Project Management for clients
Hi all—I've been struggling with client management and I dont know a lot of people here have been too. I spent some time working through it last week, and finally decided to start incorporating CRMs and AI. Here’s a simple way I solved it in case anyone is wondering: 1. Get a CRM (ClickUp, GHL, Monday.com, Notion). 2. Leverage no-code builders like Make.com or N8n to build automations that handle all the backend (staging, drafting and sending proposals to clients, messaging). This helped me a ton btw (working and running a business is not easy lol) 3. Monitor everything daily. Your automations will run autonomously but you still need to hold your end of the bargain(This is just to save you time whilst focusing on the things the make more money) Worrying about project management can be draining. If anything is unclear, let me know. Hope this helps someone 🙏