The end of the year is quickly approaching and you might be reflecting on the goals you set for yourself. What were they? Increased profits? Increased efficiency and productivity? Better client and team communication? Implementing SOPs? If any (or all) of these were goals you set for yourself, …
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What You Need in a Project Management Tool: Features Your Software Should Have
As a business owner, you know the things that are critical for success. You need to deliver an amazing client experience. You need to stay on task, on track, and on budget. You need to invest in you, your company, and your team to achieve growth. Initially, this all seems so simple and …
Using Your Project Management Tool to Track Leads and Referrals
Yes, we all know that your project management tool is designed to manage projects. From onboarding to offboarding and everything in between, I’m constantly telling business owners that their project management tool is to be the hub for everything related to client work. But the right project …