I did (and still do) a lot of things wrong when I started freelancing, but the biggest and most harmful of them all was saying yes to every project that came my way. Whenever this happened, I typically ended up making mistakes, working way too late and being stressed out ALL THE TIME. I would have a small panic attack every time I was out, trying to enjoy my 5 seconds of down time and my phone would ding. I KNEW it was going to be a client with 5 pages of changes, or a "urgent" project.
But the problem was, I didn't know how much I could handle because I didn't have enough data. I didn't have enough experience to know what my limits were. I was constantly looking for some magic tool to help me organize it all. I spent so much time googling ways to organize things and make me more productive (I'm a Gemini but I have a lot of Virgo in my chart 😆). I hired a virtual assistant to help manage my gmail and try to set up some systems but I was still having the same problems - overwhelm, not knowing how much I could handle and not knowing when to say no.
I think I was browsing Reddit one night when someone mentioned Sunsama. I believe this was when Sunsama had just launched and was very new. I tried it and couldn't stick with it for some reason. Then a few months ago, they sent an email talking about some improvements to the app and asking if I wanted to give it another try, so I did. And I am SO HAPPY I did (btw at the time I wrote this post I was not affiliated with Sunsama but they now have a referral program so pls use my link if you sign up!).
For reference I have tried these as project management tools:
- Dubsado (I still use this for invoicing and CRM)
The difference with Sunsama is that you are not replacing any of these tools, you are just using Sunsama to review and manage your workload. All of the apps plug in to Sunsama so you never have to leave the Sunsama interface (one of my favorite parts).
Here's a quick video about how I plan my day with Sunsama:
Want help integrating Sunsama into your workflow? I would love to help! Reach out to me and we can chat about it :)