Omar Abdalla 
A solopreneur is the salesperson, the delivery team and the admin, so a CRM only earns its place if it tells you who to contact today. Most lists rank tools built for sales teams and praise how well they scale. This one prices each tool for exactly one seat and says when a spreadsheet will … Read more
Most small teams already have a pipeline review, and it is the Monday meeting where each person reads their deals aloud while everyone else waits for their turn. Nothing gets decided, so the board looks the same on Tuesday. A useful review is shorter and it ends with a date on every deal you talked … Read more
Search for how to get clients and you get lists of 15 tactics, from guest posts to paid ads. You are one person with client work to deliver and a few free hours a week, so a list that long is no help. To get clients as a one-person business, write a list of 30 … Read more
Your clients live in your inbox, your phone and your head. That works until someone you did good work for hires somebody else, because you never wrote to them again. A client list template needs ten columns: name, company, email, phone, status, work done, source, last contact, next check-in and notes. Copy the table below … Read more
The project ended well and the client said to stay in touch. You meant to, then two busy months went by and writing now feels awkward. The same thing happens with the person who said “not this year” and the one you met who isn’t a prospect yet. To keep in touch with clients, put … Read more
The discovery call went well. They talked for twenty minutes, they liked you and they said “send me something” at the end. Three weeks later you have heard nothing, and the fix is in how the call ended and what you did that same day. A discovery call is a first conversation of 20 to … Read more
Most of your work already comes from people who know you. Yet you probably ask for an introduction about once a year, and you could not say for sure who sent you your last three clients. Asking feels awkward because the usual ask is vague, and a vague ask leaves the other person to work … Read more
The client signed on Friday. By Wednesday they are asking about the extra landing page they were told was included, and nobody on your delivery side has heard of it. A client onboarding checklist is a numbered list of steps that takes a new client from signed deal to first result, with an owner and … Read more
Most agency pipelines have too many stages and no rule for moving between them, so every deal sits wherever someone last dragged it. A working agency sales pipeline is four stages with one rule each. If you also generate leads for clients, you need a second pipeline, and that is the one agencies tend to … Read more
Your agency is good at the work and most of your clients came from someone who already knew you. That holds up until a quiet month arrives and you find out there is no second source of clients. Agency lead generation is how an agency wins its own clients, which is different from hiring a … Read more