This is a DOTW topic I don’t have much first hand experience with as I’ve mostly built sites for myself or projects I was involved in rather than as a freelancer or web dev firm. So, I’ll get straight to it.
1. How do you manage clients? Do you use a service? Simple contact list? Pen and paper? :smiley:
2. What would you consider the pros and cons of your method/service?
3. What features do you wish the service you use had? (Bonus 3 Hero Points)
4. What features do you consider essential for client management? (Bonus 3 Hero Points)
Many of you may have already seen in the forums or on our product roadmap that we’re working on The Hub 2.0 and it will come with a bunch more features, especially around site management. That got us thinking about client management as they often go hand in hand. We know some other WP services have already added some client management features, would be interesting to hear from anyone already using others and what your ideal client management platform would be?
Please do keep in mind this won’t be part of the initial Hub 2.0 release. This is more discussing ideas/plans for after that, possibly Hub 2.1, so things can change but I'm really interested in hearing what you all think about this :slight_smile: and also what you currently use for client management. Would you want client management to be part of the WPMU DEV service?
-At least one comment = 3 Hero Points(must participate within 7 days of thread post date)
-Question #3 and #4 = 3 more Hero Points EACH
-DOTW = Discussion of the Week
-Last DOTW: WORDCAMPS AND MEETUPS! GOOD OR BAD EXPERIENCE?
PS. Thanks to everyone who has been participating in the DOTW’s! We’ve had a lot of great feedback and conversations so far. Some weeks I know I'm not as active in these as I'd like to be but I do read every single reply! Planning on making a DOTW specific subforum soon and moving all the past DOTW's into it so they are easy to find for everyone. That will also mean being able to subscribe to DOTW's specifically.