How do you stay organized when managing a large client portfolio?

Sample interview questions: How do you stay organized when managing a large client portfolio?

Sample answer:

  • Use a CRM or project management tool. This will help you keep track of all your client information, including their contact details, project deadlines, and billing information.
  • Create a system for tracking your time. This will help you see where your time is going and ensure you’re not overbooking yourself.
  • Set priorities and deadlines. Once you know what needs to be done, prioritize the tasks and set realistic deadlines for yourself.
  • Communicate regularly with your clients. This will help you stay on top of their needs and ensure they’re satisfied with your work.
  • Delegate tasks when necessary. If you have too much on your plate, don’t be afraid to delegate tasks to other team members.
  • Take breaks. It’s important to take breaks throughout the day to avoid burnout. Step away from your work for a few minutes to stretch, walk around, o… Read full answer

    Source: https://hireabo.com/job/8_3_7/Advertising%20Sales%20Representative

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