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Waiting on client feedback? Check those tasks against the deadline before planning your week.
In this fictional example, Shipping content is Waiting and already overdue. Copy approval is also Waiting, but due on the review date. The same task status needs two different follow-up decisions.
Try this review in your own tracker:
• Set the review date and resolve record warnings first.
• Look at Waiting alongside overdue and upcoming tasks.
• Record who owns the next action, what response is needed and when you will check again. Keep actual approval evidence separately.
The Freelancer Client and Project Dashboard connects Clients, Projects and Tasks to an Overview. It includes blank and fictional-example XLSX workbooks, a static overview PDF and a Start Here guide. USD 9.99.
For freelancers tracking work already sold. Manual review date; no automatic reminders, invoicing or client portal. Compatible desktop XLSX software required. Excel, Google Sheets and mobile behavior have not been independently tested.
See the workbook pack: https://contra.com/products/ShLEMZjF-freelancer-client-and-project-dashboard-xlsx
The network for creativity
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I'm Takreem, a Real Estate Virtual Assistant. I handle listing updates, CRM notes and follow-ups, paperwork and deadline tracking, so my realtor can focus on clients instead of admin.
One thing I see again and again: a warm lead goes quiet for a week, and nobody follows up because everyone assumes someone else will do it.
So I want to ask you: when a lead goes quiet, how long do you wait before following up? A day? A week? Or do you have a set rule for it?
In my experience, the realtors who follow up on time close more deals, and the follow-up only takes two minutes when the notes are already in the CRM.
Have tasks piling up? Let's connect!
#RealEstateVirtualAssistant #VirtualAssistant #FollowUp #CRM
How a client report that drafts itself gets installed, inside the tools you already use:
1. Time one report, start to finish. That's your baseline.
2. List every place a number gets copied from: ads, analytics, the CRM.
3. Let a tool pull those numbers in and draft the summary.
4. Keep one person reading it before it goes out, to add what changed and what happens next.
5. Check whether clients actually open it.
Start with one client. Fix what you find, then expand.
How much of your report time is copying, and how much is thinking?
A client messaged me with a launch date 9 days away and a Kajabi sales page that wasn’t finished. The developer before me had left in the middle of the project.
I opened the page and found the sections didn’t match each other. There were three different fonts, the pricing block was half built, and the checkout button went to a page that didn’t exist yet. Nothing was wrong enough to need a restart, but nothing could go live either.
I spent the first day writing a list instead of building. What already worked, what was broken, and what would stop a buyer from paying. The layout stayed. The pricing section I rebuilt from scratch, the fonts I fixed across the page, and I connected the checkout and the emails that go out after someone buys.
Before it went live I bought my own course through every path to make sure the access email arrived. It did, and the client launched on the date she wanted.
This isn’t the first unfinished Kajabi project I’ve picked up, and it won’t be the last. After 5 years on the platform I know where these builds usually break: checkouts, automations, and access emails. If you’re stuck with a half-built page and a launch date, send me a message. Most of them are closer to done than they look.
