Managing numerous client accounts smoothly is a balancing act that demands both strategy and structure. Here’s how to keep those important details in check:
- Utilize a reliable Customer Relationship Management (CRM) system to store all client information and interactions.
- Set up regular review meetings to ensure nothing slips through the cracks and all team members are on the same page.
- Create detailed checklists for each account to systematically address all necessary tasks and updates.
How do you manage to keep track of details across different client accounts? Share your strategies.