When I first started working with clients, it was a mess. We were emailing hundreds of messages back and forth, scanning contracts, searching for old info and attaching images to messages. It was impossible to find what I needed. Thankfully, I've begun using a system that streamlines my process, saves me headaches and makes my client's lives simpler.
Keep in mind that these tools can be used by everyone! You don't have to be a VA or Squarespace designer to use this system. If you have clients or services, you can use all these tools to simplify your process.
For this step, I didn't make a video because a few weeks back I wrote an entire guide on 17Hat and how I use their system. You can read that here if you missed it :)