How do you manage projects with your clients?
As I mentioned a few weeks ago, I’m a big fan of Notion and have recently moved all of my client projects into Notion so I can keep everything in one space. This is how I organize my own client tasks, as well as all of my business operations. I’ve used a ton of project management methods and tools for client projects, and honestly the best one is the one that is easiest for you and your client to use.
Often times, this ends up being Google Drive for clients who are new because that’s what they are familiar with. I’ve tried many times to train new clients on different systems but they often end up emailing me everything anyway out of frustration with the platform.
My suggestions would be GDrive if they are a new client or solopreneur, but if they are growing quickly and need to wrangle a team, it’s worth organizing the projects early into something like Notion, Basecamp, Asana… so tasks can be assigned accordingly. When you work with larger corporate clients, they often have their own software setup so you may need to adapt to using that. Since this can often mean that client projects can be in different drives and portals, I would suggest having a main dashboard somewhere for yourself to be able to manage your own timelines and pipeline, and give you a birds-eye view of your business at a glance.
Most importantly when it comes to clients, 𝗞𝗲𝗲𝗽 𝗶𝘁 𝘀𝗶𝗺𝗽𝗹𝗲 𝗶𝗳 𝘆𝗼𝘂 𝗲𝘅𝗽𝗲𝗰𝘁 𝗮 𝗵𝗶𝗴𝗵 𝗹𝗲𝘃𝗲𝗹 𝗼𝗳 𝗮𝗱𝗵𝗲𝗿𝗲𝗻𝗰𝗲!