Project and Client Organization

By Published On: October 13, 2025

Clients are determined based on who gets emailed an invoice. ...

  1. Clients are determined based on who gets emailed an invoice. If a given company has several contacts that purchase independent of one another, they should be set up as individual clients.
    • No apostrophes or commas in Client name
  2. Harvest, Google Drive, Kinsta, and everywhere possible should follow the same naming conventions and are oriented around the Project Name.
  3. Google File Folders should have a uniform structure. Not all need every folder, but universal folders are:
    • Archive
    • Checklists
    • Client Files
    • Creative
    • Data
    • Proposals And Agreements
    • Proposed
    • Signed
    • Invoicing
    • Research And Background

BLUE MILLION HARVEST

  • Increments of a quarter hours .25 .75 1.00

Billable hours:

Billable projects:

Billable rates:

Marketing:

Meeting with clients – billable time unless it is a project they are speculating


BLUE MILLION INVOICING

Admin – 15 hours a month

Leave a comment if you have an additional note or tips!

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