38 posts tagged with Agency Operations
CRMs manage the client before the money; project management tools manage the work after. Almost every agency runs both — and loses hours, scope, and margin in the handoff between t...
Most agency software comparisons list 40 features and rank none of them. This checklist organizes the features that actually move margin by the flow your agency already runs — lead...
Fixed-price and hourly Upwork contracts carry the same 10% fee but completely different risk profiles. A worked example priced both ways, the estimate-error math that decides which...
Most Upwork agencies are really two businesses — platform contracts and direct clients — run on disconnected tools. Here's what breaks when you run two systems, what a consolidated...
The two-rate model that every Upwork agency runs on — what bill rate and pay rate mean, how the 10% fee changes the real spread, and how to set margin bands per seniority. Includes...
A practical reporting cadence for Upwork agencies — per-contract margin, rep bidding activity, win rate, and utilization. Includes a copyable weekly and monthly report structure an...
How Upwork agencies should track time across platform contracts and direct work without keeping two sets of books. Covers Upwork's tracker vs your own system, automatic hour syncin...
The full profit calculation for an Upwork agency contract — bill rate, the 10% service fee, freelancer pay, management overhead, and FX losses. Includes a worked example on a reali...
A client project portal only builds trust if you show the right things. This guide breaks down exactly what clients should see — progress, tasks, time logs, invoices, files, messag...
Too many apps means duplicate data, context switching, and silent margin leak. Here is how tool sprawl shows up in agencies and dev shops, what it really costs, and how consolidati...
