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The ClientManager Blog
Expert insights and advice for freelancers & agencies to help run your business.


Kyle Prinsloo
14 minutes ago4 min read
How to Integrate Client Management Software with Your Existing Tools
Your existing toolkit—email, calendars, invoicing software, project trackers—probably serves you well in certain areas, but managing...


Kyle Prinsloo
1 day ago6 min read
How to Use Client Segmentation to Tailor Your Services
Not all clients are the same. Some might be repeat buyers, while others are just getting started. Some might prioritize affordability,...


Kyle Prinsloo
2 days ago4 min read
How to Create a Seamless Client Experience Across Multiple Channels
Your clients interact with your business in more ways than ever before. From email and phone calls to social media, live chats, and even...


Kyle Prinsloo
3 days ago4 min read
How to Utilize Client Testimonials to Grow Your Business
Client testimonials can be one of the most effective ways to attract new clients and grow your business. By sharing the success stories...


Kyle Prinsloo
4 days ago4 min read
How to Set Boundaries with Clients Without Damaging Relationships
When you’re working with clients, it’s important to keep things professional and clear. Setting boundaries helps everyone understand what...


Kyle Prinsloo
Jan 314 min read
How to Develop a Client Referral Program Strategy That Works
A well-designed client referral program can be one of the most effective ways to attract new clients and grow your business. When happy...


Kyle Prinsloo
Jan 304 min read
How to Implement a Professional Client Offboarding Process
When the time comes to end a client relationship, how you handle it can leave a lasting impression. A thoughtful offboarding process not...


Kyle Prinsloo
Jan 294 min read
How to Create Effective Client Case Studies
Understanding how to showcase your client successes is essential for building trust and credibility. When done right, client case studies...


Kyle Prinsloo
Jan 284 min read
How to Manage Client Expectations During Project Delays
When unexpected delays occur, keeping your clients informed and reassured is critical. Managing client expectations during project...


Kyle Prinsloo
Jan 274 min read
How to Improve Client Relationships with Data Analytics
Building strong client relationships is important for business growth. In today's digital world, data analytics can provide valuable...


Kyle Prinsloo
Jan 244 min read
How to Train Your Team on Client Management Tools
Adopting a new client management tool can greatly improve efficiency, organization, and client satisfaction. However, the success of...


Kyle Prinsloo
Jan 234 min read
How to Measure Client Satisfaction Effectively
Understanding how satisfied your clients are with your services is essential for business growth. Satisfied clients are more likely to...


Kyle Prinsloo
Jan 223 min read
How to Scale Personalized Client Interactions
Building strong client relationships is key to long-term business success. But as your client base grows, maintaining personal...


Kyle Prinsloo
Jan 214 min read
How to Switch from Spreadsheets to Client Management Software
Many businesses start with spreadsheets to manage clients, but as they grow, spreadsheets become messy, inefficient, and difficult to...


Kyle Prinsloo
Jan 204 min read
How To Create a Streamlined Client Onboarding Process That Wows
A streamlined client onboarding process makes everything easier and ensures clients have a seamless experience from the start. It helps...


Kyle Prinsloo
Jan 174 min read
AI Agents Explained: A Simple Guide for Beginners
Artificial Intelligence (AI) is shaping the future of technology and transforming the way we live and work. Among its many advancements,...
Kyle Prinsloo
Jan 165 min read
Time-Saving Tools for Small Business Owners in 2025
Running a small business involves juggling multiple tasks, from managing operations to serving clients and growing the business. With...


Kyle Prinsloo
Jan 154 min read
Streamlining Invoice and Payment Processes with Management Tools
Managing invoices and payments is a critical aspect of running a business. However, manual processes can be time-consuming and prone to...


Kyle Prinsloo
Jan 145 min read
How to Handle Difficult Clients with Confidence
Managing clients is a significant part of freelancing or running a business, but not every client interaction is smooth. Difficult...


Kyle Prinsloo
Jan 134 min read
Why Every Freelancer Needs a Client Management System
Managing a freelancing career requires organization, efficiency, and adaptability. With multiple clients, deadlines, and tasks to...

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