Project management
How to Create a Project Template That Saves You Hours Every Month
Build templates from work you have already delivered successfully.
The ProjectBook journal
Ideas for better work.
Practical guides to planning projects, working with clients, and making space for what matters.
Explore the journal
94 articles
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.
Running a business
What to Save, What to Toss: Document Management Tips for Freelancers
Organize documents by purpose and keep a clear distinction between working files, final deliverables and records.
Running a business
How to Organize Your Client Projects Before Tax Time
Keep client project records and financial documents organized throughout the year.
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.
Project management
Avoiding Scope Creep: How to Set and Maintain Clear Project Boundaries
Define what is included, what is excluded and how new requests will be handled.
Client relationships
Ensuring Successful Contract Renewals with Your Clients
Review the relationship, results and changing needs before discussing renewal.
Running a business
DIY Tax Filing for Small Businesses
Prepare for tax filing by gathering accurate business records and identifying the rules that apply to your situation.
Running a business
How to Write a Brand Statement That Stands Out (With Free Generator Options)
A brand statement explains who you serve, what you help them accomplish and what makes your approach distinct.
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.
Project management
Dubsado vs. ProjectBook.co: Which CRM Is Right for Your Business?
Compare client-management tools against the workflow you need, rather than feature lists alone.