e não sobrecarrega os demais colaboradores.

I usually start by prioritizing tasks based on deadlines, importance, and urgency. Communicating with the client also is the key, letting them know when to expect a response will help manage their expectation and allow me to switch focus without pressure.

Canopy is an excellent tool for digital file storage, task tracking, scheduling, correspondence, automation, and delegation. I highly recommend it for every accounting organization. Canopy even provides portal access to clients to upload and retrieve documents.

A utilização de ferramentas tecnológicas corretas facilita o dia a dia no ambiente administrativo e é possivel priorizar os clientes com mais atenção e cuidado.

Automating what can be automated is a game changer! Also, don't count on your memory or a note on your desk... Set a reminder on your calendar or make a note in the CRM! Also having a to-do list broken out by what has to be done this week and what is longer term projects is very helpful!

Prioritizing which task needs your attention first and which task needs to be done because of the client's need. then streaming other tasks from easiest to hardest. By doing that, you finished more of the work without sacrificing your client's want

Depending on the type of business you work in is the first determination of client priority. In a social services business/agency when a client calls or walks in they are your immediate priority. Second only to another client already being helped. In some other businesses not such an immediate response may be required, but day to day administrative duties shouldn’t take priority over a client’s needs. If you have absolute deadlines to make on reports, projects, etc then it’s your responsibility to make provisions. Work with co-workers to attend clients while you take care of deadlines or speaking with your supervisor to devise a strategy that works. This is where your time management skills come in handy in avoiding this dilemma.

When it comes to client prioritization, it is very important that you are making the best choices for yourself. Depending on your workload and what it is that is needed from the client, you can always set time in your schedule to accommodate their needs. Being able to do this will be essential for you and the client. This will keep your workload from being stressful.

The client is the one who pays your employer, and your employer is able to hire talent and pay you. Without clients, there is no profit, therefore no work and layoffs are nearly guaranteed. Therefore, as cliche as it is, the client always comes first!

I believe in having strong and effective communication skills when it comes to handling customers and administrative work at the same time. I tend to offer full support and help to my clients first and I believe while doing that, if it would take up more time from attending to administrative tasks, I have to communicate to my respective coworkers that might need urgency in completing a task. It reduces pressure on my side and maximizes my output.

Acredito que uma Comunicação Eficiente e Eficaz necessita de: Clareza: Transmitir a mensagem de forma direta e compreensível. Objetividade: Focar no essencial, evitando informações desnecessárias. Escuta Ativa: Ouvir atentamente para promover um diálogo produtivo. Empatia: Considerar o ponto de vista do receptor para facilitar a compreensão. Feedback: Solicitar e oferecer feedback para garantir o entendimento. Adequação ao Público: Adaptar a comunicação ao perfil do receptor. Pontualidade: Comunicar-se no momento certo, sem atrasos. Coerência: Alinhar palavras e ações para reforçar a credibilidade.

Algo importante é a comunicação clara e direta com cliente e funcionários isso possibilita um melhor atendimento e evita quaisquer transtornos com as partes envolvidas.

Self care should be a forethought, rather than an afterthought. By making your care a priority you fill up the tank that allows you to give thoughtful consideration to both client assistance and administrative tasks. Start each day with at minimum an hour to care for yourself. Whether that be through exercise, mental enrichment such as reading a book, listening to a sermon or motivational/educational podcast, meditation, etc. There are many ways to provide self care! Some might say an hour seems like a lot, but it pales in comparison to the time you spend devoted to helping others and attending to your job duties. If you can't find an hour, start with 30 minutes and work your way up. Remember, your needs are important too!