Am I the only agency still managing clients in a spreadsheet?
I have six retainer clients, an ops person, and somehow I'm still the only one who knows what's happening across all of them. We tried a big CRM last year — my…
Run the business with stronger processes, visibility and capacity.
Practical peer exchange around crm, framed around decisions, evidence, execution and learning.
Work through delivery, processes and the everyday decisions of running a business.
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I have six retainer clients, an ops person, and somehow I'm still the only one who knows what's happening across all of them. We tried a big CRM last year — my…
Three of my four retainer clients are now getting work that isn't in the agreement. Not dramatically — an extra Slack channel here, a Sunday night 'quick…
Automate the things that are the same every time and that you resent doing. Keep the things that are the reason they chose you. Reasonable to automate: the…