Operations, ops systems, sales, retainer protection, and the systems that keep them running. Written between client work, in Tyler, Texas.
The exact 60-minute kickoff agenda that aligns clients, prevents revisions, and sets communication cadence. With talk tracks and tradeoff scripts.
The 4-database Notion setup that runs a web design agency without Asana or ClickUp. Clients, projects, tasks, time, connected and queryable.
The 12 SOPs that make a web design agency runnable without the founder: onboarding, design QA, dev handoff, retainer reporting, and more.
The 11 sections every retainer agreement needs, plus 7 clauses most agencies skip that cost them money. From a working studio.
Agencies average 15% net margin since 2015. Here are the 6 metrics that separate 25 to 40% specialist agencies from 20% generalists. Operator's view.
The exact 28-question discovery doc that prevents scope creep, mismatched expectations, and second-guessing. Copy-paste version included.
The 6-section monthly retainer report that prevents churn. What to include, what to leave out, and the exact structure that builds renewal trust.
The exact 14-day onboarding checklist a working agency uses. 18 steps, kickoff scripts, asset request lists, and the questions that prevent scope creep.
A working agency owner reviews 8 Notion templates for web design agencies. Honest comparison: features, price, weaknesses, who each one is for.
The exact formula for pricing a web design retainer: cost floor, gross-margin target, three real-world examples at $2K, $5K, and $10K per month.
A working agency founder's operating system: 7 systems that prevent scope creep, margin leak, and missed retainers. Pillar guide, real numbers.
The 5-move framework a working web design agency uses to stop scope creep, before, during, and after the project. With exact scripts.
Field notes on running a working web design agency. Real systems, real numbers, real client stories.
We take 2 to 3 new engagements per month. Tell us what you’re shipping.