Paul Wilson Two weeks ago we shipped Profit Tracking with Fixed Fee, Hourly, and Non-billable billing types. Today we’re adding the remaining two pieces. 📅 Retainer billing If you run clients on a monthly retainer, you can now track profitability the same way you actually bill. Open any project, go to the Profit tab, and choose Retainer … Read more
You did the work. The client hates it. Not because the work was bad. Because they had a picture in their head that was never written down, never discussed, never turned into a shared definition of success. And now you’re on revision round four of a project that was supposed to wrap three weeks ago. … Read more
You just signed a new client. The contract is in, the Slack messages are flying, and your team is excited. Then three weeks later, nobody knows who owns what, the client is already frustrated, and you’re scrambling to look organized. That gap between “signed deal” and “smooth working relationship” is where most agency client relationships … Read more
You’re winning clients but barely breaking even. Or worse, you’re profitable on paper but your team is grinding through unscoped work at 11 p.m. because the pricing model doesn’t account for how the work actually gets delivered. The pricing model you pick shapes everything: your cash flow, your margins, your client relationships, and whether your … Read more
A professional service agreement (PSA) defines the rules of engagement between your agency and every client you take on. Get it right, and you have a document that prevents scope creep, guarantees payment, and gives you legal ground to stand on when things go sideways. Most agencies use a generic contract they found online, swap … Read more
A communication plan template is a structured document that defines who communicates what, to whom, through which channel, and when. It prevents the miscommunication that causes missed deadlines, scope creep, and unhappy stakeholders. Most templates you will find online are built for large enterprises launching internal initiatives across hundreds of people. They are 10-page Word … Read more
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