As a virtual assistant (VA) and a business coach, organization is key. But here is my problem. I’m not a naturally organized person. I have owned so many planners in my life and you know what? Not a single one of them organized my life for me. Darn it, I had to open them and write things down. Oh and then even more…I had to open the planner to see what was scheduled. lol
So I knew as soon as I got more than one client I needed to be organized. There was no goofing around with people’s projects, losing info in an email abys, or missing important project dates. Client Spot filled that need perfectly for me.
I did try out a few other companies and they were good, in fact many of them were very similiar. But the one thing I didn’t like was those other programs required me to also keep track of my hours on some other program. Client Spot has everything for my clients in the one program. When I’m ready to work on a task, I hit the timer and the task I am working on. When I’m done with that task, I click done and it adds that time to the task and project. Now all my hours are together with the project information.
Oh and that opening your planner thing is taken care of as well. I can set it up to notify me of projects coming due. Not that I need it now since I’m in the program everyday to work on projects, but if there is something I’m worried about forgetting I can set up an email reminder.
Client Spot is great for those just starting their service business as well. I know that money is always tight when you are starting out, but you still need to get everything done correctly in order to make more money. Many do not have the extra money to pay for a program. Client Spot is free to start an account. You can have up to 3 projects to work on in the free account and you still have access to the wonderful features. No CC is needed to set up the account, just open it and start organizing your projects right away. Then like me, you will be upgrading your account within that first month because you are organized enough to take on more clients.
