#FBLIVE: Managing multiple clients with Asana (+ more Q&A)

#FBLIVE: Managing multiple clients with Asana (+ more Q&A)

 
Managing multiple clients with Asana for professional organizers

If you're trying to balance multiple organizing clients (not to mention your OWN home, kids, day job... and hopefully a personal life), staying on top of things is so important. In this video I walk you through how to use Asana to run your business and personal projects. Before you start watching, you're going to want to grab my free Client Process Template for Asana so you know exactly what I'm talking about. 

I also answer some amazing questions from the live stream (seriously, I love all you ladies in the Pro Organizer Studio Facebook Group!), including:

  • How to package your organizing services to make it soooo much simpler for your clients (and get paid up front)
  • Some great CRM solutions for professional organizers
  • How to help your clients stay focused 
  • What to think about when choosing insurance for your home organizing biz
  • Where to get the contract I use with my organizing clients

There's so much great information packed in this video that you'll be able to use right away.  

Real talk about mompreneur life (3:17)
Jen’s super BIG news! (4:23)
Where to get your FREE Asana client process template (7:47)
How to customize the client process template to your clients (10:07)
Is Asana right for your business? (12:13)
How to use the client process template in Asana(13:30)
Why Asana is more efficient than Google Calendar (14:02)
How to beat overwhelm by batching tasks (16:03)
How I package my professional organizing services (16:44)
It’s SO important for professional organizers to stay flexible (18:13)
How to use package pricing in your pro organizing biz (19:36)
When Google Calendar is the right choice for your business (+ how to set it up) (21:31)
Where to get super high-quality, advanced Asana tutorials (23:20)
Using Asana for personal projects (24:52)
My personal productivity system (27:47)
This pro organizer uses the client process template on Hubspot (30:32)
What to do if you don’t finish a home organization project by the time your client’s sessions are done (31:15)
CRM options for your business - Insightly, Hubspot, and MY favorite, OnePage (36:23)
How to help your organizing clients focus and stay on task (37:29)
A script to get your clients back on track (42:20)
Why package pricing is so important for you AND your clients (44:27)
Using Asana to assign tasks to clients and your team (GREAT for virtual organizing projects) (46:38)
What to do about rescheduling fees (48:02)
Exactly what your high end clients want (50:53)
How to make your pro organizing business plan (52:01)
An awesome new tool in the FREE Pro Organizer Studio Resource Library (53:46)
Do you need insurance for your professional organizing business? (55:39)
Where to get the contract I use with my organizing clients (1:00:14)
The AMAZING web and branding design package you can get from Pro Organizer Studio (1:02:23)

 
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