Blog
Tips for agencies on client onboarding and project organization.
August 22, 2026
Agency client portal: what it is and how it works
Scattered Drive, files lost in email: here's what an agency client portal is, how it works, and what changes day-to-day for the agency.
August 20, 2026
Following up with a client who won't respond: method and templates
A silent client blocks an entire agency project. Here's the method, timing and follow-up templates to get a reply without losing your afternoon.
August 20, 2026
Sharing deliverables with a client without an account
Expiring WeTransfer, messy Drive: here's how to send deliverables to clients without creating an account, via a magic link per project.
August 16, 2026
Agency client onboarding: how to structure brief collection
Scattered files, delayed follow-ups, clients lost in email. Here's how to structure agency client onboarding to start every project cleanly.