The Client Workflow Show

Episode Summary: A complete 10-step client workflow — how client information gets organized, meetings get scheduled, projects get tracked, and invoices get paid, start to finish. What You'll Learn A full 10-step client workflow, from first contact to final payment The exact tools used for CRM, scheduling, invoicing, and password management Why searchable notes in every contact record matter more than memory How Calendly syncs with Google Calendar to prevent double-booking The business: Mike Murphy LLC is a creative freelance and consulting business for local and online businesses — video, podcast, and written content, plus teaching others how to create their own. In short: helping people figure things out. Workflow goal: simplicity and access from any device. Resources Mentioned G Suite (formerly Google Apps): mikemurphy.co/gsuite CRMs: Capsule CRM, FullContact Forms: Google Forms, Wufoo, Typeform Scheduling: Calendly Invoicing & accounting: FreshBooks Collaboration: Google Docs, Dropbox Paper Password management: 1Password The 10-Step Client Workflow Step 1 — gather contact information. Everything goes into Gmail contacts, with as many notes as possible since notes are searchable and help recall client details later. Tips: pull contact info from email signatures, check a client's website contact page for social channels and business address, keep a complete signature on outgoing email, and use intake forms (Google Forms or Wufoo) to gather everything needed to start a project, logos and assets included. Step 2 — Gmail labels. Every new client email gets a label nested under "Clients." Step 3 — Google Drive. Similar to Dropbox — each client gets their own folder. Step 4 — Google Calendar. Every appointment, meeting, deadline, commitment, trip, and important date goes on the calendar, with reminders set for 1 day and 30 minutes before. Step 5 — Apple Reminders. The instant something goes on the calendar or comes to mind, Siri gets asked to set a reminder. Step 6 — Calendly. Sent to clients as a scheduling link — they pick from open time slots, and Calendly syncs with Google Calendar to avoid double-booking automatically. Step 7 — FreshBooks. Time tracking, est… Read the complete show notes and resources on mikemurphy.ai. Support the show Subscribe To Weekly Newsletter: AI Unplugged Connect With Me 🌐 Website 📧 Newsletter 🎥 YouTube 🐦 X 💼 LinkedIn Comments, Questions & Feedback: [email protected]