Project and Client Organization
Clients are determined based on who gets emailed an invoice. ...
- 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
- Harvest, Google Drive, Kinsta, and everywhere possible should follow the same naming conventions and are oriented around the Project Name.
- 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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