From Leads to Checks: The tools we use to win, manage, and close our WP projects succesfully

I’d like to explore the different tools we use to handle clients, from the initial lead email/phone call, to the final invoice getting paid, and the different mistakes we’ve made in the last 3 years doing WP projects for clients of all sizes.

I’ll go beyond the basic, “use freshbooks for invoicing, basecamp for PM, etc…” and get into some of the more advanced integrations and reasoning for using a certain tool over another.

I’ll pepper in some real stories of how small/large clients responded to certain tools, and what we’d recommend for each.

I’ll include some different variations depending on the team size, but most tools will be aimed at 1-5 person shops.