
Slack for client communication: a channel per client
One chat channel per client, the client’s lead as a guest, decisions and invoices kept in email, a plan for onboarding a client new to chat and for ending it.
Blog · Delivery
6 posts so far. Newest first.

One chat channel per client, the client’s lead as a guest, decisions and invoices kept in email, a plan for onboarding a client new to chat and for ending it.

Why a three-minute recording beats a thirty-minute status meeting, what to record and what still needs a call, a template, and how to keep recordings findable.

How to measure project estimation accuracy from finished work, actual over estimated hours per milestone and person, and use the ratio to size the next quote.

Paste meeting notes to Claude or ChatGPT, review the action items it drafts, and let it file them as issues on your Cadence board as you, with your permissions.

Ten things to ask Claude or ChatGPT once it can see your sprint board, timesheet and leave balance, and how to phrase them so it gets them right first time.

A retainer that quietly runs over is the most common way an agency loses margin. How to track burn per client during the month, at real rates.
Tell us your team size and which tools you need. We set up a working organisation for you to try, with Claude or ChatGPT connected if you want — usually within one business day.