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As someone that currently works on six clients, I have a few tips!
- separate to do lists by client, helps keep things organised
- there’s going to be times when you have to prioritise one client over the other - make sure you regularly go through your emails and confirm receipt of anything that comes in, so the other client feels like you’re on top of everything even if you may be a bit slower to deal with things
- every few months, go through the exercise of figuring out how much capacity you will need on each project per week for the next 3-6 months. That way you can flag long in advance if there’s going to be a time when you’ll be massively over capacity - your manager may not have that visibility across different clients so it’s good to do the exercise
- cheat sheets! It can get confusing with names, who’s your media agency, PR agency, what is the brand purpose again - create some one pagers for yourself and keep them in a folder for yourself to reference in a pinch
-Enjoy it! It’s so fun to get to work on different clients and have that variety in your day-to-day :)
I'm taking notes haha - I love this approach! I agree that you just have to create really good systems for yourself to keep the clients separate and not lose track of stuff. We're a Microsoft tools based agency, so I use OneNote a lot for that and it's helped
Start with yourself. If you don’t stay organized, you can’t expect anyone around you to do the same. You can’t always control the people around you, but you can control yourself.
Use project management tools to keep track of deliverables and distribute tasks to your team (if you have). Set deadlines and provide details about each task or assignment so everyone can shine!
Create a plan and stick to it. When it comes to account management, having an outline of goals and deliverables is crucial. Start with the end goal in mind and identify the materials you need to make that happen. This will also help with that client who is always changing their mind.
I suggest to realistically manage client communications. In our hyper-connected world, it’s hard to give our clients our undivided attention. It’s even harder to resist the urge to respond to everything and everyone within 5 seconds. If we constantly respond right away, we condition everyone to expect that from us all the time. Again, we aren’t superheroes!
Create a company calendar so your team knows what you're doing and when you’re doing it. Sync this across all of your devices so you can access this information on the go. Google Calendar is a handy option to choose, although there are more extensive calendar apps you can try if you prefer something more robust.
I bounce clients around when I have conflicts, but I explain the conflict and try to accommodate accordingly.
I had to skip a conference because I was onboarding a new client. Fortunately for me, my clients are like family and everyone understands.