How to Juggle Multiple Clients as a Solopreneur

Create systems to streamline your work.

Anna Burgess Yang
5 min readAug 3, 2024
pop art illustration of notebooks, checklists, and calculators
Image created via Midjourney

Most of my client work consists of ad hoc assignments.

This wasn’t my original business model. Retainers were far more alluring with their promise of steady income. However, I’d lost my job at a marketing agency and needed income, so I was willing to take one-off assignments. I quickly realized that ad hoc work was an easy “yes” from clients. Now, it’s the primary structure of my client work.

I’m typically juggling about ten clients at once. Four provide me with a fairly regular stream of work, and the other six pop in and out. Because my work is ad hoc, I’m also frequently onboarding new clients.

I believe ad hoc work is a viable business model for solopreneurs, but it requires more project management on your end to make it all happen.

Here are the ways I’ve created a streamlined process for myself and for my clients.

Organizing Client Information

When a new client signs an agreement with me, one of the first things I do is prep for work to begin. I use Airtable to keep track of my clients’ information, but a tool like Notion or something similar would also work. Basically, you need a centralized “hub” for everything related…

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Anna Burgess Yang

Freelance Writer. Operations Advice for Solopreneurs. Career pivots are fun. 🎉 https://start.annabyang.com/