How to organise your clients as a freelancer

A simple method so you never lose a quote or a follow-up.

Many freelancers keep contacts on their phone, quotes in their inbox and tasks in their head. It works until a client asks about something from three months ago.

Start with a single list

Bring your clients and prospects together in one place. With name, contact, what they need and next action, you are already most of the way there.

Define your stages

For example: new, quote sent, in progress, finished. Knowing where each person stands prevents things slipping.

Always note the next action

Every contact should have something pending with a date. Five minutes a day with the list is usually enough.

Automate what repeats

Once the system works by hand, connect your website form and add reminders. Not the other way round.

Shall I talk about your project?

Tell me what you need and I will send you a clear, fixed proposal.

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