I switched from doing everything manually to using templates + AI for client onboarding (emails, questionnaires, etc.) and it literally cut my time in half. BUT… I noticed if I rely too much on AI, the tone gets a bit generic. Curious how are you guys balancing speed vs personalization? That’s where I’m still tweaking things.

Been using it for a few weeks now for client research and honestly curious how it stacks up against ChatGPT with browsing turned on they feel different but I can't fully articulate why yet. Perplexity pulls sources directly which I like because I can verify the information before passing anything to a client, whereas ChatGPT browsing feels a bit more like a black box sometimes. for things like competitor research, industry overviews, and quick fact-checking it's been solid. wondering if anyone else has built it into their regular workflow or if you tried it and went back to something else and if so why

If a task feels vague, don’t just ask “what do you mean?” Instead, send a proposed approach. Example:“Just to confirm, I’ll organize the inbox into 3 folders (urgent, follow-ups, low priority) and create templates for replies. Does that work?” Clients LOVE when you reduce their thinking load. This one habit alone helped me retain clients longer.

I've been sitting on a rough set of notes for a client onboarding process for weeks bullet points, random thoughts, half-finished sentences, all over the place. pasted the whole mess into Claude, told it to turn it into a step-by-step SOP with clear headings and action items, and it came back with something I could actually send to a client. took maybe 2 minutes. spent another 20 reviewing and tweaking and it was done. if you're someone who has all the knowledge in your head but struggles to get it out in a structured format this is the workflow. brain dump first, let Claude structure it, you refine. works every time

I've tried all three at this point and honestly still not sure which one to go with 😅 Trello feels too simple once projects get complex, Asana is clean but the free plan is pretty limited, and ClickUp has everything but it's so overwhelming to set up that I feel like I spend more time configuring it than actually using it. my clients are small business owners, not big teams, so I don't need anything enterprise-level just something reliable, easy to hand off, and ideally free or cheap. what are you guys actually using day to day and would you recommend it to a client who's not super tech savvy?