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With our community of partners, you can get expert advice and training so you can be up and running in no time!

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Project Management and Planning: A FREE Online Guide 


What online project management tools should you use? How do you stay on top of your time tracking? What makes a great project manager? Find out in your FREE Online Guide!

Great, so you’ve successfully onboarded your client and followed all our advice...you’re even almost the best of buddies. Well done. But now, before you do ANY work on the project, you need to establish the project parameters and use the right project management tools to help you stay on top of your work.

In Chapter 3, you’ll learn:

1 – What is project management all about?

Understand the difference between project management and general management. How can project management help your business? In addition, find out about different project management methodologies and their pros and cons.

2 – Defining the project scope

Learn why defining the project scope with the client is super important, why scope creep happens and get actionable tips on how to stop it!

3 – Using an online project management software

Find out some of the great benefits of online project tracking, how to choose a great project management software and actionable tips to get your team on board with your chosen online project management solution.

4 – Client collaboration

As your business grows, it’s harder to ensure consistency – across clients, across projects and across staff. That’s where a great client management software comes in.

5 – Time management strategies

Want real-time visibility of your projects, improved staff efficiency and greater business profitability? We talk to experts about their best time management tips!

6 – How to be a great project manager

Anyone can manage a project, but knowing the theory is very different from understanding its proper application, and successfully working with your team to achieve the project’s objectives. Find out what traits you need to develop to become an exceptional project manager. And what experts say about managing project management disasters. 


Packed with marketing knowledge and actionable advice, the first three chapters of our Ultimate Guide To Client Management are already up!

Read the full chapter for FREE here!

We’re featuring quotes from experts & thought leaders in our Ultimate Guide to Client Management. If you have significant experience in the area of client management, and would like to contribute to upcoming chapters, please email: mallika.goel@xero.com

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Mallika Goel
Mallika Goel is the communications manager at WorkflowMax, fresh from the agency world. She brings with her four years of experience working with some of New Zealand’s largest brands as well as more boutique ones. She thinks life’s too short to do one thing, so she keeps herself busy pursuing her many interests: an obsessive love of writing/blogging, fitness, travelling and design.

Mallika Goel