Manage client projects
Keep clients happy and projects on track. No more 'just checking in' emails.
Tools that power the Manage client projects stack
- 1ClickUp
Create a ClickUp workspace and add a separate Space for each client. Inside each Space, create a project for each engagement with tasks organized into lists like To Do, In Progress, In Review, and Done. Share a read-only view of the project with your client so they can see progress without needing a ClickUp account.
Open ClickUp - 2Calendly
Set up a Calendly account and create two event types: a 30-minute kickoff call and a 20-minute weekly check-in. Connect it to your Google or Outlook calendar to avoid double-booking. Embed your Calendly link in your email signature and in the client-facing ClickUp view.
Open Calendly - 3Loom
At the end of each week, record a 3–5 minute Loom video walking through what was completed, what is coming next, and any blockers you need the client to unblock. Share the Loom link directly in the client's Slack channel or email. This replaces most status calls and keeps a searchable video record of all decisions.
Open Loom
Frequently asked questions
Costs depend on your scale. Most tools in this stack offer a free tier to start. Open the cost calculator on this page to estimate monthly cost based on your users and revenue.
This stack uses 3 tools: ClickUp, Calendly, Loom. Each tool is picked to work well with the others and to cover a specific part of the workflow.
Yes. The stack is a recommended starting point. You can replace any tool with an alternative you already use. Check the setup guide first to confirm the integration points you'll need to rebuild.
Most makers finish the 3-step setup in under an hour. Creating accounts and connecting the first integration takes the most time.
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