A FIELD GUIDE FOR SMALL TEAMS
Software and workflows for small digital agencies.
Practical guides, thoughtful tools, and useful templates for the work behind good client relationships.
START WITH THE WORK
What needs to work better?
Three places to bring a little more clarity to your agency.
THE READING LIST
A good place
to begin.
Practical ideas you can take into your next client project.
All workflowsClient Onboarding Checklist for Small AgenciesA practical client onboarding checklist for small digital agencies, with owners, deadlines, handoff rules, and a reusable template.A Practical Client Reporting Workflow for Small AgenciesA practical process for reporting progress, explaining context and agreeing on next steps.A Client Approval Workflow for Agency ContentA clear way to collect feedback, confirm approval and hand off client content.
SOFTWARE GUIDES
Choose tools with clarity.
Compare tools against the work your agency needs to do.
All software guidesContent Approval Software for Small Agency TeamsChoose a client content approval process for social posts, visual files, and recurring agency requests, with a version and permission checklist.SEO Client Reporting Tools for Small AgenciesA practical guide to SEO client reporting tools, with a common test scenario and the pricing units small agencies must compare.
MADE TO BE USED
Less blank page.
More momentum.
Start with a practical template, then make it your own.