A client goes quiet and nobody notices. Three weeks of nothing looks the same as three weeks of everything being fine. By the time someone says they want to pause, the neglect started a month earlier. The Stoplight Method gives every active client one color a week. Green means they said they’re happy in the last 7 days. Yellow means …
How We De-board a Client
This is for Operations. If you’re the person who gets the cancellation notice and owns the wind-down, this is your process. Everyone touches a client while it’s active. Account managers, content people, analysts. But the deboard belongs to Ops, and Ops is accountable for confirming it actually got finished. Read this first, then work it in order. Most of it …
Where the Retainer Goes: What an Agency Actually Keeps, and What Each Role Is Worth
A client pays $3,500 a month. The specialist sees $525 and assumes the owner banked the rest. The owner keeps $510. Here is the whole subtraction line by line, a value-share rate card for what each role is actually worth, and the part of the work no contract can price.
The Five-Minute Brief Dennis Yu Dictated Before the AI Agent Did Anything
Disclosure: Hippo Roofing is a BlitzMetrics client, Dennis Yu is our chief technology officer, and the Jack who appears in the brief works here. This is an account of our own engagement. A good brief for an AI agent reads like the first day of onboarding a new employee. You say where you are, what you want, which systems hold …
Stop Chatting With AI — Start Managing It Like Staff
Most people are using AI wrong, and it isn’t because they picked the wrong model. They open a chat window, type a sentence and a half, get something mediocre back, and conclude the tool is overhyped. What they’ve actually done is hire the smartest employee they’ve ever had access to and then give that person no job description, no SOP, …
How to Set Up a Basecamp Project for a New Client
Every client we take on gets a Basecamp project, and it exists before they ever talk to us again. The reason is simple. Whatever isn’t written down in a shared place lives in somebody’s head or somebody’s inbox, and that’s where work goes to die. Six months later nobody can tell what was promised, what was delivered, or who dropped …