Eric Rohrback

Moderator
Joined
Oct 3, 2012
Messages
1,020
Reaction score
339
This topic has been brought up in a few threads around the forum, but was usually limited to specific pieces of software. I wanted to ask an open ended question for anyone to chime in. What types of software are consultants currently using to manage their business and their clients? Do you use Excel or are you using something in the cloud? Which packages are you purchasing and what features do you need in your business?

I think PM will make or break a business, so I'm curious what others are using to manage their workflow.
 

Colan Nielsen

Administrator
Moderator
LocalU Faculty
Joined
Jul 19, 2012
Messages
3,738
Solutions
4
Reaction score
1,879
Hi Eric,

At Powered By Search, we use Teamwork for our main project management tool. This is used for both internal and external (client) communication. It allows you to create projects and than create milestones and tasks associated with each one. It also has some cool features such as a gantt chart creator that allows you to easily create a communicate your plans for a quarter, full year, or whatever you want.

We use Slack for 90% of our internal communication. I LOVE slack. It has cut my internal e-mail down in a HUGE way.

We also use G Suite (formerly Google Apps for Work) to document all our systems and processes, reports, scheduling meetings...etc
 

Tim Colling

Moderator
Local Search Expert
LocalU Member
Joined
Sep 3, 2014
Messages
1,282
Reaction score
704
I am but a mere grasshopper compared to many on this forum. However, I will share the constantly-evolving list of tools that I use for my small firm:

  • Google Apps (aka Google Suite now?) for email, calendars, etc
  • SolveCRM for contact management - integrates sort of well with Google Apps but I'm looking for a better solution
  • Wave Apps for accounting - buyer beware, while it's "free" it's clunky and has fairly limited features so if you had a big firm you'd want something better. I'm a CPA and a former software engineering manager so I can manage with it.
  • Freedcamp for project management. It's essentially a list manager with kanban abilities similar to Trello and others but it also has the ability to create consolidated views of tasks and assignments across multiple projects, which Trello cannot do. It's "free" for most purposes but there are modestly-priced extensions that add additional features. Freedcamp is gradually replacing a collage of other products I used before including Trello, SmartSheets, and Excel spreadsheets.
 

HoosierBuff

Member
Joined
Dec 12, 2013
Messages
313
Reaction score
86
I love hearing about what other people use, because I need a better system. I have roughly 30 local SEO clients, most on 6 month contracts. The tricky thing, for me as the owner is to keep track of where every client stands during the month (have we done any work, how is the End of month report coming, etc.)

I have two employees, and we can usually keep track of everything with our own Google spreadsheet, but, I feel it could be better.

I tried Teamwork, but, I felt that the way we used it, I couldn't get a good top down view of where all of our 30 clients stood a particular place in time.

I would love to hear what other people use. . . I think that for my company, having a better process here would improve our ability to scale up, or at least, improve my confidence that we could! (then, the next problem would be simply getting more clients!)
 

Adam Broetje

Member
Joined
Oct 3, 2016
Messages
4
Reaction score
3
I think we have tried everything on the market for PM. Basecamp, Teamwork, Asana, Podio, 10000ft. One of these days I'll get around to writing a detailed blog on what worked and what didn't.

Now we use a combination of Google Sites & Google Sheets. The ability to link between multiple Google sheets is extremely powerful. We have:
  1. A master sheet that lists all clients, their plan, their PM, start date & billings
  2. A sheet for each PM that shows only their clients
  3. PM bonus sheets that allows employees to see their estimated quarterly bonus based on client load
  4. Google site that operates as an internal wiki, with pages for each client

By far the systems that we rely on the most are:
Slack
1password (shared secure password system is a game-changer)
Harvest

I'm still not in love with what we have, but it works if you have good people and take care of them.
 

HoosierBuff

Member
Joined
Dec 12, 2013
Messages
313
Reaction score
86
Adam,

Thanks for sharing. I think you hit on something important - the notes about each client and how to keep them near. I'm always coming up with an idea for a client and then trying to figure out how to remind myself about it. This happens a lot at the month end, when we are completing reports, and I will realize 'oh man, they could totally use a new page about xyz'.

So, you are just creating a google site, with a page for each client?
 

Adam Broetje

Member
Joined
Oct 3, 2016
Messages
4
Reaction score
3
We actually have built a client Dashboard for each project that includes two To-do lists, one for us and one for the client.

We then have a calendar where certain days are set for specific tasks. For example, the first tuesday of the month is Speed Test day. Each PM is responsible for doing speed checks across each client site and logging any items in the "To Do" list for that project. This way we don't get bogged down in execution and are sure each client gets attention each month. Our PM's then get the open days to start working down the To Do lists that they have. It's the best way we have found to keep people on task as SEO can send you down a lot of rabbit holes.

I think any to-do list system would work as long as it's visible to both you and the client, we just have other items we like to show clients in our dashboard that we had to build our own thing into the sites we build.

For Google sites, we just created a single site. Whenever we add a new client they get their own page. This is used for listing things like where their site is hosted, where DNS is located, notes on special systems they use...anything unique that we learn in our onboarding process. It isn't used for any ongoing PM, but it could easily be re-purposed for something like what we built above.
 
Similar threads
Thread starter Title Forum Replies Date
djbaxter WordPress: The NoneNone Brute Force Attacks: Currently Active Websites, Software, and Security 0
A GSC request indexing feature is currently disabled. Is there another option to request indexing? Organic SEO 1
valentinb13 Current business GMB not showing up—Old Business is Google Duplicates & Merges 8
S Is the service description section on GMB available for all industries? I am currently working on a business thats an event venue. Service Area Businesses 3
Ian Hammond "Your business is verified and is currently being connected to Google Search and Maps" (30+ days) Help & Support for Google Local 3
djbaxter Stay current with the latest WordPress and Plugins Security Issues with this newsletter Websites, Software, and Security 0
Henry LocalClarity Current value of complete Latitude & Longitude for every location in a chain? Google Local 101 1
Oliver Keates Optimising Current Citations To Increase Ranking Google My Business & Google Maps 7
M *HELP* What to do when current owner denies transfer request. Google My Business & Google Maps 4
J Get GMB Ownership w/o Current Owner Google My Business & Google Maps 6
pbarnhart Current Google Local Biz Terms Google Local 101 0
C I'm ranking in local pack in different city other than current location Local Search 5
JoshuaMackens Current Way to Report GMB Business Name? Google My Business & Google Maps 8
L What is Currently on Your SEO Tool Belt? Local SEO Tools & Software 9
frederickwebpro Current best practice for G+ "introduction" (Formerly Google Places Description) Google My Business & Google Maps 2
M Current Research On G+ (Maps) Clicks Vs Organic? Google My Business & Google Maps 4
Linda Buquet Google Phone Support Hours Currently Limited Due to Backlog Google My Business & Google Maps 16
T Making edits to a currently verified Google listing Google My Business & Google Maps 6
F Remove Association of Previous Google+ Account With Current Website w/o Rank Loss Local Search 0
Lloyd Silver No Current Website - Best course of action to support Google My Business Google My Business & Google Maps 5
M Most current statistics Local Search 1
Susan Walsh We currently do not support this location - back again Google My Business & Google Maps 8
Mike Wilton Google+ Local Conversion Generating "We currently do not support the location." Error Google My Business & Google Maps 3
Jo Shaer Current Best Practice For Suspending/Deleting A Listing Google My Business & Google Maps 2
djbaxter Spam registrations rampant currently Mod Squad 3
M Initials and & - current best practices? NAP, Categories, Dashboard Data 8
MiriamEllis Initials and & - current best practices? NAP, Categories, Dashboard Data 8
D Google - We currently do not support the location??? Help & Support for Google Local 4
G We currently do not support the location Recycle Bin 0
Linda Buquet Current Google+ Local Bugs and Problems Roundup Report Google My Business & Google Maps 6
S Listing Shows in Search Results, In Dashboard says we currently do not support Help & Support for Google Local 4
Simon James Just to check my understanding of the current state of play for multiple locations... Help & Support for Google Local 17
Susan Walsh We currently do not support the location Introduce Yourself - We're Friendly 1
K Listing Not Ranking After Recovering from "We Currently Do Not Support" Error Help & Support for Google Local 4
AndySimpson Google My Business Opening Date - What Date Should You Use? Google My Business & Google Maps 2
K Correct use of schema Google My Business & Google Maps 2
walkities Multi Location Using Same Phone Number? Local Search 2
valentinb13 GMB uses residential address—but client wants to use PO Box for other citations... Citations 3
djbaxter How To Use the new noindex and force redirect custom addon for threads Admin Stuff 0
Elmer .S What is the most accurate search strings to use when doing manual citation audit? Citations 3
Ellen Looking for live example of website using Place Photos Google My Business & Google Maps 5
M Can I Use Google Voice for Google My Business Phone Number? Google My Business & Google Maps 2
Wary Goose Anyone used the Business Banking Service GMB Category in the U.S. yet? NAP, Categories, Dashboard Data 5
bczubiak Dental website using W E O Media Template Website.. ditch it and build a new one? Local Search 1
Kayla Adam What Strategy Should Been Used for My Wellness Clinic Local Search 5
K New local business using stock photos for portfolio Local Content 5
Ben Walsh Best keywords to use for geogrid ranking maps Ask a LocalU Expert [PRIVATE] (LocalU) 2
lukeelliott Using DNI Call Tracking With Website Connected To A GMB Listing Google My Business & Google Maps 1
Chris Ratchford GMB account login using @pages.plusgoogle.com email Google My Business & Google Maps 1
nathangdavidson Anyone using Google's Marketing Kit tool to promote reviews? Google My Business & Google Maps 5

Similar threads

Login / Register

Already a member?   LOG IN
Not a member yet?   REGISTER

Most UpVoted Answers

LocalU Podcasts

  Promoted Posts

New advertising option: A review of your product or service posted by a Sterling Sky employee. This will also be shared on the Sterling Sky & LSF Twitter accounts, our Facebook group, LinkedIn, and both newsletters. More...
Google Product Exert


Top Bottom