Managing All My Clients and My Time
I run a software development business on retainer for about 10 companies across the US. From large huge ticket ones, to small easy low hanging fruit ones, to favors for friends that make a little money. Most of the time its all pretty chill: answer emails,…
I run a software development business on retainer for about 10 companies across the US. From large huge ticket ones, to small easy low hanging fruit ones, to favors for friends that make a little money. Most of the time its all pretty chill: answer emails, fix tickets and bugs, add a few features here and there. I don't have any time scheduled daily for clients, and just kinda take them as they come. Which works fine about 75% of the time, but I feel like sometimes things all blow up at once and I end up context switching back and forth between clients all real time and end up forgetting things that each need etc. Are there any proven methods for managing a business like this? I joke with my wife about having her be my accountant and project manager, but ultimately i feel like there has to be a better way to manage it all. I know I can scale up customers and clients, but would hate to do so and neglect some when things get super crazy. I feel like that wouldnt be a concern if I had a good method for managing it all. --edit-- To add, some clients discord me, some whats app, some teams, some email, some just text. So easy to get stuff lost, is there some tool that can just aggregate it all or let me notate whats up and have it organize for me?
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Use JIRA as your agile PM software to manage your work. Free for small business up to 10 users.
Would this take the place of like trello? or is it more all inclusive? At the moment i use trello but getting stuff INTO trello from all those pipelines is a mess haha
Since your running a software development business, then yes absolutely Jira to replace Trello. Plus JIRA plays well with many existing data sources so easy to port in your data and it's the same owner as Trello so even easier to connect without the pain of switching platforms. A quick prompt in your favorite LLM will give you a handy comparison of the two.
You might want to check out Notion. It's great for organizing notes and projects from different platforms. You can create templates to keep track of client requests and deadlines, which could help reduce that context switching chaos. Plus, you can set reminders so things don’t slip through the cracks when the workload spikes. It’s super flexible for managing everything in one place, which sounds like exactly what you need.