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Effective Time Management: Balancing Client Accounts, Company Responsibilities, and Personal Life

March 21, 2023 | Fernanda Angelicola

As an account and sales manager, I’ve learned firsthand how demanding it can be to balance the responsibilities of managing multiple client accounts and fulfilling your role in your own company. Juggling tasks like creating sales processes, managing direct sales, and handling day-to-day administrative tasks can quickly consume your time.

In this blog, I’ll share my experiences with effective time management strategies, tools, and techniques that have helped me stay organized and maintain a healthy work-life balance.

  • Utilizing Tools for Project Tracking and Communication

Managing multiple client accounts requires prioritizing tasks, deadlines, and communication. Thankfully, there are various tools available to help with this. Here are some of the tools I’ve found most helpful:

  • Slack: This platform allows for seamless communication with your team and clients. You can create channels for specific projects, clients, or topics, making organizing and prioritizing conversations easy. 

  • ClickUp: ClickUp is a project management system our company uses. It allows us to create tasks, set deadlines, and assign responsibilities among team members. In addition, with its ability to integrate with Slack, you can keep track of project updates and collaborate with your team more effectively. 

  • Minimalist: A simple yet powerful to-do list app, Minimalist helps me prioritize tasks, set deadlines, and organize my day. This app can be set up as a widget on your phone, and you can access it quickly from your home screen. It is perfect for those who prefer a clutter-free interface for managing their daily tasks.


  1. Hubspot: My favorite CRM platform! It is excellent for sales & marketing professionals. Hubspot allows you to connect Digital Marketing & Sales, including lead forms, tracking leads, setting reminders, analyzing your sales pipeline, and digital marketing performance.

  • Protecting Your Time for Clients and Family

Setting boundaries and protecting time is crucial to maintaining a healthy work-life balance. Here are some strategies that have helped me:

  • Set specific work hours: Establish a clear schedule outlining when you’re available for work and when you are off-duty. Make sure you communicate this to your clients and team members to manage expectations.
  • Prioritize tasks: Use the Eisenhower Matrix to categorize tasks based on urgency and importance. This method will help you focus on high-priority tasks and minimize time spent on less important activities.

  • Schedule personal time: Carve out time for your family and personal life. You’ll be less likely to neglect your relationships and personal well-being by scheduling these activities.
  • Leveraging Collaboration with Your Team


Delegating tasks and collaborating with your team can significantly improve your time management. Here’s how:

  1. Assign tasks: Identify tasks that can be delegated to team members, freeing up your time for higher-priority activities.
  2. Regular check-ins: Schedule weekly or bi-weekly meetings with your team to discuss progress, identify roadblocks, and ensure everyone is on the same page.
  3. Foster a collaborative culture: Encourage open communication and teamwork. A supportive environment can boost productivity and help your team tackle challenges more effectively.


  • Overcoming Procrastination and Adapting to Schedule Changes
    1. Use the Pomodoro Technique. This technique allows you to focus on a task for a specific time. You break your work into focused 25-minute intervals, followed by a short break. This method helps maintain focus and minimizes procrastination.

    • Be adaptable: Unexpected changes in your schedule are inevitable. Learn to adjust and reprioritize tasks as needed. This flexibility will help you stay on track and maintain productivity.


In conclusion, effectively managing your time is essential for balancing the responsibilities of managing multiple client accounts, fulfilling your role in your company, and maintaining a healthy personal life. By utilizing tools like Slack, ClickUp, Minimalist, and Hubspot, protecting your time, leveraging collaboration with your team, and overcoming procrastination, you can improve your time management and achieve a more balanced life. 


Flexibility and adaptability are essential; as you refine your strategies, you’ll find the best approach to manage your unique responsibilities. Stay organized, communicate with your team, and prioritize personal well-being to ensure long-term success and happiness in your professional and personal life.


If you’re looking for assistance with your projects, marketing, or sales needs, our team is here to help you succeed. We’re dedicated to providing personalized solutions to elevate your business and streamline your processes.

Do you want to be part of the ride? Get in touch with our team and get ready to level up your business.

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