Client Management (9)

Ditch the Timesheet

I used to lose hours trying to fill out timesheets. Then I found a better system. Here’s what I do now: Toggle Track: Simple timer with tags for clients/projects. Notion: Quick weekly breakdown of what got done. Auto-Reminders: I use a recurring task to review…

Set Boundaries With Tools

Saying “no” is a skill—and tools can help you say it without friction. Here are 3 that reinforce boundaries and buy back your time: Calendly: Clients book only in your available slots—no back-and-forth. Email Templates: Keep responses firm but kind. Save time, avoid rewrites. Client…

Script Bank for Freelancers

Freelancers wear a lot of hats—but communication is the one that gets ignored most. I’ve built a Notion doc with go-to client scripts that save me stress (and protect relationships). Late Payment Reminder: “Hi [Client], just checking in on the invoice from [date]. Let me…

Tools for Client Feedback

Tired of vague emails like “Can you make it pop?” These tools help you collect client feedback that’s actually helpful—and easy to act on. Loom – Video Feedback Made Simple Clients explain what they mean, not just what they type. Markup.io – Comment on Live…

Tools for Client Onboarding

First impressions matter. A smooth onboarding process makes clients feel confident and cared for—without eating up your time. These tools help you create repeatable, professional onboarding workflows: Notion – Build a Client Welcome Hub Share timelines, deliverables, FAQs, and files in one clean page. Tally…