Client Management
How an Automatic CRM Can Build Client Records From Email
A CRM only helps if it's current, and most aren't, because updating them by hand is a chore. Here's what it looks like when the record builds itself.
6 min read
Resources
Client Management
Practical writing on client management for businesses that run through email.
Client Management
How to Track Client Follow-Ups Without Maintaining Another Spreadsheet
The follow-up spreadsheet is a classic. It's also the thing you stop updating in week three. Here's a way to track follow-ups that maintains itself.
5 min read
Client ManagementOutline
CRM vs. Email-Based Client Management
A clear comparison of a traditional CRM and an email-based approach to client management, and which fits a business that runs through the inbox.
4 min read
Client ManagementOutline
How to Keep Client Requests From Falling Through the Cracks
Practical tactics for making sure every client request becomes tracked work, from triage habits to automatic extraction.
4 min read
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