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How do you manage client campaign requests without drowning in emails and spreadsheets?
Posted by on September 8, 2025 at 10:34 pmI’ve noticed a lot of PPC managers still juggle client requests through emails, Slack, random Google Docs, and then try to piece it all together. It works, but it can get messy fast especially when clients want proof of work or visibility reports.
I’ve been experimenting with ways to simplify that process, like having a central “client portal” where campaigns, approvals, and proof live in one place. Curious how others here handle it:
- Do you keep everything in spreadsheets and email threads?
- Do you push clients into project management tools (Trello, Asana, ClickUp)?
- Or do you have a dedicated system just for campaign submissions and reporting?
I’d love to hear what’s working (or not working) for you. Always trying to learn better ways to keep clients happy without getting buried in admin.
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1 Reply
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Shared status dashboards and Looker Studio mainly. Trick is also to not overwhelm clients with too much data and reporting. Always a balance.
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At a certain scale you need a project management tool like ClickUp, or something like Trello to keep tracking of everything. Email is great for comms but should not be how one manages projects day to day.
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I use a google dog as a status sheet to manage projects…..even line items to get back to clients….and that works fine.
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