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The ClientManager Blog
Expert insights and advice for freelancers & agencies to help run your business.
What Really Keeps Clients Happy?
Introduction Let’s be honest—retaining clients is both a science and an art. While delivering results matters, client satisfaction...
Kyle Prinsloo
Apr 163 min read
Mastering Client Retention: Proven Strategies for Success
Introduction Feeling like clients are slipping through the cracks? You’re not alone. Retaining clients is far more cost-effective than...
Kyle Prinsloo
Mar 282 min read
How to Collect and Organize Client Data Securely
Introduction Client data is at the heart of every service-based business—but how you collect and organize it can make or break client...
Kyle Prinsloo
Mar 213 min read
How to Customize CRM for Maximum Efficiency
Introduction A well-optimized CRM system is the backbone of an efficient client management process. It helps businesses organize data,...
Kyle Prinsloo
Mar 143 min read
How to Improve Client Retention with CRM Software
Introduction Client retention is the backbone of a sustainable business. Acquiring new clients is important, but retaining existing ones...
Kyle Prinsloo
Mar 73 min read
How to Handle Late Client Payments
Getting paid on time is crucial for keeping your business running smoothly and maintaining healthy cash flow. Yet, late client payments...
Kyle Prinsloo
Feb 285 min read
Top Client Reporting Tools for Agencies
Delivering clear and actionable reports to your clients is essential for showcasing results, maintaining transparency, and strengthening...
Kyle Prinsloo
Feb 274 min read
Best Email Templates for Client Communication
Crafting the perfect email can save you time, set the right tone, and ensure clear communication with your clients. Whether you’re...
Kyle Prinsloo
Feb 264 min read
Best Practices for Client Data Security
Protecting client data is crucial for any service-based business. Whether you’re handling personal details, payment information, or...
Kyle Prinsloo
Feb 255 min read
Best CRM Software for Service-Based Businesses
Running a service-based business isn’t just about delivering great work—it also means keeping track of your clients, staying on top of...
Kyle Prinsloo
Feb 245 min read
Best Apps for Scheduling Client Meetings
Scheduling client meetings can be a daunting task for freelancers and small business owners. Coordinating meeting times, handling...
Kyle Prinsloo
Feb 216 min read
How to Manage Multiple Clients Efficiently
Coordinating projects, responding to inquiries, and juggling deadlines all at once can drain your energy and shift your focus away from...
Kyle Prinsloo
Feb 206 min read
How to Upsell Clients the Right Way
Upselling clients can be a delicate process for freelancers and small business owners. On one hand, you want to increase your revenue and...
Kyle Prinsloo
Feb 195 min read
Best Tools for Tracking Client Feedback
Tracking client feedback can be a challenge for freelancers and small business owners. On one hand, gathering feedback is crucial for...
Kyle Prinsloo
Feb 185 min read
How to Build Stronger Client Relationships
Clients are far more than just sources of revenue—they’re the backbone of your business growth and reputation. Strong relationships not...
Kyle Prinsloo
Feb 175 min read
How to Simplify Client Invoicing
Managing invoices can be a daunting task for freelancers and small business owners. Sending invoices, tracking payments, and following...
Kyle Prinsloo
Feb 145 min read
Best CRM Features for Freelancers
Freelancers often juggle multiple clients, deadlines, and projects simultaneously. Keeping track of communications, tasks, and invoices ...
Kyle Prinsloo
Feb 134 min read
Client Onboarding Mistakes to Avoid
Client onboarding is a crucial process that sets the tone for your entire business relationship. A smooth onboarding experience builds...
Kyle Prinsloo
Feb 125 min read
How to Automate Client Follow-Ups
Your client relationships are the foundation of your business. But keeping up with follow-ups manually can be overwhelming and...
Kyle Prinsloo
Feb 114 min read
Best CRM Tools for Client Retention
Your business likely depends on various tools—email, scheduling software, invoicing platforms, and project management systems—to manage...
Kyle Prinsloo
Feb 105 min read
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