Pricing, time, margin, reporting and tooling, written for owners and operators with the direct answer up top.
A practical method for pricing drawdown retainers by department, setting the overage rule, and measuring the servicing gap so the retainer stays profitable.
Why time tracking fails in agencies, and the six settings that make it stick: rounding, notes, approvals, locks, targets and visibility.
Why the standard profitability report overstates revenue and hides idle time, and how to compute real margin from contracted revenue and absorbed cost.
The checklist for reports that look like they came from your agency: domain, fonts, colours, footer, email identity, and the metrics that must never be overwritten.
The order to migrate CRM, time and billing data, how to dry-run an import, and what to keep read-only until you are sure.
