The Client Operations Brief

Practical ideas, useful frameworks, and operating insights for service businesses building better client operations.

What each edition gives you

One problem, properly
Each edition takes one recurring client-operations problem and explains why it happens.
A method you can use
A practical framework or checklist you can apply the same week, with or without software.
Useful on its own
No sales sequence. Occasional links to AvariHQ only where they are directly relevant.

Planned for the first editions. Topics may change.

01
Why client onboarding breaks after the agreement
The handoff from sale to delivery, and the four things that must cross it.
02
Fix the process before automating it
How to tell whether a step is ready to automate, and what to define first.
03
How project approvals get lost
The difference between encouragement and acceptance, and how to record a decision.
04
Why invoicing problems often begin before invoicing
Tracing an invoice query back to the scope, the change or the milestone.