Drowning in client demands? Discover how to transform chaos into control with battle-tested strategies for managing massive portfolios.

Learn to ruthlessly prioritize accounts, automate communications with AI, set unshakeable boundaries, and carve out space for proactive growth—even with 100+ clients.

Highlights

(Key strategies with timestamps)

• (0:00 ) Prioritization Revolution: Why treating all accounts equally is impossible—and how to create your own segmentation (e.g., "Squeaky Wheels," "Ghosts," "Overachievers").
• (1:40 ) The Matrix Method: Implement an urgent/important framework to conquer your task list and inbox chaos.
• (5:33 ) Communication Cadence: Set contact rhythms (weekly calls, bi-weekly emails) matched to client value and risk.
• (7:43 ) Template Powerhouse: Standardize emails with tools like TextExpander—save hours weekly.
• (8:38 ) AI Rescue Squad: Use LLMs to polish messages in seconds.
• (10:10 ) Boundary Bootcamp: Train clients to respect response windows (e.g., "Urgent? 24h. Non-urgent? 72h.").
• (14:57 ) Tech Stack Magic: Leverage CRM integrations + Fathom.ai for automated meeting notes and follow-ups.
• (17:29 ) Proactive at Scale: Schedule annual reviews, blast industry insights via mail merge, and use Inoreader for trend-spotting.

Resource

(Note: Book link uses Amazon affiliate; others are direct tool links)

• Prioritization Mastery: First Things First by Stephen Covey—the classic guide to focusing on what truly moves the needle (not just what’s loudest). Get the Book
• Template Turbocharge: TextExpander—store reusable email snippets and slash typing time by 50%+. Try Free
• AI Meeting Ally: Fathom.ai—automatically records, transcribes, and summarizes calls + sets follow-ups. Install Free
• AI Writing Wingman: HARPA.ai—Chrome extension that rewrites emails, generates replies, and researches the web hands-free. Get HARPA
• Trend Radar: Inoreader—aggregates industry news/blogs so you can share insights without the hunt. Start Curating

Your Next Steps

(Start today—small wins compound)

1. Segment Ruthlessly: Label 5 "Squeaky Wheel" accounts vs. 5 "Ghosts"—adjust attention immediately.
2. Build Your Template Library: Create 3 email templates for common requests (e.g., project updates, meeting scheduling).
3. Set Response Windows: Add this to your email signature: "I respond to non-urgent queries within 48h."
4. Automate One Meeting: Try Fathom.ai on your next client call—no notes needed.
5. Schedule Quarterly Touches: Block one hour monthly to share industry news with high-potential clusters.

From Reactive to Strategic

• LinkedIn Action Prompt: Share one boundary you've set this week to reclaim time—tag Warwick (@warwickbrown) when you do.
• Master High-Volume Portfolios: Join The KAM Club for custom prioritization frameworks, AI automation playbooks and proactive engagement blueprints.

Stop drowning in accounts. Start swimming in opportunity. 🌊➡️🌅