Client Management Tools

One thing that has really helped me over the years is finding the right client management tools. When I first started my business, I always thought I would do all of the things on my own. From sending invoices and contracts to writing emails, I always thought I never needed tools to help me along the way. I was so wrong! These tools have helped me  so much. 

From automating social media to automating contracts, it has helped me save so much time. Running a business means that my schedule is usually jam packed with meetings, chats and all the editing, so saving time is so helpful for me. Here are a few of my favorite tools!

Trello

Trello is one of my favorite ways to keep track of my to do list. I always use a paper planner as well but I love keeping track of projects and to do's in Trello. They have a phone application as well so you can update and track your progress on the go. You can share different boards with your team and create different boards for different categories. It's a great way to keep your team on track and in the know of what is going on. 

Tave

Client Management Tools

From automating emails to sending contracts, Tave is a lifesaver for me. Remembering to follow up with clients and checking in after sessions are completed is a great way to make more money down the road. Clients who love you will not only book with you again but will tell their friends about you. I use Tave for this but there are so many different programs that will help you in this area. From Dubsado to Honeybook, choose the management tool that fits your needs and your budget the best. It may take some time to get used to the new process of things but after you get into the flow of it, you will be saving so much time by automating things! 

Asana

Asana is great for working on projects! Whether you choose to create project management page with your teammates or if you want to plan a session with your client, it's great for working on collaboration projects. It cuts down on the back and forth in your inbox and will help you keep track of attachments, etc. 

Later

Later is my favorite tool to use when it comes to automating my Instagram account. You can schedule out months of content at a time which helps me in my day to day to schedule. I use to post every single day in the moment but it was interrupting my editing process and sometimes I would forget to post! 

There are so many different business tools out there! Use whatever works best for you and what will improve your productivity for your workflow.