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Practice Management

4 articles

Five Places a Warm Introduction Goes Cold — and Who Should Own the Journey

Referrals rarely fail at the pitch. They stall in the quiet gaps between a friendly introduction and the first invoice — and those gaps are almost always unowned. This piece maps the five handoff points where UK professional firms lose warm leads, sets out a one-page tracking sheet, and argues that every referral needs a named custodian.

The First Thirty Days: A Client Onboarding Playbook for UK Consultancies

The First Thirty Days: A Client Onboarding Playbook for UK Consultancies

Scope creep rarely begins with a dramatic request; it begins with an unrecorded assumption in the first month. This playbook sets out a thirty-day onboarding structure for UK professional services firms, covering kick-off, communication rhythms, mutual expectations and a practical checklist to reduce unbilled work.