Professional Services Lab

It’s common when managing projects that you need to sign-off with a client. For example, you might need them to approve a mock, document, or decision. Many companies do this with an informal message or verbal acknowledgement. This causes problems later. Who actually signed off on the decision? When? Which exact changes are required? This

Managing any business comes with a lot of moving parts. One of the most challenging is actively and accurately tracking profit and expenses. If you’re still using a messy stack of receipts or a disconnected spreadsheet to track what you spend, you’re likely losing money without even realizing it.  Let’s dive into why tracking expenses

Projects are super important to a service-based business. But the actual intake process can be complicated, usually due to a lack of organization and formal processes.  How do you decide what to take on? How do you make sure you don’t overpromise and underdeliver? The answer is a Project Intake Process, and if you aren’t

When you first start a business, spreadsheets are a great way to stay organized. They are flexible, easy to use, and free. But as your team grows and you take on more clients, relying on spreadsheets to manage your operations usually leads to more work, not less. If you feel like you are spending too

If you’re running a service-based business or managing complex projects, you might be familiar with ‘tab fatigue’. This is when all your requirements are in different places. This means switching tabs to check dates in one tool, update your client via email, log time in another tool, and manually copy data between them all. When

What is a block of hours agreement? A block of hours agreement can be referred to by a number of other terms, such as a block of time, block contract, or prepaid hours agreement. Some client billing agreements involve invoicing upon completion of a project, or on a monthly or other scheduled basis. In most