Managing a client’s agenda

Whether you are an owner of a digital marketing agency or you are part of it, you will agree with us that it is quite challenging to have an entire overview of all your clients and the work you are doing for them in order. We unfortunately experienced it ourselves and if we have had the right tool to create an order and keep all current materials handy we would definitely have saved a lot of time, money and spare some gray hair.

At the time, we were actually a digital marketing agency and if we could have used the LogicalPlan app, we would have used it this way.

#1: Each one of our clients would be created as a Workspace. This is the first step towards creating a system in our work.

#2: The next step would be the creation of a project structure within each client’s Workspace which would consist of individual Task groups based on areas we are creating for the client. In practice that would mean creating complete client’s project structure using the Workspace overview, saving all the documents, inquiries, open and closed deals etc. here.

#3: Once the entire structure of the workspace is completed, then we would start creating subtasks based on our client’s needs. Those would be allocated to the right Task groups. This way you would easily and quickly gain an overview of the whole work for each individual client separately but yet in one app!

And now it’s only up to you and your needs.

Here are some tips how could you benefit from LogicalPlan and utilize visualization while working.

Tip #1:

The Workspace overview offers us predefined columns or the option to create our own ones. It happened to us previously that a client required a report regarding meeting the deadlines and the amount of time spent on a particular task. The client just wanted to be in the loop, we get it, but we spent hours creating these reports with all sorts of spreadsheets and tables and texts. How simple is it now? Extremely simple, as we just use a predefined column called “Workflow” now. Each color represents the state the particular task is in.

Each member of the team can mark the tasks they are working on and the status of the task as well. The Estimated time and Real-time columns are also available to set up with each task. Team members can fill in an estimated time in the beginning and note the actual real-time they are spending on completing the task as they go. This would create a solid base for the report our client requested within seconds, as it is only a matter of pressing the filter button to see data we need and export it through the CVS.

Firstly you save time, secondly, you put your client at ease and therefore you can focus on more important tasks.

Tip #2:

To keep the most important clients handy, mark their “Workspace” as “favorite” and those favorited workspaces will show up first in your control panel. You will be organized and always ready for your next steps.

Tip #3:

How would you like to communicate with your client through LogicalPlan without inviting him to be part of your team? Well, the “Guestfeature is very favorable and comes in handy! Do you need your client to sign a contract? Do you use emails to do this? Does it keep you busy when you try to find the right one in your inbox?

Create a task called “Final Contract”, add the document into the task and choose to add “Invite Guest”, type in your client’s email address and the job’s done. “Invite Guest” function enables you to invite your client into that one particular task. He will receive an automated email with a link that will take the guest directly into the task detail in LogicalPlan without any login requests.

Your client will be able to download the contract, sign and upload it back. You will just love this feature.

It allows you to work with anyone, anywhere, in real-time.

The most common practical problems addressed by this case study

  • Wasting time searching all communication with clients in many emails.
  • Having difficulties estimating the complexity of individual tasks for clients, without the aid of visual representation. Often companies do not have an accurate estimate to complete the ordered work. A wrong estimate may result in a penalty payment for a delayed deadline.
  • Many hours spent on creating reports for clients. During each order, the client wants to have control over adherence to the deadline and time spent on the work they pay. Gone are the days of creating reports for long hours using spreadsheets and text reports.

Try it with us today!

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