Moving a Client From Project-Based to Retainer
How to convert successful project clients to ongoing relationships. Positioning, pricing models, and conversation frameworks that work.
Tips, guides, and updates on task management, productivity, and working across multiple tools.
How to convert successful project clients to ongoing relationships. Positioning, pricing models, and conversation frameworks that work.
Scope creep kills margins. Here's the exact system successful agencies use to prevent clients from asking for more than you quoted.
Small agencies can't compete on salary with big companies. Culture, autonomy, and growth are your retention advantages.
Running an agency is stressful. Prevent burnout before it happens by setting boundaries and systems.
How you end a project matters as much as how you start it. This post covers processes that generate referrals.
How to run effective retrospectives at agencies with templates and facilitation strategies.
Several agencies have successfully adopted four-day weeks. This post examines the operational changes required and the results.
Agile sprints explained in plain language for agencies and freelancers who work with technical teams.
You want consolidation. Your clients don't. Here's why the structural constraint is real and how to work with it instead of against it.
Hire too early - You go broke. Hire too late - You burn out. Here's the signal to know when it's time.
A personal experiment documenting every single time the author switched between PM tools, with surprising findings.
MVP explained with examples relevant to agencies and freelancers who build digital products.
Value-based pricing means charging based on value delivered, not hours worked. It's better for clients and agencies.
Giving clients access to your project management tool can be great or terrible. Learn best practices for seamless client access.
Standups, sprint planning, retrospectives, and all-hands. This post covers meeting cadences that work for small agency teams.
The definitive three-way agency comparison - Pricing, client management, time tracking, and real workflows side by side.
Moonlighting strategies for people building their freelance business while still employed full-time.
Milestones explained with examples of how to set them and track progress against them.
Teamwork was built specifically for agencies. Does that make it better than Asana for client-facing work?
A plain-language explanation of Gantt charts with practical guidance on when they help and when they're overkill.
The $50k/year generalist agency is dead. Success now requires specialization or scale.
Scheduling, handoff processes, and communication strategies for teams spread across multiple time zones.
Strategies for taming notifications across Slack, email, PM tools, and messaging apps without missing important things.
A curated list of tools and workflows specifically for consultants juggling multiple client engagements with different PM requirements.