Guides
Practical answers for small agencies: following up leads, onboarding and updating clients, client portals, and keeping the inbox and calendar in one place.
Client management
Keeping client context, onboarding and handovers clear across a small agency.
- How to hand over an agency client without losing contextA useful agency client handover gives the next owner the agreed scope, current status, key decisions and next actions in one place. Review it together, confirm who owns the relationship and tell the client what changes.Published 29 September 2026
- An agency client onboarding checklist you can reuseOnboard a new agency client by confirming the agreed work, naming decision-makers, collecting the essential inputs and setting the first milestone. Give every action an owner and date, and make clear what the client needs to do next.Published 29 September 2026
Client portals
Deciding what clients need to see, provide and do in a shared client portal.
Lead follow-up
Practical ways for small agencies to manage enquiries, agree next steps and follow up proposals.
Running an agency
A practical routine for reviewing client work, deadlines, outstanding decisions and ownership.