Agencies: Run Client Delivery on One System
Agencies lose margin in the gaps between sales, delivery and reporting. Here is how to close them with projects, sprints and a linked CRM.
Most agency margin leaks between tools. Sales promises something. Delivery learns about it later. Reporting is assembled by hand.
Link the deal to the work
When a deal is won, start a delivery project from it. Tasks, owners and dates live in one place, and the project’s percent complete rolls up from its tasks.
Plan in sprints
One-day, one-week or two-week sprints, with a board, burndown and velocity. A retrospective turns what to change into new tasks.
Keep brand consistent
Set your colours once in the brand kit. The standard document templates use them, and you can change them for a single document when you need to.
A note on white-label
White-label is available on request. It is set up per client, not included as a standard plan feature.
First step
Take your busiest client. Move their open work into one project with named owners and dates.
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