Clients insights.

Qualification, onboarding, retention, and the client relationships that make an independent agency durable after the sale.

When to resign an agency client: decision criteria, two correction attempts, a clean exit sequence, and how to protect reputation - not a vent piece.

10 November 2026

Why small agencies should stop using the inbox as a CRM - and the minimum pipeline stages, fields, and habits that replace it.

3 September 2026