The Sales-to-Account Handoff Sheet We Recommend for Small Agencies
A one-page internal template that prevents account managers from re-asking clients questions sales already answered.
Read article →Field Notes
Practical writing for agency operators who manage client relationships from signed contract through first delivery.
Why Agency Kickoff Meetings Run Long (and How to Shorten Them)
Kickoff calls often balloon because agencies try to cover intake, creative direction, and timeline in one sitting. Here is a tighter structure.
Read article →
Five Questions to Ask Before Your Agency Sends a Welcome Email
A short checklist account managers can use to make sure the first client communication actually sets up the kickoff — not just says hello.
Read article →