Email setup belongs in agency onboarding, not the launch-day checklist
Include sending domains, reply handling and email testing in agency onboarding so configuration issues are found before the launch.
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Client retention: separate lost accounts from lost recurring revenue
Compare client retention with recurring revenue retention to understand the different effects of lost accounts, expansion and contraction.
Read articleA client portfolio audit that produces a useful expansion shortlist
Audit your agency's client portfolio to identify practical expansion opportunities and build a shortlist based on fit, readiness and delivery needs.
Read articleAutomation QA for agencies: test the awkward journeys
Test agency automations against awkward customer journeys, including duplicate bookings, late replies, missing details and changed decisions.
Read articleScope automation support before the first “quick change” request
Set clear boundaries between automation support, maintenance and new project work before small change requests overwhelm delivery capacity.
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