Have HAPPY + PROFITABLE freelance clients

You've got clients, duh. But do you have a system for ensuring those clients are happy, and the account is profitable? ⬇️

Account management is one of the most undervalued aspects of being a freelancer. Most people can get clients, but it's what happens after that that REALLY counts.

In this video, I'm going over the 4 areas you NEED to systemize in your account management process to keep them happy, be more productive, AND ensure your business stays profitable.

This is PART 2 of the 4-part series: 4 ClickUp *must-have's* for organizing client work.
PART 1: https://youtu.be/o971PA5ipII?si=jGrGy9qysLYlOq4V
PART 3: https://youtu.be/whkD-e4Y7eU?si=31yWS62JgoGE934o
PART 4: https://youtu.be/RHPb7tu8XWo?si=2wvGyMVmNOFvblUO

00:00 why it's helpful to systemize account management
00:15 #1 the Account Management List
00:33 the 1st way to use this list: recurring client touch points
01:05 the 2nd reason to use the list: capture time + manage scope
02:18 #2 the Client Notebook
03:21 #3 the Scope Management Dashboard
04:00 tracking time on tasks that are usually not tracked
04:18 how to use the dashboard to dig into each client
05:50 the newsletter JUST for marketing freelancers 🥳
06:07 #4 the Strategy & Planning List
07:22 the 3 key benefits to using this system

If you haven't jumped on the ClickUp bandwagon, what are you waiting for?? A tool this incredible won't stay this cheap for long (only $7 USD/month)!
🔗 https://clickup.pxf.io/c/4669743/1416724/16855

Don't wait around for a YouTube notification. 😴 I'm dishing out even more SPECIFIC and USEFUL tips for marketing freelancers right to your inbox!
🔗 https://www.robynhenke.com/unapologetically-organized/

#clickup #freelance #freelancer #freelancertips #freelancingtips #solopreneur #consultant #getorganized

Видео Have HAPPY + PROFITABLE freelance clients канала I'm Robyn Henke 👋