WorkmodeX Standards
What we expect from every team member. These standards are how your work is measured and how clients learn to trust you.
End-of-Day (EOD) Report
Send a short EOD report to your client every working day:
- ✅ What you completed today
- ⏳ What is in progress
- ⚠️ Any problems or delays
- ❓ Questions you need answered
- 📅 Your priorities for tomorrow
Response Times
| Message type | Aim to respond within |
|---|---|
| Urgent client message | As soon as possible |
| Standard client email | Same working day |
| Supplier follow-ups | Same working day |
| Internal / WorkmodeX messages | Within the working day |
KPIs We Look At
- Quotes sent on time
- Order accuracy (no avoidable errors)
- On-time delivery to in-hands date
- Response time to client messages
- Client feedback and satisfaction
- EOD reports sent every day
Escalation Rules
- Try to solve it yourself using the hub and your client notes
- Ask your client contact if it's about their business or preferences
- Escalate to your WorkmodeX manager if it's about safety, money, compliance, conflict or a missed deadline
- Never sit on a problem, escalate early, with the facts and possible options
Representing the Client's Business
- Use the client's email signature and name the business correctly
- Follow the client's tone, pricing and policies
- Keep client information confidential
- Be polite with suppliers, you are the client's face to them
- If you make a mistake, own it, fix it and tell the client quickly
Golden Rule
Be reliable, be clear, and never leave anyone waiting without an update.
Next up🛍️ Product Categories