What Project Management Tool Matches Your Brain (and Business)?

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Quiz Questions

1.
When planning your week, you...
- A.
  Need to see it all laid out visually, or I’ll forget everything.
- B.
  Keep a running to-do list and check things off as I go.
- C.
  Use a task list tied to client projects — structure keeps me sane.
- D.
  Wing it until the day smacks me in the face.
2.
Your ideal workspace is...
- A.
  Color-coded, visual, and drag-and-drop friendly.
- B.
  Organized chaos, I know where everything is (even if it doesn’t look like it).
- C.
  Clean and checklist-focused. I like ticking things off.
- D.
  Aesthetic AND functional, give me a custom dashboard over cluttered tabs any day.
3.
Templates make you feel...
- A.
  RELIEVED. Give me all the plug-and-play.
- B.
  Inspired, I like to tweak them to make them mine.
- C.
  A little bored. I want to build things that work exactly how I think.
- D.
  Wait, what’s a template?
4.
You’re onboarding a new client. What’s your dream setup?
- A.
  A visual checklist that I can copy every time.
- B.
  A fully automated sequence that assigns tasks and sends reminders.
- C.
  A workspace that both me AND the client can use easily.
- D.
  I’m still sending emails and hoping they follow along. Help.
5.
You mostly work...
- A.
  Solo, but I want to grow.
- B.
  With a small team or contractors.
- C.
  With a mix of team + clients, I need flexibility.
- D.
  Just me, and my brain is at max capacity.
6.
Your relationship with tech is...
- A.
  As long as it looks good and works, I’m in.
- B.
  I love playing with new tools, but I need support when things break.
- C.
  I want simple, reliable, and done.
- D.
  I feel like I’m always 1 update away from losing everything.
7.
When you think “project management,” you really want...
- A.
  A visual overview that helps me stay on track.
- B.
  One tool to rule them all, task lists, automations, the works.
- C.
  Something I can personalize and organize my way.
- D.
  Someone to set it up for me, honestly.

Quiz Outcomes

1.
Trello: The Visual Flow Master
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You got Trello! 🎉 You think in color, movement, and Post-it notes. You need a system that’s as visual as you are — simple, drag-and-drop, and totally customizable. Trello is like a digital whiteboard that helps you keep your ideas, tasks, and timelines in one place. Bonus: it grows with you as your business does.Why Trello works for you:Handles clients, tasks, and operations all in oneYou can automate a lot of your adminFeeds your inner organizer (without forcing you into a box)3 Tips for Choosing a Project Management Tool1. Ask “Which one is best for MY business?”You can find PM Tool comparisons all over the internet. But, what those comparisons won’t tell you is which PM Tool is best for YOUR business.Start by making a list of what you need your PM Tool to do for you. Jot down the must-haves versus the nice-to-haves. Consider your budget. Are there setup and annual recurring fees? Also, consider the cost, both time and money, of getting your team and your systems working in the new PM Tool.Once you’ve got your list, take a look at those handy comparison charts you found. You’ll quickly see which PM Tool is right for you. It’ll be the one that checks all the boxes on YOUR list!2. Choose the right size PM Tool for your business.Choosing the right size PM Tool for your business is kind of like choosing a cute outfit for your friend’s new baby.If you get an outfit that fits right now, it’ll be too small in a few weeks. If you get one too many sizes too big it won’t get worn. Because by the time it fits, your friend will have forgotten all about it. The trick is to get something they can wear as they grow into it.The same goes for selecting your project management tool. Choose one with features you’ll need for the next 3-5 years as you grow your business. And when you’ve maxed out those features, you’ll have the resources to level up again.3. Take your top 3 choices for a test run.You’ve made a list and shortlisted your best options. It’s time to take your top 3 contenders for a test run. Sign up for their free trials and block out some time on your calendar to try them out. Check out your must-have features of each project management tool. Make notes about what you liked and didn’t like.Weigh the pros and cons and narrow it down to two choices. Choose the PM Tool that gives you all your must-haves and the most nice-to-haves from your list.Finally, to confirm your choice, imagine your future self using that Project Management Tool as your business grows over the next 3-5 years. If you enjoyed using it now and can see how it will meet your business needs as you grow, you’ve got your winner!Hi👋, I’m Melissa Rich!I’m a systems and workflow specialist that helps creative business owners get more of their time back by implementing workflows and automations into their CRMs and project management tools to take care of the day-to-day tasks that stress them out so they can fall back in love with their businesses, spend less tiem behind their laptops, and devote themselves to their craft.Looking for some quick wins with your Project Management Tool?1. Check out my Free Resources page. Get access to free resources like my Workflow Building Workbook, and Busy Season Checklist to help you get your systems in tip-top shape! 2. Follow me on Instagram. Follow me for regular tips and tricks on using your Project Management Tool for consistent business growth.3. Hop on a free 15-minute discovery call with me! We’ll chat about your business needs and growth goals. You’ll leave the call with greater clarity about which Project Management features should be on your must-have list.And be sure to check your inbox, because I’ll be sending these results your way, as well as how to get a few quick wins in your new Project Management tool!
2.
Asana: The Checklist Queen's Dream
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You got Asana! 🙌 You love a list. You love a due date. You love knowing exactly what to do, and when. Asana is clean, reliable, and structured, without overwhelming you with too many bells and whistles. If you're craving something that feels easy and actually keeps you organized, this one's for you.Why it works for you:Great for task-based workflows and repeatable processesIntegrates with tools you’re probably already usingPerfect for service providers who crave simplicity3 Tips for Choosing a Project Management Tool1. Ask “Which one is best for MY business?”You can find PM Tool comparisons all over the internet. But, what those comparisons won’t tell you is which PM Tool is best for YOUR business.Start by making a list of what you need your PM Tool to do for you. Jot down the must-haves versus the nice-to-haves. Consider your budget. Are there setup and annual recurring fees? Also, consider the cost, both time and money, of getting your team and your systems working in the new PM Tool.Once you’ve got your list, take a look at those handy comparison charts you found. You’ll quickly see which PM Tool is right for you. It’ll be the one that checks all the boxes on YOUR list!2. Choose the right size PM Tool for your business.Choosing the right size PM Tool for your business is kind of like choosing a cute outfit for your friend’s new baby.If you get an outfit that fits right now, it’ll be too small in a few weeks. If you get one too many sizes too big it won’t get worn. Because by the time it fits, your friend will have forgotten all about it. The trick is to get something they can wear as they grow into it.The same goes for selecting your project management tool. Choose one with features you’ll need for the next 3-5 years as you grow your business. And when you’ve maxed out those features, you’ll have the resources to level up again.3. Take your top 3 choices for a test run.You’ve made a list and shortlisted your best options. It’s time to take your top 3 contenders for a test run. Sign up for their free trials and block out some time on your calendar to try them out. Check out your must-have features of each project management tool. Make notes about what you liked and didn’t like.Weigh the pros and cons and narrow it down to two choices. Choose the PM Tool that gives you all your must-haves and the most nice-to-haves from your list.Finally, to confirm your choice, imagine your future self using that Project Management Tool as your business grows over the next 3-5 years. If you enjoyed using it now and can see how it will meet your business needs as you grow, you’ve got your winner!Hi👋, I’m Melissa Rich!I’m a systems and workflow specialist that helps creative business owners get more of their time back by implementing workflows and automations into their CRMs and project management tools to take care of the day-to-day tasks that stress them out so they can fall back in love with their businesses, spend less time behind their laptops, and devote themselves to their craft.Looking for some quick wins with your Project Management Tool?1. Check out my Free Resources page. Get access to free resources like my Workflow Building Workbook, and Busy Season Checklist to help you get your systems in tip-top shape! 2. Follow me on Instagram. Follow me for regular tips and tricks on using your Project Management Tool for consistent business growth.3. Hop on a free 15-minute discovery call with me! We’ll chat about your business needs and growth goals. You’ll leave the call with greater clarity about which Project Management features should be on your must-have list.And be sure to check your inbox, because I’ll be sending these results your way, as well as how to get a few quick wins in your new Project Management tool!
3.
ClickUp: The All-in-One Overachiever
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You got ClickUp! 🚀 You like structure, color-coding, and a LOT of options. You’re ready for a tool that can handle your growing business, your 57 ideas, and your dream of automating everything. ClickUp has features for days, and it shines for people who love dashboards, timelines, and scaling smart.Why it works for you:Handles clients, tasks, and operations all in oneYou can automate a lot of your adminFeeds your inner organizer (without forcing you into a box)3 Tips for Choosing a Project Management Tool1. Ask “Which one is best for MY business?”You can find PM Tool comparisons all over the internet. But, what those comparisons won’t tell you is which PM Tool is best for YOUR business.Start by making a list of what you need your PM Tool to do for you. Jot down the must-haves versus the nice-to-haves. Consider your budget. Are there setup and annual recurring fees? Also, consider the cost, both time and money, of getting your team and your systems working in the new PM Tool.Once you’ve got your list, take a look at those handy comparison charts you found. You’ll quickly see which PM Tool is right for you. It’ll be the one that checks all the boxes on YOUR list!2. Choose the right size PM Tool for your business.Choosing the right size PM Tool for your business is kind of like choosing a cute outfit for your friend’s new baby.If you get an outfit that fits right now, it’ll be too small in a few weeks. If you get one too many sizes too big it won’t get worn. Because by the time it fits, your friend will have forgotten all about it. The trick is to get something they can wear as they grow into it.The same goes for selecting your project management tool. Choose one with features you’ll need for the next 3-5 years as you grow your business. And when you’ve maxed out those features, you’ll have the resources to level up again.3. Take your top 3 choices for a test run.You’ve made a list and shortlisted your best options. It’s time to take your top 3 contenders for a test run. Sign up for their free trials and block out some time on your calendar to try them out. Check out your must-have features of each project management tool. Make notes about what you liked and didn’t like.Weigh the pros and cons and narrow it down to two choices. Choose the PM Tool that gives you all your must-haves and the most nice-to-haves from your list.Finally, to confirm your choice, imagine your future self using that Project Management Tool as your business grows over the next 3-5 years. If you enjoyed using it now and can see how it will meet your business needs as you grow, you’ve got your winner!Hi👋, I’m Melissa Rich!I’m a systems and workflow specialist that helps creative business owners get more of their time back by implementing workflows and automations into their CRMs and project management tools to take care of the day-to-day tasks that stress them out so they can fall back in love with their businesses, spend less tiem behind their laptops, and devote themselves to their craft.Looking for some quick wins with your Project Management Tool?1. Check out my Free Resources page. Get access to free resources like my Workflow Building Workbook, and Busy Season Checklist to help you get your systems in tip-top shape! 2. Follow me on Instagram. Follow me for regular tips and tricks on using your Project Management Tool for consistent business growth.3. Hop on a free 15-minute discovery call with me! We’ll chat about your business needs and growth goals. You’ll leave the call with greater clarity about which Project Management features should be on your must-have list.And be sure to check your inbox, because I’ll be sending these results your way, as well as how to get a few quick wins in your new Project Management tool!
4.
Notion: The Creative Control Freak
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You got Notion! 💡 You’re a builder. You want a dashboard that’s both beautiful and functional. Notion lets you design your own workspace down to the pixel, so your creative brain feels at home. It’s perfect for business owners who need structure and flexibility, especially if your ideas don’t fit in boxes.Why it works for you:Fully customizable layouts and viewsIdeal for multi-passionate creativesAesthetic AND powerful (finally!)3 Tips for Choosing a Project Management Tool1. Ask “Which one is best for MY business?”You can find PM Tool comparisons all over the internet. But, what those comparisons won’t tell you is which PM Tool is best for YOUR business.Start by making a list of what you need your PM Tool to do for you. Jot down the must-haves versus the nice-to-haves. Consider your budget. Are there setup and annual recurring fees? Also, consider the cost, both time and money, of getting your team and your systems working in the new PM Tool.Once you’ve got your list, take a look at those handy comparison charts you found. You’ll quickly see which PM Tool is right for you. It’ll be the one that checks all the boxes on YOUR list!2. Choose the right size PM Tool for your business.Choosing the right size PM Tool for your business is kind of like choosing a cute outfit for your friend’s new baby.If you get an outfit that fits right now, it’ll be too small in a few weeks. If you get one too many sizes too big it won’t get worn. Because by the time it fits, your friend will have forgotten all about it. The trick is to get something they can wear as they grow into it.The same goes for selecting your project management tool. Choose one with features you’ll need for the next 3-5 years as you grow your business. And when you’ve maxed out those features, you’ll have the resources to level up again.3. Take your top 3 choices for a test run.You’ve made a list and shortlisted your best options. It’s time to take your top 3 contenders for a test run. Sign up for their free trials and block out some time on your calendar to try them out. Check out your must-have features of each project management tool. Make notes about what you liked and didn’t like.Weigh the pros and cons and narrow it down to two choices. Choose the PM Tool that gives you all your must-haves and the most nice-to-haves from your list.Finally, to confirm your choice, imagine your future self using that Project Management Tool as your business grows over the next 3-5 years. If you enjoyed using it now and can see how it will meet your business needs as you grow, you’ve got your winner!Hi👋, I’m Melissa!I’m a systems and workflow specialist that helps creative business owners get more of their time back by implementing workflows and automations into their CRMs and project management tools to take care of the day-to-day tasks that stress them out so they can fall back in love with their businesses, spend less time behind their laptops, and devote themselves to their craft.Looking for some quick wins with your Project Management Tool?1. Check out my Free Resources page. Get access to free resources like my Workflow Building Workbook, and Busy Season Checklist to help you get your systems in tip-top shape! 2. Follow me on Instagram. Follow me for regular tips and tricks on using your Project Management Tool for consistent business growth.3. Hop on a free 15-minute discovery call with me! We’ll chat about your business needs and growth goals. You’ll leave the call with greater clarity about which Project Management features should be on your must-have list.And be sure to check your inbox, because I’ll be sending these results your way, as well as how to get a few quick wins in your new Project Management tool!