Adding Tiers to you accounts if not already done so by company. 50/30/20 rule. 50% of your time should be focused on your Tier 1 or A Accounts. 30% on Tier 2 or B Accounts, 20% on Tier 3 or C Accounts. Regardless answer your phone and emails at all times on time. If you don’t care about your Tier 3/C Accounts they will communicate with your B and A. Everyone is just 9 degrees of separation. Everyone knows everyone.

Para gerenciar múltiplas contas de clientes de forma eficaz, comece priorizando tarefas com base na urgência e importancia. Use ferramentas de gerenciamento de projetos para organizar e acompanhar prazos, e defina lembretes para garantir que nenhuma tarefa seja esquecida. A comunica??o clara com os clientes é essencial; mantenha-os informados sobre o progresso e possíveis desafios. Considere a delega??o de tarefas, se possível, e n?o hesite em pedir ajuda quando necessário. Além disso, pratique técnicas de gerenciamento de tempo, como a técnica Pomodoro, para aumentar a produtividade e manter o foco.

Balancing multiple client accounts can be challenging, but here’s an effective, practical approach: prioritize clarity and communication. Start by categorizing tasks into urgent, high-impact, and routine. Use a shared dashboard to visualize timelines, deliverables, and deadlines. For conflicting priorities, proactively communicate with clients—most will appreciate transparency and collaboration on solutions. Delegate effectively within your team and automate repetitive tasks to free up mental bandwidth. Create a "priority swap" system where clients temporarily exchange deadlines or resources, fostering mutual understanding and partnership.

I personally have always found success in spreadsheets.. sorry to all the CRM experts out there lol. But that is what works for me and that’s what it’s all about. Gaining the large client list is the battle, while maintaining it is the real war and the only way to gain momentum in your profession is to constantly stay one step ahead. The better you know your clients and the situations, the more control you can have in the process and scheduling.