Client Management Template for Marketing Professionals

Created by
Alexa Cuartin

When working with several clients, it’s surprisingly easy to start feeling like you are juggling 100 different projects at a time, with more tasks that you can bear. We get it, and we think we can help.

A critical aspect of client management is being able to know where every different project is at. It requires excellent organizational and prioritization skills to recognize and acknowledge what comes first and to be able to outline a clear route for your client’s projects.

Manage all your clients in one place

There are so many different things to do, and so many of them are time drainers. But, luckily, a tool like Instagantt can help you plan, organize and get some actual work done. So start by defining a start and finish date for each of your tasks. Visualize your projects through a series of tasks you need to accomplish, this will lead you to a path of clearer and faster work.

Instagantt: Client Management Template
Client Management Template

Divide and conquer

Create a section for each of your clients. This will help you separate them into groups and to easily differentiate the tasks you must tackle during the week for each of them. You can use different colors to identify each type of  tasks or to set apart highly critical tasks from not-so-critical (but still important) ones.

Communicate your progress

One of the most important things you must keep in mind when working with a client is that they don’t usually know what you’re working on. They might feel in the dark and so they worry you’re not paying enough attention, you’re not making enough efforts, or even that you won’t make the deadline on time. Building trust is paramount when it comes to working with a client.

Instagantt: Task Progress

So, keep them informed at all times and show real-time progress by sharing a snap of your project, thanks to Instagantt’s Export & Share options. Send an image, PDF, Excel file, or even a public snapshot of your work to share your progress (the good part? You can choose exactly what to send, so you won't need to worry about compromising your other different projects). Your clients will appreciate gaining a sense of control, all by being incorporated into their own project’s road map.

Instagantt: Export & Share Options
Instagantt's Export & Share Options

Managing your clients can be a simple matter. You just need the right tool for it. Here, we'll show you.

This is only one of the few things Instagantt can do. Would you like to see more?