1.1 · Clients

Give every client one home

Problem

Your client’s files are spread across email, Slides and bookmarks.

Steps

  1. Add a note called Client home: Tidewell. Write the goal, dates, main contact and who signs off.
  2. Open the scope, kick-off deck and shared folder. Link each one to the note with the browser extension.
  3. Tag the note #Tidewell.

Test Could you start a client call after one minute on this note?

Result One note per client, not five tabs.

Up next · 1.2

See every client in one view

You move between clients without losing track.

Back to the startBack to Clients

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Want to try it yourself first?

No setup project and no commitment. Use Humble with your next client and see whether having your people, notes and plan in one place makes the work easier to hold.

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