How to Send a Proposal to a Prospective Client

Sending a well-crafted proposal is a crucial step in winning new business and establishing successful partnerships with clients, especially if you’re working with high ticket products or services. It’s an opportunity to showcase your expertise, demonstrate your understanding of their needs, and present a compelling solution. Remember, besides your publicly available website or reviews, your […]

What Should You Include on an Invoice? A Guide for Beginners

Invoices play a crucial role in the financial operations of businesses. They serve as essential documentation for requesting payment from clients and keeping track of income. However, if this is the first time you’re sending an invoice, knowing what to include on an invoice can be a bit daunting. In this guide, we’ll walk you […]

Things to Consider Before You Send Your Next Invoice

In the world of business, first impressions matter. From the moment a client receives your invoice, they form an impression of your brand. That’s why having professionally designed and customizable invoice templates is crucial for representing your brand identity accurately. The next time you’re about to send an invoice, take a moment to reflect on […]

New Feature: Form Builder

We’re excited to announce the launch of our newest Clientary platform feature: the Form Builder. With this feature, you can easily create custom forms to capture important client data, streamline client onboarding, and qualify leads more effectively. Our Form Builder supports everything from simple forms to complex ones with conditionals that can navigate clients to […]

The Client Experience Revolution: Innovations in Client Service Delivery

The landscape of client service delivery has drastically changed in recent years. The rise of digital technology, changes in consumer behavior, and heightened expectations have all played a role in shaping the current state of client service. Today, clients expect more than just quality service, they want a seamless, personalized experience from start to finish. […]

The Future of Professional Services: Trends to Watch in the Coming Years

The professional services industry has always been in a state of evolution. With advances in technology, changes in the economy, and shifts in customer demands, professional services firms must stay nimble and adaptable in order to thrive. In recent years, we have seen a number of trends emerge that are set to shape the future […]

Maximizing Revenue: Strategies for Accurate Time Tracking and Invoicing

As a professional services firm, your revenue is directly tied to the accuracy and efficiency of your time tracking and invoicing processes. Accurate time tracking allows you to bill clients for the work that was actually done, while efficient invoicing ensures timely payment for that work. Accurate time tracking and invoicing is essential for maximizing […]

Building a Stronger Brand: Marketing Strategies for Professional Services Firms

In today’s digital age, it’s more important than ever for professional services firms to have a strong brand and effective marketing strategies. Whether you’re a law firm, accounting practice, or consulting agency, building a strong brand can help you stand out in a crowded market and attract new clients. In this article, we’ll explore some […]

Best Cybersecurity Practices for Freelancers

This is a guest post by Aušrinė Babonaitė from Cybernews, a global team of experts in online privacy and security. If you are a freelancer or simply work remotely, cyber security is one of the most important factors you need to take care of. Many small enterprises, extremely small company owners, and freelancers may not […]

The Pros and Cons of Proposing Fixed-Price vs. Time and Materials Projects

When determining the pricing model for a project proposal, one of the most important decisions is choosing between fixed-price and time and materials options. In fixed-price projects, the service provider determines a predetermined amount for the project, which the client pays in full, regardless of how much time or resources are required to complete it. […]