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If you're a client driven organization, then their happiness and your happiness are pretty tightly interwoven. If you do great work, you'll be valued and compensated accordingly. If you don't, well, then, you won't.

Big-ticket, client driven organizations, however, are often hard to scale. Keeping up the hands on support, communication, and project management without hiring an infinite amount of account managers can seem overwhelming

No - it is overwhelming.

But it doesn't have to be that overwhelming.

Here's 6 tips and best practices on how to utilize Slack and TeamChores to organize your agency or firm the way your client does, stay ahead on crucial relationships and contracts, and continue to grow and scale your business the way you've always wanted to.

Jump to the section of your choice: 

📲Tip #1: A Slack channel for each client

💯Tip #2: A TeamChores team for each client

🔔Tip #3: Using reminders for better communication

🔎Tip #4: Know where the rest of your team is at

✅Tip #5: Break down your processes with checklists

📋Tip #6: Standardize with history


📲 Tip #1: A Slack channel for each client

With or without TeamChores, it's a good idea to have a Slack channel for each client. That way you can keep all your communication specific to one client in one place.

If you have too many clients for that to be feasible, I'd simply recommend grouping your clients by industry, customer size, or importance.

"But all of our clients are equally important to us?"

Yeah, no they're not. Different $ amounts require different time allotments, and it can be helpful to break down your client base by priority level.

Pro Business Tip: And, this will help you fire the unprofitable clients you shouldn't be holding on to anyways.



💯 Tip #2: A TeamChores team for each client

Setup TeamChores the same way you would set up Slack. As an admin, head to Settings > Teams and create a team for each client.


While you're there, it's helpful to import the chores for a particular client into your client channel.



🔔 Tip #3: Using reminders for better communication

Only remind yourself about the important stuff. Remind yourself about the reports, recurring contracts, and project updates that your clients need to know about.


We customize notifications so that you don't have to get pinged endlessly.

My favorite way to use notifications is to lightly nudge myself (Slack) for coming due, get a little louder when it's due (Slack + Email), scream when it's overdue (Slack + Email + Phone), and then politely encourage myself when it's complete (Slack).



🔎 Tip #4: Know where the rest of your team is at

Nobody loves accountability, but we all know we're better for it. A great way for you to stay informed on where your team is at is to become an observer.

By importing chores into a Slack channel, everyone on your team will have visibility into that chore when it's imported. You can go even further than that, though, by becoming an Observer and being notified on the progress of your chores.

Here you can set custom status updates by chore, and to notify one person or an entire team.




✅ Tip #5: Break down your processes with checklists

Most processes are like ladders and take a lot of steps to get 'em done. Checklists are super helpful in helping you break down robust processes into bite-size tasks.

For each chore, you can set up a checklist and break down the process.



You can complete these checklist items from TeamChores, or you can complete them straight from Slack like this.




📋Tip #6: Standardize with history

Great organizations do things the same way, over and over and over again. That doesn't mean they don't change their processes. It just means they don't change their processes unintentionally.

By using the history section of a chore, you can attach images, results, reports, and anything else you can think of to the history section of a chore. When you're completing the chore, simply attach learnings to the history portion for the chore, and they'll be there forever.



Next time you open the chore, you'll see the documents under the history tab at the top of the chore.



You want to grow your business, clients, and revenue. We want that too.

These 6 best practices will help you use TeamChores to have more time, deliver better value, and ultimately achieve the goals you and your organization are looking to achieve.