Articles & Resources for Professional Services | Wrike Blog
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Professional Services

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RFIs Explained: How to Write a Request for Information
Project Management 10 min read

RFIs Explained: How to Write a Request for Information

Learn how to write a request for information (RFI) and how it differs from RFPs (request for proposal) and RFQs (request for quote).

Top Bookkeeping & Accounting Tips for Small Businesses
Leadership 10 min read

Top Bookkeeping & Accounting Tips for Small Businesses

The majority of small business owners and start-up founders are on their toes almost every day. Though several activities stake their claim on your time, accounting and bookkeeping form a significant chunk of your workload. Whether you are documenting your monthly expenses, getting tax papers in order, or taking care of bills, organizing your accounting back-office

Top Tips for Tracking Expenses
Project Management 10 min read

Top Tips for Tracking Expenses

Make tracking expenses easier by using apps to automate real-time expense processing and track unnecessary spending. Learn more with Wrike.

6 Tips for Dealing With Difficult Clients
Collaboration 5 min read

6 Tips for Dealing With Difficult Clients

Difficult clients are part of life at a marketing or professional services agency. Follow these tips for less stress and more success with challenging clients.

How to Present a Project to a Client
Project Management 10 min read

How to Present a Project to a Client

Learn how to present a project proposal and impress your clients with these tips and best practices. Plan, prepare, and deliver your best project proposal yet.

The Ultimate Account Management Guide for Professional Services
Collaboration 7 min read

The Ultimate Account Management Guide for Professional Services

What is account management? Drive sales growth from existing customers and build deeper relationships with a successful account management strategy.

A Quick Guide to Client Communication Skills
Collaboration 10 min read

A Quick Guide to Client Communication Skills

Client communication skills are crucial for delivering impressive work and retaining your best clients. Here’s what you need to know to communicate effectively.

What Does a Project Manager Do in a Marketing Agency?
Project Management 7 min read

What Does a Project Manager Do in a Marketing Agency?

Within a marketing agency, the project manager is responsible for planning deliverables (including creating a project calendar), communicating with clients, and keeping marketing projects on track. Find out more project manager responsibilities and skills in this post.

New eBook: 16 Reasons Why Finance & Legal Teams Use Wrike
News 5 min read

New eBook: 16 Reasons Why Finance & Legal Teams Use Wrike

Our new eBook details why Wrike’s CWM for finance and legal teams is the perfect solution for those struggling to optimize their workflows.

How to Set Up a Freelance Agency
Leadership 5 min read

How to Set Up a Freelance Agency

When you have more clients than you can possibly handle within a 40-hour workweek, it may be time to delegate work to freelancers like yourself, and turn what was once a humble solopreneur business into a full-fledged freelance agency, managed by you. But only if it makes sense.

3 Ways to Better Manage Freelance Creatives
Leadership 3 min read

3 Ways to Better Manage Freelance Creatives

If you're a creative team working with freelancers, then according to the 2014 In-House Creative Industry Report, you're in the 90% of all creative teams that will hire remote freelancers this year to meet peak demand. But as with any remote work situation, there are challenges to making it work. While remote work may be ideal for

6 Tips for Becoming a Successful Freelance Project Manager
Project Management 5 min read

6 Tips for Becoming a Successful Freelance Project Manager

Freelancing has its perks: be your own boss, enjoy work flexibility, work in a private space with everything from the tilt of your desk to the room temperature and lighting exactly how you like it. What we can often overlook are the immense challenges that come with going it alone, especially as a freelance project

What the Future of Client Management Could Look Like
Leadership 10 min read

What the Future of Client Management Could Look Like

Collaborative work management software is changing the way we acquire and keep clients. We’ll cover the importance of client management, including six of the most common questions, a brief look into its history, plenty of examples, and nine predictions for the future of client management.

Costing, Scoping, Reporting: Budget Management for Professional Services
News 5 min read

Costing, Scoping, Reporting: Budget Management for Professional Services

Combining our work management tool with full visibility into financials, we’re supporting professional services teams with increased budget management and monitoring capabilities.

Wrike for Professional Services: Improve Project Delivery & Customer Satisfaction
News 7 min read

Wrike for Professional Services: Improve Project Delivery & Customer Satisfaction

Tight deadlines, budgets, resource management, siloed communication – the list of project management challenges for professional services teams is long. That’s why we’re excited to announce Wrike for Professional Services. Read more to learn how we can help with improving your project delivery and improve customer satisfaction.

How To Combat Marketing Bottlenecks With a Streamlined Intake Process
Project Management 5 min read

How To Combat Marketing Bottlenecks With a Streamlined Intake Process

Eliminate project bottlenecks by improving your marketing intake process. A better client intake process means fewer missed deadlines and less project confusion.

What Is Milestone Billing for Professional Services?
Project Management 7 min read

What Is Milestone Billing for Professional Services?

Is milestone billing right for your business? Learn about billing clients with a milestone payment schedule and its core differences with project-based billing.

The Best Funnel Marketing Techniques for B2B
Marketing 10 min read

The Best Funnel Marketing Techniques for B2B

Finding new leads can take a lot of time and resources without a concrete plan, which is why you need a scientific approach to funnel marketing. Read more to learn marketing funnel basics, how to set up your own lead generation machine based on tactics from leading brands, and create an impactful B2B campaign for your business.

The‌ ‌Complete‌ ‌Guide‌ ‌to‌ ‌Marketing‌ ‌for‌ ‌Professional‌ ‌Services‌
Marketing 10 min read

The‌ ‌Complete‌ ‌Guide‌ ‌to‌ ‌Marketing‌ ‌for‌ ‌Professional‌ ‌Services‌

How do you get noticed in the professional services industry? It involves finding the right mix of content and tactics to attract and retain clients. In this guide to marketing for professional services, we’ll help you build a great team, develop a plan, and gather the right tools. Keep reading to discover trends and tips

4 Reasons to Have a Professional Services Management Template
Project Management 10 min read

4 Reasons to Have a Professional Services Management Template

The growing demand for project management skills is a huge threat to professional services businesses. Time tracking, resource management, collaboration and beyond, you need a professional services project management template. Here's why and a prebuilt free online professional services template you can download today.

What Is Value Stream Mapping? (VSM)
Productivity 10 min read

What Is Value Stream Mapping? (VSM)

In this detailed guide to value stream mapping, you’ll find examples, tools, and instructions on how to follow the value stream mapping steps to success.

Client Offboarding Tips for Marketing Agencies
Collaboration 7 min read

Client Offboarding Tips for Marketing Agencies

Stuck on what to include in a farewell email to clients? Create a client offboarding process that protects your professional relationship even as it’s ending.

4 Types of Clients You'll Work With and How to Delight Them
Project Management 10 min read

4 Types of Clients You'll Work With and How to Delight Them

Professional services teams need tools to help them adjust to client communication styles while maintaining their workflow and project management best practices. Here are 4 types of client personalities and some actionable strategies to delight them without sacrificing productivity.

Client Onboarding Tips for Marketing Agencies
Project Management 10 min read

Client Onboarding Tips for Marketing Agencies

Your client onboarding process is your agency’s first impression on your clients. Use these tips to make it a good one.