- Posted by Lisa Jansen van Vuuren
- On May 3, 2019
- 0 Comments
Every client needs to be treated like gold; that’s a given. But it’s easier said than done. It’s not always smooth-sailing when it comes to supporting every client effectively, especially if you’re a digital marketer that has multiple clients.
As many of you may have experienced, a digital marketer can have anything between 5 – 8 clients that they need to manage simultaneously.
So, how do you make it work? How do you personally manage all your unique clients efficiently?
We believe it all comes down to the tools you use. So, let’s look at the top 5 tools available for managing multiple clients.
Keep track of tasks and manage projects with this easy to use project management tool. Whether you are using it to create projects for yourself or to collaborate with a team, Trello is a great tool to implement for any project type.
Visually appealing and easy to navigate for both creatives and admin junkies alike, you can view all project items on one page across your screen. Save time and easily move tasks around under different lists by simply dragging them around.
By setting due dates, Trello will keep you on track and warn you as you near the deadline by colouring your tasks according to importance – you will want to keep clear of any red tasks, pushing you to meet your deadlines.
This app works great across all platforms, both desktop and mobile, and the best part is: It’s free!
As one of the oldest project management tools around, Basecamp is a well-oiled machine with a long list of benefits.
Offering flawless integration, you can save time on projects by syncing Basecamp with your calendar (Google, iCal or Outlook), and keep all programs up to date. With built-in scheduling, you can organize meetings and track events all in one app.
You can even use Basecamp to communicate with clients and keep all information underneath one project, either by commenting on specific tasks or using the built-in chat function for quick messaging. Use it to store all your documents and files, keeping everything neatly together to easily track what is happening.
By sharing a project with your client, they can also see where the project is at, eliminating constant back and forth, and streamlining your lines of communication.
If you enjoy ticking things off lists, then this is the tool for you. Create your to-do list and get the satisfaction of marking off completed tasks as a project progresses.
If you find you are spending far too long on certain projects, or perhaps not charging enough, then track your time with Harvest. Allocate a total time for each client or project, and you will be notified by email when you are nearing your limit.
You can view your total time for each day and week, giving you a good overview of how much time you have spent. That way you can manage your time effectively and make sure you are on track.
Not only is Harvest good for tracking time, but it also allows you to set budgets, and can be used for invoicing. It integrates with PayPal for quick online payments and can be set up to send automatic reminders for clients to pay.
Free for single use with up to 2 clients, Harvest is affordable and offers great packages for freelancers and small businesses alike.
One of the most time-saving tools in the digital marketing industry, Hootsuite is a social media scheduling tool. It allows you to manage multiple social media accounts for different clients across different platforms, all in one place.
Hootsuite offers a very clear weekly overview of what is scheduled, what time it will be posted, which platform it will be on, and which client it is for. Instead of going into each platform you can schedule everything in one place. Scheduling in advance saves you heaps of time and less worry as you know you are set for the week or month ahead.
If you are also doing community management and proactive engagement, then this platform will make your life far easier. View all customer queries in one place without having to check multiple social media sites.
Not only is it great for project management and time-saving, but Hootsuite also offers weekly analytic reports, so you can track whether you are meeting your objectives for each client.
This Instagram scheduling platform is a very simplistic, minimalistic and easy to use tool. The way Grum is set up is a visualization of what your Instagram page looks like, so you can see exactly how well your posts work together and ensure you have a clear message and look and feel across posts.
Save time and schedule your Instagram posts for multiple clients in advance, directly from your desktop. Not only are scheduled posts visible, but you can also view live posts on your timeline as if viewing them from your phone.
The great thing about this tool is that you are even able to schedule the first comment – for all those ugly hashtags you need but don’t want everyone else to see. #winningv
Teamwork makes the dream work – cliché or fact?
While all these project management tools are great to keep track of your progress, working within a team of digital marketing experts will also make your life far easier. When you are feeling overwhelmed or need some extra help, having people around who you can delegate tasks to makes the world of difference.
All of these tools and platforms are constantly changing, so surrounding yourself with other digital marketers and creating an open community to ask for help is important.
Share your knowledge, and ask questions to upskill yourself, and manage your time more effectively in a safe space with likeminded individuals.
Are looking to join a team of digital marketing experts who work hard, get great results, laugh a lot, and have as much fun in the office as possible? Give us a shout.