Guides
9 guides on client management. Practical writing from the team building Atlas, useful whether or not you buy anything.
The information request list is the most underestimated document in professional services. It is usually the critical path, and it is usually written in ten minutes.
A conflict of interest policy that lives in a document and not in the permission model is a statement of intention, not a control.
A decision that exists only in somebody's memory of a meeting is not a decision. It is a shared assumption waiting to be contradicted.
The spreadsheet is not the problem. The problem is that it is the only place three facts exist and nobody knows which three.
The purpose of a status report is to let somebody decide something. Most of them are written to demonstrate that work occurred.
The last ten per cent of an engagement produces most of what a firm could learn, and it is the part that gets abandoned when the next sale lands.
Scope creep is rarely a creep. It is a series of reasonable yeses, each defensible on its own, that nobody added up.
Acceptance is the cheapest moment to say no and the most expensive one to get wrong. It is also the step most firms treat as paperwork.
Most software sold as client management manages the sale. The hard part starts the day after somebody signs, and it is a different discipline with different failure modes.
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