table of funtents
As a reminder, I started building keshty in public because:
- Most of us donโt come from a long line of entrepreneurs (me included)
- I wanted to equip minority misfits with tools to scale their own impact
- HENCE, I needed to live transparently (no BS) through my own journey
๐๐ผ itโs me, hi
HAPPY WEDNESDAY, MISFITS โ๐ผ
Back at it again with another episode - and one yโall have been SCREAMING for since I started writing the minority misfit.
Iโll be honest, yโall - itโs been a crazy few weeks for me this side. And not necessarily the good kind. In our last episode, I manifested my calm and creative era - but as it happens (CLASSSSIC), real life got in the way and demanded pretty much all of my attention.

a simple meme today, because it really is that simple
While Iโm slowly swimming out the other side, I actually looked forward to writing this episode amidst literal chaos. Because the timing feels REALLY right for it.
It was a time where the systems I put in theory worked in practice, and I didnโt have to be overwhelmed by work and life simultaneously. And thatโs a mega win for me.
So with that, letโs dive into how I manage multiple clients at a time and my TOP 3 learnings thatโll help YOU get it right from the start.
๐คน๐ปโโ๏ธ how to manage multiple clients
As Notorious B.I.G. so aptly put it: Mo Money Mo Problems (letโs forget Diddyโs involvement in that classic banger for obvious reasons).
Such CAN BE the case with clients - but if you operate from a place of abundance, clients bring with them opportunities to do things better, faster and smarter in your business. Theyโll only become problems if you let them.
When I started keshty, I had 0 clients for 6 months - then a SNOWBALL moment where I went up to 8 over the course of a year (and back down to 4).
You might be thinking: whatโs the sweet spot? Is there a silver bullet tool or process thatโll turn all problems into opportunities?
HANG ON - how can ONE person even manage multiple clients???
1. codify EVERYTHING

side note, I miss this guy.
When you first start out, youโre hit with a hundred micro-incompetencies at once: things youโre capable of doing but are kinda bad at (mostly because youโve never done them).
As long as you care (which you do), your first proposal, contract and invoice will probably take an exorbitant number of hours.
My first proposal took 2 days. My second took 1 day. My third took 12 hours.
And nearly 2 years later, I just submitted a proposal amidst the peak of my lifeโs chaos that took me 1 hour, which includes sending the email with next steps.
Is it because I give less sh*ts about my work? Am I dropping the ball and drowning? Honestly (and reassuringly), not at all.
๐ I simply codified to death.
templates
I have a template for everything - one for my brand assets on their own, a template deck for proposals, email templates in Gmail and frequently asked-for resources I share with clients (to name a few).

11/10 recommend having a brand guide template. Fonts, colours and assets are the easiest things to misplace and can make your brand look messy af.
variable-fielded docs
Contract terms and invoices are also templated, but with quick variable fields (e.g. Business Name, Client Name, Date etc) so I can quickly plug, play and send away.

FYI: you can add variable fields straight in Google Docs (or your sign software, e.g. Docusign!)
automated filters
Call me crazy, but EVERY email you receive should have a filter applied and land in an organised folder. If you get an email and it doesnโt automatically pass through a filter, your options are to create a filter, unsubscribe or send to junk. Thatโs it.

my labels pt. 1

my labels pt. 2
* you already KNOW there are also sub-labels upon sub-labels too ๐. With 5 different Gmail profiles (3 client, 1 keshty, 1 personal), there are EVEN MORE filters in my life than the example provided here!
PS: if youโd like more game-changing organisation habits, check out my past episode: Small Steps to Digital Sanity.
PRO TIP: If youโre thinking you MAY use something more than once - codify it. How you set the tone from the start is exactly how youโll go on. If you start disorganised and constantly looking for โUntitled Document 15โ amidst a chaotic drive, youโll only scale the mess with your business.
Codify EVERYTHING. Make clear titles, folder and filters. Your future self will thank you.
2. safeguard scope

peek a boo x
Now that youโve got your backend sorted, letโs move to the client-facing bits that end up being trickier to manage - starting with scope creep.
Scope creep happens when youโre asked to do work outside of your agreed remit.
Spoiler alert: it happens ALL THE TIME and looks like this:
โCan you jump onto this call with me (unrelated to remit)? Iโd value your second opinion.โ
โWhat do you think of this (unrelated to remit)? Can you review and let me know your thoughts?โ
โWill you look after this (unrelated to remit) while I find a replacement? I trust you.โ
It can be blatantly obvious, incredibly subtle or somewhere in between. Either way, itโs almost never ill-intended on the clientโs part and may even be a great learning for how you set up arrangements in future.
For me, scope creep is exactly what made me firm about what arrangements Iโll sell my time (e.g. advisory) and what arrangements have to be TIGHTLY-SEALED projects, priced on an outcome basis (e.g. fCOO).
If a client just wants advice, we can be a bit more flexible on scope. But if Iโm responsible for deliverables, itโs imperative we mitigate scope creep consistently. I say consistently because like building a habit, both you and the client HAVE to be consistently aligning and re-aligning on scope to manage each otherโs expectations.
Ultimately, if something is out of your remit or skillset, you HAVE TO SPEAK UP. You can say yes and be liked in the moment - but struggle to deliver, and itโll be your reputation that pays the price.
PRO TIP: NEVER feel bad about taking more of yours (and your clientโs) time at the start to align on scope. Once youโre in it, donโt feel bad about managing expectations either around scope creep.
Remember: itโs okay to be flexible on scope, as long as you manage the client on whatโll drop to make space for a new priority. Things move fast in business - so ensure you put any scope changes, no matter how small, in writing (e.g. email, Slack, WhatsApp etc).
This ensures youโre both set up to succeed and covers your bases.
3. safeguard time

Iโm sorry to be that gal ๐ซ
This is probably the single greatest learning I could ever impart:
Safeguarding your time is 100% on you.
Similar to scope creep, clients with the best intent in the world will ask for things when they need them - which is not always when youโre working on them.
If you say yes at a weekend, out of hours or when youโre working for other clients, youโre setting a precedence that will ONLY compound negatively.
The easiest way to get around this is by agreeing specific dates / times you work for clients. Iโd especially recommend doing this at the start when trust and cadences are still being established. Clients know when to expect you, will ensure they make the best use of your time and (ideally) respect the time youโre not working for them.
If you establish enough trust and mutual respect that an ongoing, fluid arrangement works better in the long-term - GREAT! In my case, this took at least 6+ months to fine-tune with plenty of awkward, tricky and uncomfortable pushing back before we got it right.
If itโs not feeling seamless and easy, rest assured knowing itโs not and keep at it anyway.
PRO TIP: Donโt be apologetic for safeguarding time - itโs your right and responsibility to do so for EVERYONEโS success.
If youโve been air-tight with clients and theyโre still asking for your time / thoughts out of their hours, here are your options:
(1) Donโt respond until you ARE working for them
(2) If that feels long / hard, reply with a message like: โThanks for this! Iโll have a look on [INSERT DATE YOUโRE WORKING FOR THEM].โ
(3) If they STILL push, manage expectations with: โIโm working with another client today and want to ensure theyโre getting my best - in the same way I protect the days I work on [INSERT THEIR BUSINESS] from any outside requests. Iโll get to this on [INSERT DAY YOUโRE WORKING FOR THEM], where I can give it the attention it deserves. Thanks for understanding!โ
๐ฉ no bs reminders
๐ซ donโt say yes to every opportunity (values)
Recall from Episode If Itโs Not a F* Yes, Itโs a No that saying no to opportunities is a finessed, disciplined art.
Simply put, itโs really hard to manage multiple clients when you donโt like working with them. Resentment and frustration will inevitably seep through to the clients you DO like, so get insanely good at flexing this muscle as early as possible.
โณ donโt say yes to every opportunity (time)
In Episode Welp, I F*cked Up, we talked about how all that glitters is NOT gold - including having loads of clients. I went from 0 to 8 clients, wrote about how unsustainable it was, and am now back at a comfortable 4.
If weโre stretched too thin for time and lack employees or resources, EVEN the most organised of us will struggle. That struggle is a one-way ticket to burning out, so donโt be afraid to RUTHLESSLY protect your time and capacity. No one else can do it for you.
๐ค clients respect expectation management
I havenโt come across a single client who has ever said โTO HELL WITH YOUR OTHER CLIENT, DO THIS WORK FOR ME RIGHT NOW.โ If you come across a personality like this, please stop working with them immediately.
If you take requests from clients outside their agreed hours, you might make them happy in the short-term, but in the long-term, theyโll question whether theyโre paying you to work for others. Itโs a lose-lose, so get comfortable managing expectations early and "disappointing peopleโ to win the war over the battle.
And thatโs a wrap on todayโs episode, misfits ๐ซถ๐ผ
As always, Iโm only a message away for thoughts, questions and topic ideas. I read and sincerely appreciate every single poll / email response! Please keep them coming.
Before you go, could you let a girl know what you thought of this issue with the pulse check below? Good intent feedback is always welcome โฌ๏ธ
xo, Neds


