How can you effectively track your progress with multiple clients?

The important part is having a template that you can send to your client upfront. This questionnaire template should have space for them to insert their business plan, the outcome they are seeking and the objectives they ewe as being necessary to make goal. Scrutinise the template and ask them to narrow the objectives to just five out of those sent through and ask them to explain why they are non negotiable. Then make a 15 min appointment to meet face to face to drive into each mind that we are working with humans. This will be a listen and ask session, a mini interview without the intimidation. Agree to a follow up manner of communication and a safe date to provide feedback/assessment. SMART and then check.

Including your client in the entire process with templates and agreements is critical. The client must also share ownership of the project, as they will ultimately need to continue the outlined and agreed plan after it has been completed. The client must own the plan for its longtime success.

Car management systems are great as you can track everything and add notes. You can track start and end times on that work. Schedule and remind of appointments. At the end of this system you have all the information required for billing your client.

Agreed, and standardising the information you record so you can compare over time. Even if you subsequently need to capture other data it pays to build a body of ongoing information that tells a story.

"if it's not on black and white then it is not done!" This was the phrase driven home by my first boss. If you don't have it on writing it never happened. This meant even having a telephone call memo pad so you can record the conversation time , date, topic(s) and feedback. Everything needs to be noted because the brain is a fickle thing

Some practices I’ve found useful have been immediate documentation and case notes after client sessions, as well as the use of AI assistants to summarize meeting transcripts, with clients’ informed consent and when appropriate. Anonymous surveys and feedback forms have also been valuable in continuously improving my work while managing a heavy caseload.

A check in is important. Even if it's just a short banter. When you don't check in regularly the person can easily stay to feel neglected or that their project is not a priority. There is even apps/sites that can help manage all that for you so you don't forget

Effective communication starts with active listening. We must clearly understand what is being said and what is not being said. Often times the true message is buried beneath the formalities and pleasantries in communication. When following up with a client or teammate, bring value to the client or teammate. Don’t just “touch base” without bringing purposeful feedback or questions.

It’s impossible to “manage time”. Time with continue ticking away with or without you. All you can do is use the time you have to the greatest level of productivity possible at any one time. Prioritize and deprioritize as you progress through your day. Hold others accountable as you delegate with clear vision and expectations.