KlaqKlaq notes
Ideas for better client work. Product updates, practical guides, and lessons from building a business.
Clients and work
A client onboarding checklist from CRM to the first invoice
Getting paid
Invoice status, payment status, and email status mean different things
Time off
Plans changed? Cancel approved time off through the request
CRM
A useful sales pipeline gives every deal a next action
Workspace
Set up a Klaq workspace around the way your team works
Invoicing
From estimate to invoice: keep the agreed work visible
Clients and work
Keep project estimates useful when the scope changes
Getting paid
How to follow up on an unpaid invoice with a clear record
Invoicing
Turn approved billable time into an invoice draft
Invoicing
Recurring invoices in Klaq: a draft for each billing cycle
CRM
Import CRM records with a preview before committing
Workspace