Imagine a full year of client projects. It sounds like a dream come true.
It is difficult to manage multiple clients simultaneously. It can be difficult to stay organized while managing multiple clients simultaneously, especially if you don’t have the resources.
You risk losing clients and tarnishing your business’ reputation if you don’t have a system for tracking tasks and projects. You could lose your time, money, and emotional stress.
It is possible, and that’s the good news. Here’s what we recommend.
1. Clear expectations should be set when you handle multiple client projects
When organizing multiple projects, it is important to set the right expectations for a new client. Trust and loyalty are important qualities that you want to build with your client. The fastest way to ruin that is to not meet the expectations you have set for them.
Asking your client or stakeholder simple questions will ensure that everyone is on the same page. You need to understand the business goals of your client, how they want you to work with them, and how flexible you are with their timelines.
2. Multiple projects can be organized by a client
It is easy to organize your client projects by creating a timeline. This will give you a complete overview of your daily, weekly and monthly workload. This allows you to organize and separate tasks, milestones and files from other client projects.
Portfolio view in TeamGantt allows you to organize client projects into folders, and track work as it progresses.
3. Clients can mark or tag files and projects.
It is not a good idea to send a project brief to the wrong client. This can be avoided by categorizing projects by client and attaching project files to the correct client project.
TeamGantt allows you to stay organized by tagging clients with their names and using different task colours for each client.
4. Keep track of the time spent on each client’s project
Time tracking is a great tool to track how much work was done on each client project.
Time tracking enables you to:
It is easier to predict turnaround times
More accurate billing for your clients
Identify inefficiencies or resource gaps
TeamGantt’s advanced features offer time tracking, which allows you to track time spent on client projects and accurately bill clients. You want to see how it works? Register now for a free trial to our advanced plan!
5. Your calendar should include client meetings, tasks, milestones, and other important dates.
Never keeping track of what is due to clients is a common cause of disaster. This can be prevented by scheduling client meetings, tasks, milestones, and other important events in your calendar. This ensures that nothing important is left behind.
TeamGantt allows you to sync all your projects to your favorite calendar app. This handy feature allows you to keep track of what’s due, and what’s coming up next.
6. Prioritize the next day’s tasks
A productivity tip that will help you stay organized is to set aside 15-30 minutes each day to plan the next day’s schedule. You can get direction by writing down all your next-day tasks.
TeamGantt allows you to pull a list of the next day’s tasks from your MyTasks Page. It’s then a matter setting priorities. We recommend that you schedule time to complete your most important tasks early in the morning and then focus on the lower-impact tasks later in day.
7. Learn to say no more client work
Is it possible to reject additional client work and lose opportunities? It is possible, but it can also mean that you and your team can focus your efforts and energy on producing the best work possible for your clients.
These questions will help you decide when to say no to a potential client.
Are there skills or expertise that the project requires?
Is the
