Client management

Whether you're looking for a new challenge or need to understand who you're hiring to manage your accounts -you're in the right place. Key account

You've landed a new client you worked hard to convert. Congratulations—now what? Here's our 8-step client onboarding checklist to help you kick things off right.

We've seen a lot of questions about managing clients and keeping projects running smoothly both online in general, as well as in our Facebook group. Since you should be the one in control of the

Working as a full-time freelance graphic designer means much more than just making pretty visuals. Behind every beautiful final design lies a well-organised and efficient workflow, an essential component of working effectively with multiple clients at once. This is how I organise my files & folders within my client/project folders – perfect for managing multiple projects or clients at once. Tips & tricks on organisation as a freelance graphic designer.

Over a year ago, I wrote a post about bookkeeping and money management on the Rowan Made blog. And while some of what I shared is still relevant, my onboarding system ( including proposals, invoicing, and contracts ) has gone through a major overhaul. So! I thought I’d check in and update you all

Looking to manage multiple clients effectively? Head to the blog for 4 easy ways to better manage your client load and keep your business running smoothly!

Fahim Moledina is a results-oriented strategist that helps teams and executives thrive. He has a track record of building strong teams and has spent over fifteen years in senior management roles. He has mastered change management, difficult initiatives, and business changes. His impeccable experience in IT, finance, business analysis, software implementation, workforce planning, strategic planning, and directing teams allows him to execute projects on time and on a budget.

Clinical AI Club

Learn the definition of CRM, its benefits, and how to choose the right CRM software for your business. This article provides a comprehensive overview of CRM, including its history, different types of CRM software, and how to use CRM to improve your customer relationships.

Take a look inside my proven client onboarding process and the key components for onboarding a client as a service provider regardless of your industry that keeps you protected, keeps your client delighted, and keeps the back-and-forth email exchange to a minimum. Uh, yes, please!