Discover the best practices of a proposal follow up email and get a sample of a follow up email you can use after sending a proposal to a client.

You’ve decided to take the leap and start your own virtual bookkeeping business. That’s great, but where do you begin? Learn the basics here.

Discover the best invoicing software for 2023 to streamline your business's billing process, with a special highlight on Copilot's robust features.

Unleash the power of marketing for accounting firms with 10 unique strategies in 2023. Drive growth, boost visibility, and engage your audience.

Having a client portal is a crucial aspect of creating a great customer experience. Here are 10 of the best client portal software and tools right now.

Discover how to craft effective payment reminder emails with our 3 powerful templates and tips, ensuring timely client payments.

Discover the top Moxo alternatives for service businesses in 2023. Streamline your operations with these modern, no-code platforms.

Learn how to invoice clients for services confidently and efficiently with Copilot's billing app. Simplify your invoicing process today!

Discover 10 proven strategies on how to get clients for your marketing agency in 2023. Grow your client base and succeed in the competitive landscape.

Here's a simple client onboarding questionnaire template you can use to set new clients up for success.

Discover the seven best knowledge base software platforms in 2023 to create user-friendly and efficient FAQ pages and self-help resources.

Learn about value-based pricing and how to implement it for your business. We'll share real-life examples of how value-based pricing works.

A client intake form is your first chance to impress a client. Learn how to design client intake forms that will set you apart from your competition.

Master the art of communication with our guide on crafting the perfect meeting request email. Explore our effective templates and real-world examples.

Master the art of successful project management with our detailed guide on creating a project execution plan (PEP) in just 6 easy steps.

Discover the 20 best freelance sites for writers in 2023, offering lucrative opportunities and tips for success in your freelance writing career.

Looking to make the leap to freelance marketing? In this article, we'll go over how to start your freelance business and sign your first client.

Congratulations, you signed a client! Now it's time to learn how to bill a client for the first time (the right way) and start getting paid for your work.

Have you found yourself in a difficult position with a problematic client? In this article, we'll go over how to fire a bad client (the right way).

Looking to recover debt from non-paying clients? In this article, we'll show you six ways how to collect money from clients who won't pay.

Looking for the best SuiteDash alternative? In this article, we'll go over 10 different client portal tools you need to try in 2023.

Learn how to customize the look, feel, and functionality of your white label client portal so you can create a better user experience for your clients.

Looking for the best Hello Bonsai alternative to help you manage your clients, projects, and invoices? Here are five platforms you should check out.

What is an SEO reporting dashboard and how do you create one? In this article, we'll go over everything you need to know about client SEO dashboards.

Learn the benefits of productization and how to productize your services business here.

Can decide to go with Dubsado vs HoneyBook? In this article, we'll do an ultimate teardown of both platforms (and a third) to help you make a decision.

Ready to take the leap and learn how to start a freelance business? In this article, we'll go over how you can get your freelance career started.

Some of the best clients come from personal recommendations. Learn how to ask for client referrals and discover email referral templates you can use.

Creating a great client experience is crucial for your business's reputation. Learn how to create a customer portal that will impress your clients.

We asked the experts for the top 15 questions to ask potential clients to ensure they're a good fit for your business. Here's what they said.

Freelancing is on the rise. Here are 10 best freelance jobs you can start a career in and places you can sign your first client.

Some clients can be a headache. We put together seven ways for how to deal with difficult clients, so you can create great client experience — every time.

Learn how to create an effective value-based pricing strategy to generate more revenue from your productized services.

The best way to tap into word-of-mouth marketing is through client referrals. Asking for referrals directly can be anxiety inducing and time consuming, which is why you need to learn how to secure client referrals without asking.

Customers are the lifeblood of every business. Learn how to communicate professionally with your clients and reduce conflicts as a small agency.

Everything we learned about doing an off-site in a far-away place with a team of 15.

A knowledge base is a must-have for productized businesses looking to scale. This article covers all you need to know about how knowledge bases work.

Learn practical tips to help you improve client management from 7 business experts.

If you want to run an efficient productized agency, you need a knowledge base. Learn more about the benefits of knowledge bases for productized businesses.

In this article, we'll show you a simple step-by-step process for writing effective knowledge base articles, plus templates you can use.

In this article, we share nine different client management systems that will improve your agency-client relationship and help you scale faster.

In this article, we share six simple rule that can help you improve client communication, and boost your agency's performance.

In this article, we will share four tips to help you boost client collaboration for your agency.

In this article, we'll show you how Portal can improve client retention for your agency.

In this article, we'll discuss the benefits of a client collaboration portal for productized services businesses.

Running a small business or managing your customer data as a freelancer is difficult. Often you are trying to save customer profiles in a basic database or within a spreadsheet, both of which aren’t ideal interfaces. The same can be said for contact management software, which can help organize client information but doesn’t always have the email marketing and sales process integration that you may need. Having the right tools to help improve client relationships and be ready for any client enga

Payment processing can be intimidating for small business owners who may not be familiar with the steps involved or its jargon. With a global pandemic that further pushed contact-free transactions, online credit card payments are growing in popularity. From recurring revenue models to more traditional ecommerce, contact-free payments are seen more and more commonly across industries, potentially even among your competitors. Getting on top of the trend before it is too late is crucial to keeping

At the outset of any large project, project managers have the challenging task of organizing team members and creating a strategic plan for completing project objectives. There are many ways that leaders can help lead employees towards planning a cleaner implementation process, such as well-organized Gantt charts, project execution plans, project management software, and other collaboration tools. While there are many project management tools a project team can use to monitor their progress, on

Learn metrics to monitor and tips to improve customer support.

How to transition from a one-time sale model to a recurring revenue model.

Here are tips to help you get the most out of your customer portals.

Learn what you need to know to be a successful client management professional at a marketing agency.

Grow your marketing agency so that you can make a meaningful impact on the world.

Learn about Dropbox alternatives here.

Here are some tips for communicating effectively with clients.

Here's a simple breakdown of the most user-friendly and useful remote work software on the market.

The no-code movement provides a fantastic opportunity for new, fresh ideas to be brought to life.

Learn more about the top 7 file sharing software in 2021.

Take a look at the features and future of today's help desk software here.

Businesses have started tapping into recurring revenue streams, as renewable subscriptions are becoming increasingly popular for both consumers and businesses alike. Subscription businesses benefit from more predictable revenues and cash flow. Similarly, customers have started to invest in products as a service that come with an ability to invest month-to-month rather than locking into a long-term contract or paying a high upfront cost. Many sectors are picking up this business model, from cars

Learn how your business can benefit from client portal software.

Not every client is a good fit. Here's how to fire a client politely without burning a bridge.

Everything You Need To Know

Here are six useful tips for starting a virtual law firm.

Not all eSignature software is created equal. Here are our top picks in 2021.

Few businesses know how to keep their most loyal customers. Here are some tips to help you do so.

In this guide, we'll cover onboarding best practices and break the process down into actionable steps.

What exactly does creating a client management system entail? And why is it so crucial to get it right? Read on to find out.

Learn what features to look for when choosing an accounting client portal to help you scale your accounting business.

Learn how secure file sharing works and how to choose a secure service.

Are you on the fence about using e-signatures, and want to be sure that they’re a safe, hassle-free option?

In the age of Covid, virtual law firms are taking off. Learn about what they are, what benefits they have, and what technologies you should adopt.

Virtual accounting firms are the hot new trend in the accounting world. They run leaner, have better growth channels, and the tools available to them get better every year.

Learn about the best professional services software to prepare your business for 2021.

Giving your clients access to a billing portal can save you time, increase revenues, and improve client relationships.

With a WordPress client portal plugin, you give clients the ability to log in, pay you, message you, share files with you, and more.

Client portal software helps professional service firms manage their clients and grow their business. Learn how client portals work and how to set one up.