{"id":5967,"date":"2017-09-05T07:47:01","date_gmt":"2017-09-05T07:47:01","guid":{"rendered":"https:\/\/staging-mondaycomblog.kinsta.cloud\/?p=5967"},"modified":"2024-10-27T11:24:31","modified_gmt":"2024-10-27T11:24:31","slug":"client-management-template","status":"publish","type":"post","link":"https:\/\/monday.com\/blog\/product\/client-management-template\/","title":{"rendered":"This client management template will make your life way easier"},"content":{"rendered":"

Are you on the hunt for a client management template? We understand. Anyone who\u2019s ever worked with clients knows how challenging (and at times, infuriating) client management\u00a0can be.<\/p>\n

Whether you\u2019re a marketing consultant, accountant, or photographer, chances are very few people understand what your real work actually<\/i> entails. You have processes. Certain tasks are surprisingly time-consuming. There\u2019s a lot that goes on behind the scenes.<\/p>\n

Get started with monday.com<\/a><\/p>\n

This is the crux of why client management is difficult:<\/p>\n

Your clients don\u2019t understand the complexity and scope of your work. <\/b><\/p>\n

That\u2019s why they\u2019re not satisfied. They change their requests halfway through the project. They have unreasonable expectations about deadlines<\/a>. They ask you to change something, and they want it to happen now.<\/i><\/p>\n

What\u2019s the solution? Sure, it\u2019s easy enough to suggest obvious fixes like \u201cimprove communication\u201d and \u201cdocument everything.\u201d But it\u2019s not that simple, is it? The real challenge is how.<\/i> Traditional means of communication via email<\/a>, phone call, and text message is actually really hard and time-consuming. These tools fail to help; in many cases, they just create more work.<\/p>\n

That\u2019s why we created this client management template. We experienced all the pain of the usual Client Management Software<\/a>, and knew there had to be be a better way to set expectations<\/b> and share real-time progress<\/b> with your clients.<\/p>\n

With monday.com, you can finally work with your clients in a way that builds trust, freeing you to do better and faster work. It\u2019s pretty simple: just invite your clients as guests to a shareable board (depending on your plan, you can have an unlimited number of guests.) There you can map out your process in a clear and visual way.<\/p>\n

We created a client management template for you to try below. It\u2019s built off the processes of some of the most successful teams and agencies around the world, but it\u2019s fully customizable so you can change it however you\u2019d like.<\/p>\n

\"client<\/p>\n

Use a template!<\/a><\/p>\n

Share a clear and defined roadmap with your clients<\/b><\/h2>\n

With this client management template, you can clearly outline the steps of your client\u2019s project for everyone to see. Add a due date column to make it clear exactly what is going to happen when. Chances are you repeat more or less the same process with every client, so for you, these steps are obvious and maybe even self-explanatory. But for your clients, the information is illuminating. They gain insight into your workflow<\/a> and finally <\/i>understand why a certain step takes as long as it does.<\/p>\n

When you share a clear plan of high-level tasks, your client doesn\u2019t have to ask you what\u2019s next or call you to add another task every time one is completed. You instill confidence that you\u2019re on top of everything and know how to get things done. Best of all, you set expectations clearly from the start and reduce painful communication down the road.<\/p>\n

Communicate your progress <\/b>without having to call or email<\/i><\/b> (!)<\/b><\/h2>\n

Once you complete a certain step or are ready for your client\u2019s approval, just @mention them in monday.com. They\u2019ll automatically get notified via email or mobile notification (or both) and can look at the board either on their computer or their phone to see your update. Most importantly, they\u2019ll see how it fits into the greater context of the project as a whole. You can see if they\u2019ve seen your update, eliminating the guesswork of, \u201cHave they read my email yet?\u201d<\/p>\n

In return, your clients can update statuses themselves, write comments, and let you know exactly what they think\u2014again, without having to call or email you<\/i>. It\u2019s a fast and efficient way to communicate about where things stand and gives them a sense of control.<\/p>\n

Use a template!<\/a><\/p>\n

Centralize all files and communication in one place<\/b><\/h2>\n

Both you and your clients can upload files straight from your computer, Dropbox, or Google drive. monday.com keeps all of your work and conversations in one searchable, easy-to-find place. Compare that to email, where files and ideas quickly get lost in endless threads.<\/p>\n

If and when you change plans, both your client and everyone else on your team is immediately in the loop. No need to play the metaphorical (or literal) game of telephone\u2014all the information is there, for everyone to see.<\/p>\n

This is the essence of transparency<\/a>, which we believes always gets the best results. You reduce energy in managing the relationship and are actually able to focus on doing the work.<\/p>\n

We believe that client management doesn\u2019t need to be painful. It\u2019s a simple as building trust by communicating your progress and timeline clearly. But you need the right tools in order to do that. With monday.com, you can get your clients addicted to seeing tasks turn green.<\/p>\n

Get started<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

There’s a better way to set expectations, share progress, and build trust.<\/p>\n","protected":false},"author":7,"featured_media":5970,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_yoast_wpseo_title":"The Client Management Template That Will Make Your Life Easier","_yoast_wpseo_metadesc":"Need better tools to simplify and support your client management? 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