Teams | Collaboration | Customer Service | Project Management

How to Optimize Your Agency Sales Process: Lessons From Six-Figure Agencies

Building off a founder’s network and relying on inbound sales can help your agency grow at the start. But it’s not a sustainable long-term approach. We talked to Friday Solved founder Ryan Hall about his approach to scaling sales. With over 23 years of agency experience, including two successful exits, Ryan knows how to sell. Here are his insights and tips to improve each of your funnel stages for the long run.

6 essential project metrics for agencies to track performance

There is only one way to measure whether a project is a success or a failure—with data. Thanks to project metrics (and the right tools to track that data), it's now easier than ever to crunch the numbers on previous projects to see where we went right and what task ended up causing a major delay. I use project metrics to track performance and spot problems before they become catastrophes.

How to create a simple project proposal (free outline included)

Early in my marketing career, I had plenty of big ideas. Campaigns I wanted to run, events I thought we should attend, tools I believed we should invest in. But more often than not, those off-the-cuff suggestions didn’t go far. They lacked three important things: With 10+ years of experience growing B2B SaaS organizations, one thing has become clear: it’s not just about having a great idea. It’s about how you pitch it.

Three steps for successful tech stack reviews

Leading IT organizations recognize that competitive advantage comes not from having more tools, but from having the right tools working in harmony. Follow these criteria for assessing what’s working and where to optimize. First, security. This isn’t about finding the most locked-down tools—it’s about identifying platforms that enable secure collaboration at scale. Second, simplicity.

6 Proven Patient Engagement Strategies to End Ghosting and Increase Retention

Ever had a patient ghosting you after their first visit? One moment they’re sitting in your office nodding along, and the next they’ve disappeared into thin air, leaving you wondering if they’d existed at all. Younger patients, meanwhile, seem to avoid in-person appointments like the plague, turning instead to Dr. Google or having ChatGPT diagnose that persistent cough and recommend a course of treatment according to a few vague symptoms.

Free Timesheet Templates: Excel, Google Sheets, and Printable Formats

Download free timesheet templates to track employee hours, breaks, and overtime—perfect for teams, freelancers, and project-based work. Available in Excel, Google Sheets, and PDF formats for daily, weekly, biweekly, and monthly time tracking. Accurate time tracking doesn’t have to involve complex tools or systems.

Is PSA Software Worth It? This Flowchart Will Tell You

We get it. Spreadsheets are free. Project management tools are cheap. But here’s the truth: They don’t give you a significant, measurable ROI—not like Professional Services Automation (PSA) software can. Think: But how do you know if a PSA is the right investment for your business? You can look at it like a flowchart: Think you’re ready? Keep reading to understand the basics and how to choose the right PSA tool for your team.

Top 15 Best Strategic Planning Software in 2025

Are you looking for the best strategic planning software in 2025? In the present, your business strategy is essential and will decide your future. Surprisingly enough, it can also change depending on the scenario. Planning, strategizing, managing, and executing is your staircase to success. However, given the current circumstances, it’s not as simple as it sounds.