Guides
Long-form guides on running a profitable agency: pricing, scoping, tracking, invoicing, and measuring delivery margin.
Agency Profitability
How to run a profitable agency: pricing models, scoping, time tracking, invoicing, and measuring delivery margin.
Project Roadmap
Build a project roadmap around clear milestones and linked tasks. Follow a fictional website launch from 50% to 67% with real Corcava screenshots.
Invoice Tracking
Follow three real Corcava demo invoices from draft to partial and full payment, with a downloadable invoice tracker and reconciled balances.
Agency Operations System
How to build an agency operations system across five layers — pipeline, delivery, time, billing, reporting — with a maturity self-assessment and decision rules per layer.
Lead to Invoice Workflow
Follow a fictional consultant engagement from contact and deal to accepted estimate, delivery tasks and one fixed-price draft invoice, with screenshots and a handoff checklist.
Outcomes Taxonomy
A reusable outreach outcomes taxonomy: pipeline statuses, four terminal outcomes, and win/loss reason codes any team can adopt in any tool.
Follow-Up Cadence
A 5-touch, 30-day proposal follow-up cadence with exact timing, channel switches, and copy-ready message templates for freelancers and agencies.
Weekly Pipeline Review
A product-agnostic weekly pipeline review playbook: five metrics, a timed 30-minute agenda, and decision rules that force action on every stuck deal.
Migrate from Pipedrive
Step-by-step Pipedrive migration — export Persons, Organizations, and Deals, import into Corcava, then connect delivery, time, and invoicing on one record.
Upwork to Direct Clients
Move from two-system chaos to one hybrid workspace — Upwork time sync plus direct clients, CRM, pipeline, and invoicing in Corcava. Includes a 5-day migration checklist.
Supporting Articles
In-depth articles that go deeper on the topics covered in the guides above.
Agency Pricing Models Explained
Hourly, fixed, retainer, value-based — how each model affects your margins and when to use which.
Managing Retainers for Creative Studios
How to structure and manage design retainers so they stay profitable month after month.
Billable vs Non-Billable Design Time
What counts as billable time for designers, how to track it, and how the split affects studio profitability.
How to Track Billable vs Non-Billable Hours
A practical system for capturing every billable minute without adding friction to your team's workflow.
Handle Change Requests Without Scope Creep
A repeatable process for evaluating, documenting, and billing change requests before they erode your margins.
Automatic vs Manual Time Tracking for Developers
Which capture method fits which team? A decision framework with pros, cons, and a hybrid approach that works.