Intermediate level · Module 4 of 6 · 13 guided hours
Managing Multiple Clients
Handle several clients at once without missing deadlines or quality.
Learning objectives
- Plan workload across clients
- Manage expectations and communication
- Keep quality consistent
Topics
- capacity planning
- project tracker
- saying no
- expectation setting
- quality checklists
- delivery
Lessons
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Lesson 1 Workload Planning
Know your capacity and plan around it.
capacitytrackerdeadlinesdeclining work
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Lesson 2 Managing Expectations
Keep every client informed and confident.
timelinesupdatesearly warningsavailability
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Lesson 3 Quality and Delivery
Deliver consistent, professional work every time.
quality checklistself-reviewfile deliveryhandover notes
Practical activity
Build a multi-client tracker, plan a busy fortnight and create a quality checklist for your service.
Expected outcomes
- Reliable delivery for every client
- Sustainable workload
Assessment
Tracker, plan and checklist reviewed.
Taught live by an instructor — online or in person. Free course lessons are for self-study and do not lead to a certificate — see registration options.