Blog
CRM best practices for service businesses: getting paid, scoping work, running an agency and choosing the tools.
Client profitability analysis: for agencies
How to calculate client profitability, what to track each month, what a healthy agency margin looks like, and what to do with clients that lose money.
Getting paid · 5 min readCRM pricing: how vendors charge and how to compare
How CRM vendors price: per seat, tiers, add-ons, seat minimums, annual contracts and the costs that never reach the price page. Compare offers properly.
Choosing a CRM · 5 min readMarketing agency tech stack: what you need
The tools a marketing agency actually needs, by team size, how many is too many, and how to consolidate tools and cut SaaS spend without losing anything.
Running an agency · 5 min readOverdue invoices: how to chase and get paid
A plain process for overdue invoices: when to send each note, what to write, when to stop work, and how to invoice so fewer of them turn up unpaid.
Getting paid · 6 min readRetainer management software: what it should do
How to structure, price, track and bill a monthly retainer, what retainer management software should do, and a retainer agreement template to adapt.
Getting paid · 5 min readScope creep: what it is and how to stop it
What scope creep is, why it happens on agency projects, and how to stop it with a clear scope, a change order and a fixed number of revision rounds.
Scoping work · 5 min readStatement of work template: one you can copy
A statement of work template for agencies and consultants: the sections it needs, what to write in each, and the clauses that stop scope disputes.
Scoping work · 5 min read
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