Client relationships
The Anatomy of a Smooth Client Handoff: From Proposal to Final Delivery
A smooth handoff gives the next person the files, context and responsibilities needed to continue.
The ProjectBook journal
Client relationships
Set expectations, handle feedback and keep clients informed from the first conversation to the final delivery.
Client relationships guides
19 articles
Client relationships
The Ultimate Guide to Managing Multiple Clients Without Burnout
Manage multiple clients with a shared view of deadlines, capacity and waiting work.
Client relationships
The True Cost of Scope Creep (and what it Really Costs You)
Scope creep is work expanding beyond the original agreement without a corresponding decision about time, cost or priorities.
Client relationships
Ensuring Successful Contract Renewals with Your Clients
Review the relationship, results and changing needs before discussing renewal.
Client relationships
HoneyBook Review: Is It the Right CRM for Your Business?
Compare a CRM with the steps in your own client process, including inquiries, proposals and follow-up.
Client relationships
Why Every Business Needs a Client Portal (And How to Make It Work for You)
A client portal is a shared place for project information and collaboration.
Client relationships
The Art of ‘Pre-Suasion’ in Client Management: Setting the Tone Before You Start
Set the context for a client relationship before delivery begins.