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The Status Call ProblemStrategy

Feb 3, 2026

The Status Call Problem

Service businesses lose 10 to 25 hours per week answering one question. A well-designed client portal eliminates the question entirely.

Client Portals That Actually Get UsedProduct

Jan 28, 2026

Client Portals That Actually Get Used

Most portals devolve into a ticket form and an invoice list. Here's what separates the ones that drive retention from the ones that collect dust.

Integrating 5 Tools Into One DashboardEngineering

Jan 20, 2026

Integrating 5 Tools Into One Dashboard

How we connect PSAs, RMMs, CRMs, and accounting systems into a unified data layer without rip-and-replace.

The QBR Problem: 8 Hours for a Meeting Nobody ReadsMSP

Jan 14, 2026

The QBR Problem: 8 Hours for a Meeting Nobody Reads

Manual QBR prep is killing your margins. Automated dashboards turn a day of aggregation into 30 minutes.

Client Churn Isn't About Service QualityStrategy

Jan 6, 2026

Client Churn Isn't About Service Quality

12-18% annual churn despite great work? The problem isn't your service. It's your client's perception of it.

Building AI Assistants on Live Business DataEngineering

Dec 18, 2025

Building AI Assistants on Live Business Data

How we train natural language interfaces on PSA, RMM, and CRM data to answer questions like 'What's the status of Acme's migration?'

Why Accounting Firms Lose Clients to AutomationAccounting

Dec 10, 2025

Why Accounting Firms Lose Clients to Automation

It's not because automated services are better. It's because your clients can't see the 40 hours you invest monthly.

Designing Dashboards That People Actually UseDesign

Nov 28, 2025

Designing Dashboards That People Actually Use

The difference between a dashboard that gets checked daily and one that gets ignored comes down to three design decisions.

The Invisible Work FrameworkProduct

Nov 15, 2025

The Invisible Work Framework

A practical framework for identifying where your clients lose visibility into your service delivery, and what to surface first.

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