Robert Coorey

Rob uses the Kanban and Pomodoro methodology to manage multiple high-end clients simultaneously without stressing out. Also will include best practices for managing agency clients.

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So like, I’m always because it pays very well like it’s very important to me they get a miraculous service and rapid response times and that all their work gets done when I say there’s going to be done. So if I say look, you know your marketing fund is going up in two weeks under, make sure that something two weeks or even faster possible.

So to do that, you know what, when you got one or two clients, you can kind of manage it, but once you start going into more clients, it’s like, it gets trickier and forget about it to deliver that. And what I also found was that like, I can get quite distracted easily like, as we all do with social media and emails and phone calls and stuff like that.

And so I was thinking like, what’s like a methodology that I can use to ensure that? Yes, even if I do get distracted, or take phone calls, or have meetings or things like that, like, how do I make sure that I get the core things done every day, you know, this book called deep work. And it’s like, you know, there’s some things that are just deep and need to get done and they’re the most impact.

Well, I look at each other, like we’ll call like one of those, you know, what’s that deep work that I can do that it’s absolutely essential, that only I can do that needs to get done. And then that goes on the campaign flow board and it gets actioned.

So I thought I might just share my screen and kind of run you through it. How I’m like a, this is not like my exact bull because it’s got like my private client names and confidential information, but I’ve kind of just made a little, but you can still get the same gist of how it works.

Yeah, brilliant. So it’s great that you want to share how you use this campaign tool. Do you want to just tell us what actually, I mean it’s probably awesome that’s why you’re showing us, what this tool actually is?

Yeah, so it’s a free online tool campaign flow.com. They’ve got a paid version that’s $5 a month, which I’m not currently subscribed to, I’m still on the free version, which works fantastically well.

And so it’s basically just a tool where you can put down all the different tasks that you have, but then you can kind of drag and drop them between different categories. And so I’ve seen my couple uses 10 different ways but what I’ve done is basically work out all my, so if you have, if you can see my screen here on the left hand side here is all my to do’s coming up.

So this is kind of like my bucket list or just a dump list. Whenever I get a new task that I need to do, I just kind of put it here. I haven’t worked out what I’m going to do it yet. And then what I do here is work out from Monday to Friday for each week, I look at all the things I want to get done that week, what day that they’re going to be on and what order that I do them in.

The other cool thing is that, so the whole Kanban/Pomodoro methodology is that you spend, you break each task up into how many pomodoro is that you think it’s going to take. And a pomodoro essentially is a 25 minute task.

So what I’ve done is to customize this and make each one like a color a different pomodoro amount. So for example, like on Monday when I’m choosing my new gym, that’s a pretty simple task, like get that done in 25 minutes and just look around on Google find a few gyms, call them up and pick one to go in for a trial class.

Now when I’m doing that new proposal format for our agency, that’s a bit more work so I got two pomodoros.