Blog

Clients & sales

Winning clients, onboarding them and keeping them happy.

Cover graphic for 12 discovery call questions in four groups: the problem, success and money, who decides, working together

Clients & salesOct 19, 2026

Discovery call: 12 questions that save you from bad projects

Twelve discovery questions in four groups, each with the red flags that signal a project to price carefully or decline. Includes a 45-minute call plan.

Read article

Cover graphic for a client onboarding checklist: before day one, day one, week one and month one

Clients & salesOct 15, 2026

Client onboarding checklist for agencies

A client onboarding checklist for agencies, grouped into day one, week one and month one, with owners, a time budget and what to hand over from the sales process.

Read article

Free plan available

Ready to run it all in one place?

Projects, clients, time tracking and invoicing in one platform.

Start for free Watch the demo