Operating without a solid understanding of the why, how, who, and when of any project can lead to serious misalignment regarding client goals and results. You most definitely don’t want to get to the end of a project just for your client to turn around and tell you that you missed the mark and the process of getting there wasn’t what they had imagined.
Second, having a solid idea of planning a project may cost you more time and money upfront, but it will save you so much of both of those things in the long run. Keeping everyone on the same page and focused through task outlines and timelines prevents confusion and misinformation.
And lastly, managing your projects well reinforces your authority in your work. When a client starts working with you and sees everything laid out with clear objectives and timelines, they are significantly more trusting and typically give you more freedom to do the work because they feel informed.
Now that you know WHY project management for clients is such a big deal,
Knowing your customer is the key to the successful completion of a project. Your role as the expert is to put the work in to understand what your clients want and the most effective way of delivering the product or service that fits their needs.
Some ways you can apply this
Platforms like ClickUp were created to help you serve your clients well and make business easier, so let them.
Before you share all the juicy details and start working with a client, you should first consider these four things (listed originally in the post, How to Keep Your Client Onboarding Experience Simple):
It’s wild how seamless you can deliver projects to clients when you take the upfront time to lay it all out in your systems.
Don’t try and manage everything in your head.
When it comes to prioritizing tasks, you may feel overwhelmed, isolated, and straight-up annoyed when you want to move the needle in your day, but you have no idea where to start. Your clients feel that way too!
The best way for you both to gain clarity, direction, and progress is to lay it all out and follow these three steps:
But first, take a deep breath. We have got this, and it’s not as complicated as it sometimes feels.
What is crucial for you now may not be necessary by the time you check back in, so don’t be afraid to change the task expectations when you review your progress.
You want to start and continue focusing on what needs your client’s attention and what doesn’t.
One way of doing this is starting with what is called a brain dump of EVERYTHING you can think of.
Write down every single task that comes to mind in no order and with no level of importance.
Then, making three columns, Urgent, Important, and Misc.– This allows you to sort all of your chaotic thoughts into easy-to-manage smaller lists.
Now delegate the urgent tasks first, important tasks later, and the misc when time allows.
Don’t sell your soul and your client’s vision to your to-do list, but instead honor it as something that helps you serve your clients, your team, and yourself better.
You are losing trust, time, and money every time your clients are accidentally left on read, confused where to go next, or overwhelmed with all the places to check for information. Here are three places to start:
Separate Personal and Business
It is incredible if you love to chat with your clients outside of working with them, and honestly, I think this style of relationship-building is critical. But it is so important to communicate with them where certain information goes.
Obsessing over the recipe you just posted to your story = Instagram
Feedback on client homework = ClickUp/ Google Drive/ etc.
Coaching & strategizing conversations = Voxer/Slack
Communicate when you are available
Be clear and concise with tasks and information.
Throw out the “couldn’t this have been summarized in an email instead of a 45-minute meeting?” vibe.
It’s a 🔥DONE FOR YOU🔥 service dedicated to creating the essential structure needed to operate, scale, & grow your business sustainably inside your project management tool (ClickUp).
The Procedure & Process Management Plug & Play Foundation is everything you need to build, manage & maintain your companies Standard Operating Procedures (SOPs).
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