#client-management

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Women in technology
fromBusiness Matters
4 days ago

Sarah Fowlkes: Leading with Purpose in the A/E Industry

Sarah Fowlkes built her career in the A/E industry through steady growth, adaptability, and a commitment to connecting people and improving processes.
Privacy technologies
fromMarTech
5 days ago

How Google's removal tools work for SEO and reputation management | MarTech

Google provides removal tools for search results that are often misunderstood and underused.
Growth hacking
fromInc
1 week ago

Most Founders Get Leadership Wrong. Here's What Actually Works

Strong leadership is essential for business growth and requires setting boundaries and persistence.
Careers
fromFast Company
1 month ago

How to juggle multiple clients as a solopreneur

Solopreneurs managing multiple clients should organize work into dedicated time blocks or 'slots' rather than tracking hours to accurately assess capacity and prevent overpromising.
#freelancing
Travel
fromElite Traveler
4 months ago

Confessions of an Anonymous Travel Agent

High-end travel agents must manage wealthy clients' demanding, deceptive special requests that create awkward, disruptive, and costly situations for hotels and staff.
Law
fromABA Journal
6 months ago

The business of successfully running an in-house department

Successful in-house legal leadership requires business-oriented management, fast decisive counsel, credibility, judgment, and strategic build-versus-buy hiring and external-firm selection.
fromArchitectural Digest
4 months ago

WATCH: Solving Design Firm Dilemmas with Brigette Romanek

In the world of design, even the best-laid plans don't always go according to plan. Dream projects will have their delays, and ideal clients will have their indecisive moments. Part of being a great designer is learning how to navigate the irksome-at-times process with grace. In this episode of the AD PRO Playbook, AD100 interior designer Brigette Romanek shares her solves for dealing with difficult clients, setting communication boundaries, and other design firm dilemmas.
Design
Business
fromInc
4 months ago

We Ran Our Agency on Handshake Deals for 11 Years

Set firm boundaries and formal contracts to define scope, prevent scope creep, and protect agency and employees.
Productivity
fromClickUp
6 months ago

Freelance Project Management: Stay Organized & Deliver On Time

Freelance project management requires organized systems, strong communication, and adaptability to manage multiple clients, deadlines, and deliverables without burning out.
fromCreative Bloq
7 months ago

10 pro tips for growing your creative business

There's more to business success than just knowing how to create or how to network. For the most part, successful businesses emerge as an outcome of a thoroughly planned and well-executed strategy (crucial to getting more clients). But when creatives set up a business, it's usually because they want to create, not because they want to be business people. Neglecting to get to grips with things like finances, taxes and client management can hugely affect your bottom line, and potentially your creativity.
Startup companies
#scheduling
Law
fromAbove the Law
7 months ago

How 8am LawPay Takes The Sting Out Of Legal Billing - Above the Law

LawPay simplifies law firm payments and accounting by enabling multiple payment methods, compliant trust/operating fund routing, automated invoicing, contact management, and firmwide financial reporting.
Law
fromAbove the Law
8 months ago

Clients Often Shouldn't Use Multiple Law Firms For One Matter - Above the Law

Using multiple law firms for a single legal matter can lead to inefficiencies and increased costs.
fromClickUp
8 months ago

Best Client Portal Examples for Agencies, SaaS & Freelancers

Client portals serve as a secure, self-service interface allowing clients to access information, documents, and communications about services or projects, functioning like a 24/7 digital front desk.
E-Commerce
E-Commerce
fromClickUp
8 months ago

Free Sales Proposal Templates to Close Deals Faster

Use structured sales proposal templates to save time and increase professionalism in client pitches.
Real estate
fromClickUp
8 months ago

15 Best AI Tools for Real Estate Agents in 2025 | ClickUp

AI tools help real estate agents save time on paperwork, enabling a focus on showings and negotiations.
fromClickUp
8 months ago

10 Best Notion CRM Templates to Manage Clients and Sales

Notion CRM templates simplify customer relationship management by integrating all tools into one customizable space, making it easier to track leads, manage follow-ups, and close deals.
Productivity
fromHubspot
8 months ago

5 best CRMs for investment banking businesses in 2025

Investment banks face rapid market changes and growing client demands, increasing regulatory demands, and the need to manage intricate client relationships that traditional spreadsheets and generic tools simply cannot handle effectively.
E-Commerce
fromHubspot
8 months ago

5 best CRMs for HR businesses in 2025

CRM systems are essential for HR firms to manage client relationships effectively. They provide specialized features that streamline communication and improve workflow efficiency.
Business
Law
fromHubspot
9 months ago

5 best CRMs for legal businesses in 2025

Effective client relationship management in legal practices is essential and traditionally inadequate.
fromEntrepreneur
9 months ago

Being 'Nice' Almost Cost Me My Business - Here's What I Do Differently Now | Entrepreneur

When nice replaces clarity, it becomes dangerous. Nice masks the truth in soft language. It dulls useful tension. It delays discomfort and multiplies damage.
Business
fromClickUp
9 months ago

12 Free Client List Templates for Tracking Contacts in 2025

Just having satisfied customers isn't good enough anymore. If you really want a booming business, you have to create raving fans.
Marketing tech
Mobile UX
fromClickUp
10 months ago

Free Client Onboarding Templates to Streamline New Client Experiences

Client onboarding templates streamline the onboarding process and prevent miscommunication.
They set clear expectations and keep both clients and teams organized throughout the onboarding journey.
fromClickUp
11 months ago

Free SEO Contract Templates for Professional Agreements

To help you skip the legal maze and focus on what you do best, we've pulled together a list of free SEO contract templates.
Marketing tech
Marketing tech
fromClickUp
1 year ago

10 Chili Piper Alternatives and Competitors in 2025 | ClickUp

Explore top competitors to Chili Piper for enhanced scheduling options in 2024.
Key features to consider include integrations, customization, pricing, and client management tools.
Agile
fromClickUp
11 months ago

10 Best Consultancy Software for Consultants in 2025 | ClickUp

Consultancy tools enhance productivity and help consultants manage multiple tasks effectively.
fromCurbed
11 months ago

How to Tell a Client Their Yoga Gazebo Just Got $10,000 More Expensive

Some of our clients are understanding the situation; some of them are just expecting us to eat the cost. It's very touchy.
NYC real estate
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