How To Juggle Multiple Clients Without Getting Overwhelmed

Rena McDaniel's web design and maintenance business grew fast. She had 47 ongoing Wordpress maintenance clients with no business systems or organization in place.

She knew she had to do something to organize her business quickly or the success she was suddenly experiencing wouldn't last and she'd lose clients.

Rena joined my course, Organize & Automate, so she could streamline her business in the best and fastest way possible. And guys, her results are incredible!

• She has freed up 10 hours every week.

• She’s way less stressed and much easier for her husband to be around.

• She’s producing a better level of design work

• Her clients LOVE her process.

Here’s what makes me even happier about her results: she was hesitant about joining my course. She’d taken lots of courses in the past and never finished them. Yet she finished Organize & Automate and it completely changed her business.

Watch the video below to learn more.

Interview Breakdown

00:32 - What made Rena realize she needed to organize her business.

01:15 - The amazing benefits she’s experienced.

01:38 - Managing 47 ongoing clients.

02:22 - Rena hesitated joining Organize & Automate because she has invested in courses before that she didn’t enjoy or didn’t finish.

04:05 - Organizing her business has freed up 2 hours a day.

06:27 - Rena was surprised how easy it was to organize her business.

08:08 - How Rena’s clients reacted to her new project process.

09:15 - Out of the 12 courses Rena has taken, this is the only one she has completed.

Think her results were awesome? It doesn’t stop there. Here’s what she said a week after our call…

Organize your online service-based business and you could also experience…

• 10 hours of your time back each week.

• Clients becoming referral machines.

• Double the income in half the hours.

[GASP] Can you really work less and profit more?

Yup. And I’ll show you how my students and I have done it in my masterclass, “10 Steps to Go from Overwhelmed to Organized”

In this free training, you’ll learn:

• The 10-step process that helped me stop stressing, work LESS hours but earn an additional $200k.

• 3 unexpected ways to grow your income without trying any new marketing strategies.

• How I helped a solopreneur double her income just by organizing her business.

• The top 3 mistakes you must avoid if you want to streamline your business FAST.

Register below to watch the masterclass instantly!

Want To Raise Your Web Design Rates? Do This First.

Today I want you to meet Cat, the designer behind Gatto Web Studio and one of my Organize & Automate course students!

Cat was ready to stop playing small and working on blog designs only. She was ready to design for businesses and brands, take on larger projects and charge more for them. She was ready to level the heck up.

But she was also worried about the extra work that comes with taking on larger projects.

She wanted it to feel simple, not complicated. She wanted to be able to take on more than one large project at a time and handle it smoothly and stress-free.

That’s why she joined Organize & Automate.

If you’re ready to charge more for your design services and start taking on larger projects, Cat’s story will help you.

Interview Breakdown

0:33 - Cat decided to up-level her business and raise her pricing.

01:12 - The challenges Cat faced before she organized her business.

03:07 - The moment Cat realized she should be stepping into a CEO role in her business, not handling emails and admin tasks for hours each day.

04:41 - Cat’s opinion of Organize & Automate.

05:36 - How long it took Cat to complete the course.

06:01 - Her favourite thing about the course.

06:27 - The one thing that surprised Cat about the course.

07:07 - Where Cat would be now if she hadn’t organized her design business.

08:17 - Why Cat never stuck to the business systems she’d implemented in the past.

09:20 - How organizing her business has transformed how she feels about herself and her work.

10:52 - Why Cat joined Organize & Automate even though she’d had bad experiences with online courses in the past.

Organize your entire web or graphic design business in just two weeks

• 2 hours spare each day.

• Clients are becoming referral machines.

• Double the income in half the hours.

[GASP] Can you really work less and profit more?

Yup. And I’ll show you how my students and I have done it in my masterclass, “10 Steps to Go from Overwhelmed to Organized”

In this free training, you’ll learn:

• The 10-step process that helped me stop stressing, work LESS hours but earn an additional $200k.

• 3 unexpected ways to grow your income without trying any new marketing strategies.

• How I helped a solopreneur double her income just by organizing her business.

• The top 3 mistakes you must avoid if you want to streamline your business FAST.

Register below to watch the masterclass instantly!

The ONLY 5 Free Tools You Need To Organize Your Business

In today's video, you're going to learn the only five free tools you need to organize your business.

There are a LOT of tools out there that you can choose from, and it can be a real time suck trying each of them to see what's a good fit for your business.

Instead, you can use this video to discover the best ones in just five minutes!

Watch the video below or continue reading to learn more. (The video below was originally recorded for freelance designers but it will benefit you no matter what industry you’re from - as long as it is a service-based online industry.)

And if you like this video, don’t forget to subscribe to my Youtube channel for more!

01. Wave Apps

The first business tool that I want to talk to you about is Wave Apps. Wave is a free bookkeeping and invoicing tool.

It's free and it's super easy to use, you can add your accountant, you can use it to document your personal bills and expenses as well as business expenses, you can download the Wave Receipts App to photograph and upload receipts on the go, and it can generate much-needed reports like your Profit & Loss report!

If you are a sole trader and you’re in your first few years of business, this is the perfect bookkeeping tool for you!

I used Wave for the first few years of my business (until I changed my business legal entity from “sole trader” to “limited company”, and switched to a premium accounting tool my bookkeeper recommended because it could manage payroll etc.)

I suggest you use Wave Apps and create a monthly bookkeeping day. So on the same day every month (i.e. your bookkeeping day), you will dedicate one or two hours to bookkeeping.

Simply open up Wave on that day, input all of your receipts for the month, and categorize all of your transactions for the month. Then you are done! This will help you avoid the crazy chaos that so many freelancers go through at tax season when they suddenly need to organize a year’s worth of receipts.

02. Calendly

Have you ever sent dozens of back and forth emails to a client, trying to agree on a date for a consultation? It takes so much time and energy just to find a day that works for you both.

The solution is to use an online scheduler like Calendly.

Here's how it works: you send your client a link to your Calendly calendar, and then the client just clicks the link. It shows them the dates and the times that you're available. They choose one, fill in their details, and then Calendly automatically imports that information to both of your calendars. It takes all of the hard work out of it for you completely!

The pros of Calendly? It is super simple for you and your clients to use, it integrates with your Google, Apple, Office 365 or Outlook calendar, it’s time intelligent (meaning it seamlessly detects the timezone of your invitee and converts your available meeting times to their timezone), and there's a free plan you can use if you only have one event type.

The con? If you need more than one event type, you’ll need to upgrade to a paid plan. (An event type is a category for your meeting. For example, I have an event type called 'Coaching Call' and one called 'Coffee Chat'.)

The other con is that you can't customize the email notifications your clients receive if you're on the free plan. It's not a big deal though because Calendly's readymade email notifications are just fine.

03. Hellosign

Stop sending clients contracts to print, sign, scan, and send back to you because that makes your clients jump through hoops to get booked in your schedule.

Hellosign let's you send contracts electronically. So, when a potential client wants to book a spot in your schedule, what you'll do is send them the contract from Hellosign. It will allow them to sign the contract right from their inbox so they don't have to print it! They can just click a couple of buttons and sign the contract electronically, then Hellosign sends you both the finalized copy.

The con of the free plan on Hellosign is that you can only send three documents per month. But for most of you reading this, that is enough.

(Tired of piecing together parts of free online contracts or creating your own, hoping it’ll protect you if and when the time comes? Invest in a real contract - a contract you can trust will protect you. I recommend The Contract Shop!*)

04. Asana

You guys know I talk about this tool all the time because I love it that much. Asana is a free project management tool that you can use with unlimited clients and up to 15 team members before you need to upgrade to a paid plan.

(I teach you the ins and outs of Asana inside my course, Organize & Automate.)

Now, in case any of you don't know, a project management tool is a secure space online where you can handle your entire project with the client. So you can communicate with the client, send feedback and files, assign tasks to yourself or the client, assign due dates, create calendars, and more!

The beauty of Asana is the task reminders. If you want to make sure your client remembers something (like their payment, for example), simply create a task in Asana, assign it to the client and give it a due date. When that date approaches, Asana will send an email reminder to your client!

Another pro? You can create recurring tasks that pop up on your calendar or your client’s calendar on a regular basis.

Honestly, I could go on about it for a long time because I like it that much. The cons are pretty much none that I can think of. That's why it is my favorite free project management tool.

If you want to learn the BEST way to convince your clients to use Asana with you instead of managing the project through back and forth email, sign up for my free masterclass below! I’ll teach you about Asana and more!

05. Gmail

Instead of using Apple Mail, Outlook or Yahoo for your business, I recommend Gmail. The reason I think that Gmail is better is because of the simple fact that it is easier to give team members access to Gmail than it is to Apple Mail. You may not have a team now, but if your business keeps growing, you will eventually have one, and you don't want to get to that point where you're suddenly hiring team members and you've got to also start using a different inbox tool because these team members can't work with the one that you're currently using.

Outlook, Yahoo and Apple Mail aren’t the most popular inboxes to use - so there’s a high chance your future virtual assistant won’t be able to use them with you.

But almost all VA’s can use Gmail.

Plus, there is the added benefit of joining Gsuite when you’re ready (it starts at £3.30 per month) so you can create a professional email address right from within Gmail. For example, instead of yourname@gmail.com, your email address can be hi@yourwebsite.com.

There are lots of great features to Gsuite. There's also Google Drive, which you can use to send files to your clients, and Google Calendar, which you can use to stay organized.

---

* All links with an * next to them are affiliate links. Don’t worry though, I’d never recommend something I don’t use and love!