Are you a Pinterest Manager looking for ways to simplify your workflow and deliver exceptional client results? This blog post outlines five essential tools to help you manage client accounts, streamline your processes, stay organized, and scale your Pinterest Management business with confidence and ease.
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When I first started as a Pinterest Manager, I wasn’t exactly sure what tools I needed. Over time, I discovered a handful of amazing resources that made running my business smoother and less stressful.
Today, I’m sharing my top five tools with you, to simplify your Pinterest Management journey.
My philosophy is simple: less is more.
By keeping things streamlined, you’ll experience less overwhelm, better results, and more enjoyment from your work.
Let’s dive into the five Pinterest manager tools that are must-have!
1. A Password Manager
If you manage multiple client accounts, securely handling passwords can become overwhelming.
A password manager is a secure, simple-to-use password management tool that stores your client’s login details safely.
With a password manager, you won’t need to exchange passwords via email or calls.
Clients can securely share their logins directly through the platform.
It auto-fills passwords for easy access, dramatically reducing login-related hassles.
This tool has significantly reduced login issues, especially when clients are in different countries.
It’s a must-have for stress-free password management.
Password Manager Options:
2. A Design Program (hello pin designs 👋)
As a Pinterest Manager, you’ll create visuals regularly, so an intuitive and easy-to-use design program is essential.
When I began, I used complex software like Corel Draw.
However, switching to Canva significantly simplified my workflow.
Canva is user-friendly, visually appealing, and perfect for creating pin designs and social media graphics.
Canva’s free version offers plenty to get started, and you can create and reuse templates easily. Plus, you can share your designs directly with clients, enabling easy feedback and edits.
Canva simplifies your visual design process, saves time, and enhances collaboration with your clients.
3. Organization Program
Clear organization helps avoid overwhelm and ensures tasks are completed effectively.
Asana is an excellent project management tool to keep client tasks, deadlines, and important documents organized.
With Asana, you can create projects for each client, storing everything from keyword lists to branding guidelines.
Easily upload images, files, and analytics reports directly into tasks.
You’ll spend less time hunting down documents, freeing you to focus on client work.
Asana provides clarity, structure, and peace of mind, making your Pinterest management tasks more enjoyable and less stressful.
I have used the 3 programs below and I love all of them.
I currently use a mix of Notion & Asana.
Organization program options:
4. Payment Processor
Efficient invoicing and secure payments are critical for running a profitable Pinterest Management business.
You might hear about elaborate invoicing and billing software, but initially, simplicity is best.
PayPal and Stripe both offer quick, straightforward solutions to invoice clients and receive payments securely.
Both platforms generate useful reports, helping you track your finances and taxes. They only charge small transaction fees once a payment is made, avoiding unnecessary upfront costs.
Keep it simple to start and upgrade as your business grows.
5. Storage Program
Google Drive is a versatile, easy-to-use storage solution perfect for sharing documents with clients. Most clients already have Google accounts, making file-sharing effortless.
Use Google Drive to manage client contracts, branded images, Pinterest analytics reports, and any resources you regularly share.
Its integration with Google Docs, Google Sheets, and Google Calendar simplifies collaboration further, providing seamless workflow management.
Google Drive helps reduce inbox clutter, simplifies collaboration, and centralizes file storage, making it a perfect fit for Pinterest Managers.
BONUS TOOL: Pinterest Scheduler
How could I not mention Tailwind!!
Tailwind is a powerful Pinterest scheduling tool that can transform your Pinterest management business.
Initially, I manually pinned every day, logging in and out of multiple accounts. This approach quickly became exhausting and unsustainable.
Tailwind allows you to schedule pins efficiently, saving hours of manual work. It distributes pins at optimal times and maintains consistency, directly benefiting your clients’ Pinterest performance. Investing in Tailwind is an investment in your long-term success, helping you manage multiple clients without burnout.
I highly recommend including Tailwind costs in your packages or asking clients to maintain their own accounts. This small investment delivers enormous returns in productivity and client satisfaction.
My Thoughts:
Remember, successful Pinterest management doesn’t mean juggling endless tools.
Simplify your toolkit to only the essentials:
Password Manager
Design Program
Organization Tool
Payment Processor
Storage Solution
BONUS: Tailwind Scheduler
By streamlining your business processes, you free up mental space to focus on delivering results and building lasting client relationships.
Less truly is more, and keeping things simple will allow you to grow your Pinterest Management business with clarity, confidence, and ease.
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