Managing a Book of Business with Coda

Keep track of all your client tasks, meetings, and upcoming renewals with Coda

Casey Roberts

Being in a customer-facing role, I’m always looking for efficient ways to keep track of all the moving parts happening across all of my accounts. I’ve tried multiple tools - such as AirTable and Evernote - to manage my clients, but nothing has worked quite as well as Coda. As an all-in-one doc, Coda gives me the ability to take long-form notes, while still having access to tables to track tasks, meetings, and renewal dates

This Coda doc makes it easy to have a high level view of all your clients, know who you have meetings scheduled with and who you don’t, and keep on top of the deliverables you owe your clients. I hope you find it as helpful as I do in managing your day to day.