Forum Discussion
AnthonySalazar
2 days agoJobber Ambassador
Do you use anything like Trello or Asana to make yourself tasks/deliverables to keep track of your workflows? Especially on the sales/client nurturing side of your customer journey these types of tools have helped me keep track of what needs to be done for each project. Even using the task feature on Jobber helps me to follow up with a client, and you can set up tasks on a recurring basis and they appear on your calendar so nothing falls through the cracks.