Resources
How agency operations actually break, and what to do about it.
Field notes from running a studio and building the software that runs one — client operations, onboarding, money, and the coaching side of the business.
Running the work
Client operations, onboarding, and the steps of an agency day that nobody owns.
- 4 min read
The agency client onboarding process
The week between “yes” and “started” sets the relationship. Seven things onboarding has to produce, which can be automated, and the one that must not be.
Read more - 4 min read
How agencies automate client operations
Client ops is the unglamorous middle of the job: acknowledging, updating, chasing, invoicing. Which parts a machine should do, and the order that pays back fastest.
Read more - 2 min read
An operator is not a dashboard
Every tool an agency buys promises visibility. Visibility is not the problem. Nobody is short of things to look at. The problem is that looking is still work.
Read more - 2 min read
The twelve-step day, and why we build against it
One workflow, twelve steps, and a rule: if a feature does not serve one of them, it does not get built. Here is what that rule has already stopped us doing.
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Getting paid
Invoicing, chasing, and the working capital a studio lends its clients without meaning to.
The coaching business
For online coaches: what a roster needs from its software, and what to charge for a place on it.
- 3 min read
How to price online coaching
Most coaching prices are set by looking sideways at other coaches. The arithmetic that decides whether a roster is worth running, and how to raise a price.
Read more - 3 min read
Best tools for online coaches
Every list of coaching tools is a list of products. This is a list of jobs: what a coaching business needs software to do, and how to tell what a tool covers.
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Want the short version?
Neoflow runs the twelve steps of an agency day so you do not have to.