Client Management Best Practices

Build strong client relationships with good data management.

Client Information to Track

Essential

• Company name
• Contact person
• Email address
• Phone number
• Address

Helpful

• Website
• Industry
• Company size
• Timezone
• Preferred contact method

Notes

Use the notes field for:

• Communication preferences
• Project history
• Special requirements
• Personal details (birthdays, interests)
• Payment history notes

Client Organization

Tags (PRO)

Tag clients by:

• Industry (tech, retail, healthcare)
• Size (small, medium, large)
• Status (active, inactive, lead)
• Priority (high, medium, low)

Favorites

Star important clients for quick access.

Regular Reviews

Monthly, review each client:

• Outstanding invoices
• Active projects
• Last contact date
• Satisfaction level

Communication Log

Keep notes of all client interactions:

• Meeting dates
• Key decisions
• Action items
• Follow-ups needed