Client Management - Templates

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The first impression you want to give a new client is that you understand them. You should fully grasp their goals, take notes about their concerns and share your plan to get them from the start to the finish line.

Whether you’re a freelancer taking care of a client or an account manager working with a new signup, use this template to ensure you get all the important information down into a client’s file, set up a project plan for success, and follow up regularly to keep them up to date on how things are going.

Tip: Attach important files and links to any task so you can find them easily when communicating with your client.

Neil

Product Marketing at Todoist

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Accounting Tasks

Create a system to keep your books, receipts, and invoices organized.

Lista
Business Travel Packing

Never forget your laptop charger, lucky shoes, or passport again.

Lista
Deep Work

Practice prioritizing focus and eliminating distraction with this template.

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