4d • 🛠️ dev-help
Client Organization
What’s your complete workflow for managing clients from onboarding and communication to project tracking, billing, and support?
I’m looking for ideas on keeping everything centralized, like a dashboard for all of my soon to be clients.
I am currently doing some Ai automation at the company I work at. As I look for additional clients I want to make sure they’re all organized and easy to track.
Here are a couple I’ve considered:
go-High-level
Airtable
I’ve also considered creating my own. I’d be interested in any suggestions. Thanks!
31
6 comments
Client Organization
skool.com/learn-ai
Learn and become genuinely proficient in AI to get paid for it. From the creators of the AI Automation Agency model.
Leaderboard (30-day)
1
+397
2
+368
3
+357
4
+267
5
+243
Powered by