For a fixed fee services contract, I track the work in Dynamics 365 Sales against the scope in the agreement, show the client their own progress on a signed in portal page, and raise each phase’s invoice in QuickBooks from the CRM once the phase is complete. The...
In the article series, The Six Drivers That Drive Business Growth, I describe these six drivers and offer high-level examples for each, and offer a free copy of my Growth Strategy Checklist (get it here). In this article, I dive deeply into a real world case of how I...
