I use monday.com for tracking my clients all in one central place. With other tools I could not see my clients in one spot. It made it painful to know who was “drowning” and I often felt like I was letting things slip between the cracks as I gained more clients. That has all changed with monday.com.
I use status columns with deadlines to notify me of when to check in with a client, when to follow up, when to nag…I mean ask for that thing again I can also upload their session notes as documents to save right there in their pulse all in one spot. It helps to quickly see notes between sessions.
I’m working on automating a scheduling reminder to send them if they haven’t booked their next session by a certain date. I’ll need to manually update that date column (ahem integration opportunity, say WHAATT), but SO nice to have that going behind the scenes!
I literally feel like I’m now in the captain’s chair and it’s AMAZING.
In the future I totally can see how I can use integrations to take in consultation requests/new clients so I don’t have to enter that info in anymore.
Woo I love monday.com!