Client Flow Checklist
Track each client through your pipeline
How to Use
- 1Add clients as they enter your pipeline. Each client gets their own card with stages to track. You define what stages matter for your workflow.
- 2Check off stages as you complete them. Visual progress shows exactly where each client stands. No more "wait, did I send that proposal?"
- 3Set deadlines for accountability. Optional due dates help you notice when a client has been sitting too long. No guilt, just visibility.
- 4Archive when complete. Finished clients move out of your active view, keeping your pipeline clean and focused.
Why This Helps ADHD Brains
ADHD brains struggle with context-switching costs. Every time you jump between clients, you lose track of where you left off. Traditional CRMs add cognitive load with complex interfaces and endless fields, the opposite of what you need when working memory is already stretched thin.
This checklist externalizes your client state into a glanceable format. Instead of holding "where was I with Client X?" in your head, you see it instantly. The visual progress cues reduce the anxiety of forgotten follow-ups and make it easy to pick up exactly where you left off, even after interruptions.
When Client Tasks Feel Overwhelming
The Client Flow Checklist tracks where clients are in your pipeline. But sometimes individual stages contain tasks that feel too big to start: "prepare the proposal" or "finish the deliverable" can trigger task paralysis when you don't know where to begin.
If you find yourself stuck on the work within a stage, Doable helps break those overwhelming tasks into small, startable steps with AI-powered decomposition. Use Client Flow to track the journey, Doable to actually move through it.