Client records.
Where client details, promises, notes and history should live, and how to keep them in one place you trust.
Run the agency
Run your agency week in the time you have
A weekly routine for a one-person AI agency: a short weekly review, what needs you and what can wait, and how to fit client work into the hours you have.
Own your agency and choose tools
ClickUp or Notion for a one-person AI agency? A fair comparison
ClickUp vs Notion for a one-person AI agency: what each does well, rough budget, client records, exporting your data, and which suits the way you work.
Own your agency and choose tools
How to leave a tool without losing your client history
How a one-person AI agency exports client data from a CRM or notes app before switching: what counts as history, what exports miss, how to check the files.
Run the agency
How to keep track of what you promised on calls
How a one-person AI agency keeps track of promises made on client calls: what counts, a one-line note during the call, the recap email, and a weekly check.
Run the agency
Where should a one-person AI agency's money records live?
How a one-person AI agency can track who owes what: three money states, where each record should live, how long to keep them, and a monthly check.
Run the agency
How to turn client messages into a to-do list you trust
How a one-person AI agency keeps track of client requests across email, text and WhatsApp: one list, one line per request, set sweeps, a reply that confirms.
Own your agency and choose tools
HubSpot's free CRM for a one-person AI agency: enough or too much?
Is HubSpot's free CRM enough for a one-person AI agency? What it does well, where its free limits show, and what it leaves out for client website work.
Work with your AI agent
One folder per client that your agent can read
How to organise files for AI agents doing client work: one plain folder per client, a short brief file at the top, Markdown notes, and what never goes in.
Work with your AI agent
How to give your AI agent a client brief it won't forget
Give Claude Code a client brief that lasts between sessions, the base of AI agents for client work: what goes in it, where it lives and how to keep it current.
Notes from the team
How a small client promise gets lost in a busy week
How small client promises slip in a one-person AI agency, why memory and a busy inbox aren't a system, and the one habit that keeps them.
Own your agency and choose tools
Notion, a spreadsheet or an agency app: where should client records live?
Client records for a one-person AI agency compared: a spreadsheet, Notion or an app like ClickUp. What each is good at, what goes missing, how to leave later.
Run the agency
What a one-person AI agency should track each week
Six lists a solo AI agency owner can check every week, from promises and money owed to renewals and costs, so nothing waits in your head.