The Ultimate Guide to Client Management

You’re a small business owner, doing what you love. But a few months into launching your business, you’re struggling to find and retain clients.

This guide offers tangible tips to help you generate the right leads, onboard your clients, create a great relationships, get paid faster and build an irresistible loyalty programme. Written with practical insight, wisdom and the occasional glimmer of humour we hope you find it useful.

To your business success, The WorkflowMax team.

Chapter 1:

Finding Clients & Lead Generation

Learn how to find new clients and keep them rolling in here!


Chapter 2:

The Client Onboarding Process

A lot of businesses don’t think about client onboarding strategically – or at all. But this defined customer onboarding strategy will give your business a framework to follow.


Chapter 3:

Project Management and Planning

You’ve successfully onboarded your client but before you do any work, you need to establish the project scope, and use the right project management tools. READ MORE.


Chapter 4:

Client Relationship Management

Your job isn’t done when the sale is made - it’s only just beginning. For long-term business success you need positive client retention rates, brand loyalty and customers who sing your praises from the rooftops.


Chapter 5:

Invoicing & Getting Paid Faster

Want to get paid faster by your clients? Invoicing is one of the most crucial components of running a small business, so you shouldn't rely on a messy spreadsheet or disorderly email trails. In this chapter we look at the benefits of cloud based invoicing, and how to maximise your invoicing efficiency.


Chapter 6:

Client Retention and Customer Loyalty

Gaining new clients is a big challenge for any start-up business. And having a poor client retention rate - that’s like trying to fill a leaky bucket. Do you pour water in faster? Or do you focus on patching up the hole? Find out everything you need to know in Chapter 6!