Teams | Collaboration | Customer Service | Project Management

Key takeaways from our masterclass with Blair Enns: How to keep the work without slashing prices

Client budgets are tightening. AI is raising expectations. And many agencies and client service firms are hearing the same painful question: “Can’t this be done faster, cheaper, or in-house?” In our recent webinar with Blair Enns, founder of Win Without Pitching, and Julie Seymour, Head of Customer Success at Teamwork.com, we explored how firms can protect margins, keep valuable client work, and avoid racing to the bottom on price.

Expense Tracking with a PSA Tool

Managing any business comes with a lot of moving parts. One of the most challenging is actively and accurately tracking profit and expenses. If you’re still using a messy stack of receipts or a disconnected spreadsheet to track what you spend, you’re likely losing money without even realizing it. Let’s dive into why tracking expenses directly inside a PSA tool is a total game-changer.

How to Implement Time Tracking in a Company the Right Way

You announce time tracking apps to the team. Within a week, half your team is asking if they're being watched. Even worse, you see incomplete logs, and one person has logged eight hours of "project management" with no context. That's not a software problem. It's a rollout problem. Up next, you’ll know how to implement time tracking in a company without losing team trust. I’ll cover everything from writing your first policy to reviewing data that helps to implement.

Project management APIs: what they are, why they matter, and how to use them

I've spent years watching operations teams try to hold their tech stack together with duct tape, spreadsheets, and sheer willpower. Most project management tools work fine in isolation. The problems start when you need data to flow between them. That's where project management APIs come in. Without a solid API strategy, you're stuck copying data between tools and building reports from scratch every week.