Over the past three years I’ve used a number of different organisational tools both online and printed to best organise my time to my client’s advantage. Basecamp, Google Docs, Client Spot, Central Desktop and more. While each of these software packages made communicating with my team easier, it still made seeing the bigger picture difficult for me and that’s when I realised I needed to once again, change my systems. I’m a very visual person and what I was using just wasn’t cutting it or the Aussie dollar made it too expensive for my budget.
Three years ago I started with my humble notebook but then again, I only had 1 – 2 clients at the time. Task management and tracking was easy and there was no chance of anything falling through ‘the cracks’.
These days I have anywhere from 9 to 15 clients who all regularly use our services and I am yet to find a software package that fits all my needs. There have been a few that were very close but in the end they all lacked that certain something that made it perfect.
Currently I’m using a spreadsheet with a sheet for each client. My current system is far from perfect but I’m interested in hearing how others manage their client tasks and projects? Do you give your clients access and if so do they use it? Do you just use Outlook to manage everything?
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I’m still working on this. At the moment, I’ve found that having a list of the Must Do’s for the day, and making sure I keep on track doing one thing at a time means I’m most productive.