Blog

Notes on client onboarding, checklists, and running a better firm.

June 20, 2026

Templates Are a Starting Point, Not a Cage

The best checklist template is the one you're allowed to break the moment a real engagement needs something it didn't anticipate.

June 9, 2026

Your staff log in every day and can handle a password. Your clients log in once a year and just want the friction to disappear.

May 28, 2026

Slow onboarding doesn't just waste your team's time — it quietly costs you the clients who give up halfway through.

May 12, 2026

The endless 'did you get my email?' thread isn't a client problem. It's a process problem — and it's fixable.