Quiet Client Onboarding Without a CRM
Onboard new clients without a CRM: a one-page intake, a repeatable proposal and contract, a kickoff checklist, and a few light email, form and calendar automations.
By Collen KrielRead post
Field notes
Practical writing for the business of consulting
Honest guides on time tracking, invoicing, pricing, scope, and running a single-person practice without the operational drag.
90-Day Exit Plan: Leave Corporate and Set Up Your Consulting Admin System
A 90-day plan to leave corporate behind and stand up a lean admin system for your solo consultancy, covering clients, contracts, invoicing and tax basics.
By Collen KrielRead post