Managing clients often involves juggling a little bit of everything: contacts, deadlines, team responsibilities, onboarding, and follow-ups. If you’re a solo entrepreneur or a small business owner, it can get pretty time-consuming and messy fast, which is why having a simple management system becomes essential.

But before signing up for complex CRMs or project management tools, I recommend checking out platforms like Airtable. You can customize them to your needs, whether you're building a simple spreadsheet-like tracking system or a more complex database as your business grows.

I've recorded a video to show you what a simple client management system can look like and how you can easily automate recurring tasks related to onboarding and task management.

Watch the walkthrough

Prefer YouTube? Watch the video directly on YouTube.

What you'll learn

• How to keep client contacts, projects, and tasks in one place
• How linked tables keep related information connected
• How to track tasks and assign ownership
• How to automate recurring onboarding steps
• How to set up daily reminders for follow-ups

Try it for your own setup

I hope it gives you a few ideas for your own setup. Feel free to get in touch and share your use cases for managing clients!