Mastering client onboarding is essential for building strong and successful relationships. By understanding its importance, crafting clear contracts, utilising simple tools, and staying organised, you set the stage for long lasting partnerships.

Managing client relationships is crucial for business success, and a Customer Relationship Management (CRM) system can significantly aid small businesses in this task. A CRM is a tool designed to manage interactions with clients, providing insights, automating follow-ups, and offering analytics to enhance decision-making.

Managing files across Google Drive, OneDrive, or Sharepoint doesn’t have to be overwhelming. With a few simple systems, you can stop wasting time searching for documents and start working smarter. In this blog, I share 5 file management hacks I use every day to keep things organised for clients and my own team - from date-based naming to collaboration tips that save endless email chains.