Managing multiple accounts is something that scares the majority of salespeople.

For longevity and consistent income, it's essential to have more than one client.

As commission only, we ride the waves of the offer we're on.

If they slow, marketing changes, they get shut down, our income directly reflects this.

By working with several clients, you insulate yourself from these peaks and troughs. When one company slows, you open more hours to another.

If one company closes abruptly, you have others to fall back on. No more panicking, scrambling to find another offer.

Unfortunately, the majority of salespeople will never do this.

 
They just don't know how.

• Changing between them must be confusing.
• It seems so complicated.
• Offer owners tell you that you won't be able to focus on two at once.
• Calendar conflicts must happen all the time.

If you have the right systems in place, it's easy.

You can take calls with 4 different offers in one day. It's the exact same as you could speak to 4 people about different topics in the one day.

Here's how I manage it.

Step 1: Set up a sales gmail/Google account.

An example of this [email protected]

This is the hub for all your calendars.

On the left hand side about half way down, you'll see the 'Other calendars' section.
Click 'Subscribe to a calendar' and follow the prompts. Do this for every client you work with.

What you'll see is all calendar events appear in the one place.

It will colour code each offer so you can clearly see the difference at a glance.

Do the same on your phone. Download the Google Calendar app, log into all accounts, everything will be there.

You will also save all your scripts, notes, regularly used bookmarks on this account. I'll explain later.

 Step 2: Set up a new user account for every client on your computer.

As soon as you start with a new client, create a separate user account and log in.

After the first time, set up is a breeze as all the apps you use are already downloaded.
When you need to switch between clients: Lock screen, switch user, start call.

Step 3: Buy Keeper & Dropbox Premium

Keeper:

This one app has saved me massive amounts of time and frustration.

If you're working with multiple accounts, you have a heap of passwords. Setting them up, remembering them, scrambling to find them if you're logged out for any reason. It can be a nightmare.

This has a Chrome plugin that auto generates passwords and remembers them. Your credentials and your clients information isn't at risk of being leaked.

It also makes onboarding possible in 15-20 minutes vs a couple of hours.

It goes between all your accounts and browsers.

The best part - you only need to remember a single password.

DropBox:

I tried to get around paying for another cloud storage service.
I wish I'd just done this from the beginning.

Dropbox goes between each user account seamlessly.

It appears on the sidebar of Finder as any other drive would. 

It backs everything up.

Sharing anything takes a few seconds.

It also doesn't matter which user you're logged into, you can continue non-sales related activity as if you hadn't changed accounts.

Step 4: Calendar conflicts

No matter who you work with, they will have calendar management software.

Calendly, Go High Level, OnceHub.

First, set up your available hours.

Always limit to 2-3 hours per day for the first week. If you haven't screened the account properly, your calendar could get stacked with bad leads for week in advance.

Next, go to calendar connections, enter the logins to all other calendars which will take 2 minutes using Keeper.

If you ever have to block out time where you can't take calls, you only have to put it in your sales Google Calendar.

You'll never be double booked again.

 Step 5: Have dual screens. Your sales Google account on the main, the client on the secondary.

On the main screen (the one with the webcam), you'll have your sales Google account logged in.

This Google account is the hub.

All your scripts, socials and income tracking should be bookmarked there.

No matter which user account you're logged into, this stays the same.

Go to Settings > On Startup > Continue where you left off.
Everything will be good to go right away. 

On the secondary monitor, have the client account logged in. Stripe, CRM, everything is on this screen ready.

How does this look in action?

First thing in the morning, check your Google Calendar app. 

Log into the user account on your computer with the earliest call of the day. 

CRM, Slack, your sales Google Account with all your regular bookmarks auto opens where you left it. 

Anything that needs authentication - Keeper auto-fills.

Do your confirmations. 

Lock screen - log into the next user account.

Repeat. 

As soon as you finish a sales call with one client - switch user and start a call with another. 

This changeover takes less than 10 seconds to be ready. 

Action Steps

This isn't something that comes together quickly. 

It takes time to set up each step and get comfortable.

Start by creating a sales gmail today and connect it with other calendars.

Following that, every week implement an additional step.

I've used this to manage up to 4 different accounts at the same time with 0 errors. 

You can do the same.