Adopt a CRM that encourages daily movement, not endless fields. Track source, next step, and last interaction, and automate gentle nudges for follow-ups. I watched a freelancer double close rates simply by adding an automatic task when a lead opened a proposal twice. Keep notes short, tag intent, and log promises. Integrations should enrich contacts with context like company size or tech stack, but never at the cost of clarity or speed.
Build a simple database that links offerings to deliverables, milestones, and tasks. Each task should have an owner, deadline, and status you can filter in seconds. Stop juggling separate lists across apps. A coach I advised moved from scattered boards to one table and immediately cut time-to-completion by a third. Use templates for recurring projects, pre-filling steps, assets, and checklists. When everything connects, your brain relaxes and execution accelerates.
Create a knowledge base with concise pages: how you invoice, how you reply to common questions, how you prepare weekly updates. Tag pages by workflow, not clever categories. Use internal search aggressively and prune stale notes monthly. A designer once spent an hour hunting an old contract, then built a one-page index and never repeated the mistake. Your knowledge should feel like a well-labeled kitchen: reach, grab, use, and move on happily.