Project Management

All client communication in one place

Attracting and retaining new clients is the lifeblood of any digital agency, so it’s always important to be prepared to impress.

When a prospect is sizing up your agency as an option, it’s almost like dating. Both sides are trying to find out more about each other and to determine whether or not they’ll be compatible.

Templates are canned messages, organized by category that can be used to communicate more quickly with clients.

Analytics are open analytics on email messages sent to clients. Each message sent to a client will have stats on who opened the message, when and how many times they opened it.

Dear loyal ClientFlow Users and Fans,

Today, I’m excited to announce that ClientFlow has been acquired by Simple Focus, a very talented team who has a track record of building and growing great products! This means that ClientFlow will live on and continue to grow for our awesome users and to deliver on the promise of making client management easier while simultaneously building an excellent experience for our users’ clients. Fear not if you’re a user: ClientFlow is still here to serve you!

As an agency owner, this will happen to you at some point. The need for a Difficult Conversation.

It could be that “we have to talk” which you send to a team member, dealing with a difficult client or simply having to tell any client, supplier or team member something which they won’t want to hear.

What was it like when you first opened your agency for business?

Did you have an immediate flow of perfect clients, or were you hustling hard, just trying to get new business in the door?

For most businesses, there is no “easy” mode when starting out. You find yourself working hard to bring in business and to set up the kinds of client pipelines that keep it coming in.

You’re always striving to provide great customer experiences, right? If you don’t, there is sufficient competition out there that your agency is not likely to survive for very long.

We all know that we should be client-centric in our dealings if we want to establish good relationships and deliver true value in the eyes of the client. Part of that is understanding the common problems or small annoyances clients have with agencies.

We’d all like simple yet effective ways to grow our customer base, especially if we can attract quality clients on autopilot. One technique which can lead to some of the best business for your agency is to develop a referral strategy.

Most of us have dealt with The Difficult Client. The one who expects your attention at all hours of the day or is never happy, or often abrasive to deal with.

You’ve probably got your own definition of what “difficult” means in your agency – perhaps it simply comes down to those clients who hold projects up indefinitely by not being timely with feedback.

Remote teams are increasingly becoming the norm, especially among digital agencies who manage everything they do online.

There are some scenarios that every digital agency universally hates when it comes to attracting or retaining clients:

Bringing on too many clients who are not a good fit for your organization.
Losing clients who you really want to be working with.

How well do you present yourself to clients? Common presentation pitfalls and how to avoid them...

Easily track your tasks and manage your projects with ClientFlow’s project management tool. Signup for a FREE trial today.

Have you ever had that project that just doesn’t seem to reach a conclusion? That website still being built two years later, or a program that has been through so many minor feature changes, you’ve lost track.

Project planning and organizing task made easy with ClientFlow’s task and project management tool for IT teams. Request a free demo today.

What is “client-centric” project management? Get the low-down on how it could be beneficial to your business.

Improve your work process and task planning with our project management tool specially designed for marketing teams. Signup for FREE trial today.

When should you drop a client? We’ve got a few situations you shouldn’t tolerate.

Our project management software specially designed for professional services companies to organize their team’s workflow and manage tasks effectively. Request a demo.

How does your agency prevent projects from becoming roadblocked? It’s often about procedures and standards.

Simply manage your web development projects and track project timing online with our task management tool. Start your free trial to know more about its features.

I want to discuss 5 ways you can improve your consulting business and really start separating yourself from other vendors.

As an expert, turn your knowledge of industry challenges into your next product idea without looking for it, via these 6 steps.

There's a difference between task and project management, and knowing which one you need is important to picking project management software

The lure of earning more money and having more free time leads many to look at solutions like SaaS, apps or other products they can sell on a monthly subscription basis. The temptation is obvious – an in-demand service with regular paying customers can dramatically reduce “feast or famine” periods experienced by most businesses, and requires less hands-on work from a freelancer or principal.