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 …
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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 …
Take Control of Your Business
Are you running your business? Or is your business running you? When you started your business, it may have been just you - and everything probably seemed well within your control. You handled everything from marketing to client onboarding to delivering a stellar client experience to making sure …