Guides3 pages
Guides
Running an agency.
Keeping track of who is doing what, reviewing the week and moving client work forward with fewer meetings.
In Stack · Your workspace →Questions3 questions
Short answers. Each links to the guide with the detail.
What should a small agency review every week?
Active enquiries, client commitments, blocked work and upcoming capacity. Finish with a short list of decisions and actions, each with an owner and a date.
Read the guide →How do we keep track of who is doing what?
Keep one shared list where every piece of work has a single owner, a next action and a date. Update it as work changes hands and review it weekly.
Read the guide →How do we keep client work moving without more meetings?
Replace status meetings with a short written update and a shared list of open work. Keep meetings for disagreements, complex decisions and sensitive conversations.
Read the guide →
Other topics3 topics
More topics.
5 pagesLead follow-upPractical ways for small agencies to manage enquiries, agree next steps and follow up proposals.5 pagesClient managementKeeping client context, onboarding and handovers clear across a small agency.4 pagesClient portalsDeciding what clients need to see, provide and do in a shared client portal.