Struggling with client/project management · Web Agency Accelerator (FREE)

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Struggling with client/project management

Hi everyone — I've been struggling with project and/or client management recently and I know a lot of people here have been too.

I spent some time working through it last couple of weeks, and I believe I managed to solve most of it for under $30/mo:

1. Sign up to Make and get the starter plan(I believe it's something like $10.59)

2. Sign up to ClickUp and get the $19 plan, since it allows you to integrate automations within it

3. Then it's pretty much free for all on how creative you can get!

I managed to solve a lot of admin work through it - manually filling out the system, sending calendar links, following up with clients, managing at what stage each one, how much time I'm spending at each one and lots of other redundant tasks. Basically fully automated these processes. I'll post some screenshots of some of my workflows so you can get the idea!

You can ofc expand this however much you want with whatever tools you wish(like I did with Typeform & GPT).

So yeah, you can pretty much do anything your mind can put together with these tools. If anything is unclear, let me know, would be more than happy to assist.

Hope this helps you 🙏

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