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By Ben Brigden
A project's margin is an output: it's whatever is left once pricing, staffing, hours, scope and billing have all had their say. Project profitability analysis is the work of tracing that number back to the decisions that produced it. In this guide, I'll walk you through the Five-Lever Margin Bridge and a six-step review that prices each cause in dollars. Then we'll test both on a worked example that reconciles exactly.
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By Ben Brigden
Most advice on cost overruns is really advice about the next project. Estimate better, add contingency, tighten the SOW. All true, and none of it helps the project that's 40% delivered and 55% spent right now. This guide is about that project. You'll get a weekly check I call the Burn Gap Triage, three moves for closing the gap, and the delivery habits that stop small leaks becoming write-offs.
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By Ben Brigden
I have spent enough time in agencies to know how to price professional services projects badly. The reason most projects lose money has little to do with the pricing model on the proposal. It comes down to two things nobody systematises: what the work truly costs to deliver, and what happens to that cost after the client signs. This guide fixes both with a repeatable four-gate method.
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By Ben Brigden
In a services firm, your people are both the product and the cost, so service business profitability gets decided in five places at once. It's what you charge, what you collect, how much capacity you sell, who does the work and what the firm costs to run. This guide runs all five through one worked model. Then a Lever Sensitivity Test shows which lever to pull first, and it's rarely the one leaders reach for.
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By Alex York
Most guides on how to bill a client stop at the invoice: pick Net 30, send a tidy PDF, chase the late payers. That is the paperwork, not the billing. Billing a client profitably is a commercial decision you make long before the invoice goes out, and getting it wrong drains margin every single month. This guide reframes billing as a four-rung climb from work done to margin banked. Expect real numbers and the moves that actually shift the outcome.
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By Ben Brigden
Most searches for Smartsheet alternatives begin with a question I could never answer fast at an agency: are we actually making money on this account? I'd have four browser tabs open and still be stuck. One tab held the project plan, one the timesheets, one a finance export, and one a sheet nobody trusted. By the time I stitched them together, the month had closed and we'd already spent the margin. That's the trap with spreadsheet sprawl: the work is visible, but the money isn't.
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By Ben Brigden
Ask ten agency leaders what a client costs to deliver and it's likely some will quote you the delivery estimate. That number is almost always too low, because it counts the work that gets invoiced while ignoring the work that doesn't. This guide takes an idea borrowed from supply chains and rebuilds it for client delivery. It's a simple ledger that totals the true cost of serving a client, so you can see which accounts earn their keep.
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By Ben Brigden
Most guides treat picking a way to charge clients like picking a paint colour: here's the swatch card, choose what you like. That advice is now wrong, and it's costing firms margin every month. Before I joined Teamwork.com, I spent nine years in agencies watching the same thing happen, and it always started with a model nobody had really chosen on purpose. This guide reframes the decision around one idea, then hands you a test to make it.
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By Ben Brigden
A closed-won deal should be the easiest project you ever start. You already know the client, the work, and the budget. So why does delivery so often begin from a cold start, digging through a CRM and a sales rep's memory to rebuild what sales promised? That gap is the pipeline to project handoff, and most teams treat it as an afterthought. This guide gives you a framework: the Handoff Ledger.
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By Ben Brigden
Strong work deserves an invoice that reflects it accurately, yet I keep seeing the opposite across service teams. You deliver good results all month, then lose two days rebuilding what happened from timesheets, threads, and memory before you can bill. By the time the invoice goes out, few people could defend a single line on it. That gap between delivered work and the client invoice is where margin quietly slips. It usually starts when time tracking and invoicing live in separate places.
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By Teamwork.com
Best PSA software for agencies and consultancies in 2026 - ranked and compared. If your sales sit in one tool, projects in another, and billing in a third — while your actual profit margins disappear into a spreadsheet — this video is for you. Professional Services Automation (PSA) software pulls project delivery, resource planning, time tracking, billing, and profitability into one system so you can see whether client work is making money WHILE it’s happening, not at month-end.
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By Teamwork.com
Sign up for a free 30 day trial: https://www.teamwork.com/project-management-software/
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By Teamwork.com
If your team's time is disappearing into a black hole, you're not alone. Without accurate time data, managing resources, budgets, and capacity becomes guesswork. In this video, we break down why employee time tracking is the foundation of smarter resource management and how to pick the right tool for your team. Why Teamwork.com is our top pick for project-based teams Whether you're a team lead, agency owner, or operations manager trying to get a clearer picture of where the hours go, this guide will help you choose software that fits the way your team actually works.
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By Teamwork.com
Learn how to connect the Teamwork.com MCP server to Claude and use Claude with Teamwork.com and Teamwork Desk. In this walkthrough, we show you how to enable the Teamwork MCP server in Teamwork.com, add it as a custom connector in the Claude desktop app, authenticate your account, and start using Claude to review project data and take action. Using the example project Murphy Investment Co, you’ll see how Claude can return a project overview, surface open tasks, highlight priorities, and help you work more efficiently across Teamwork.
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By Teamwork.com
Business transformation expert Tom Goodwin offers some hot takes on AI and the findings in Teamwork.com's Client Work Report. Read the full thing here.
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By Teamwork.com
Teamwork Workflows allow professional services firms and agencies to standardize task management across multiple client projects using custom stages and automations, ensuring process consistency and improved efficiency.
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By Teamwork.com
Learn how to set up the Teamwork.com MCP Server so you can use ChatGPT to work with your Teamwork data (Teamwork.com and Teamwork Desk) In this step-by-step guide, we’ll walk through enabling the MCP Server in your Teamwork account, connecting it through ChatGPT’s Apps & Connectors, and granting access so ChatGPT can help you with tasks, projects, tickets, and more.
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By Teamwork.com
You can now connect Teamwork.com with ChatGPT using the new ChatGPT Connector, bringing your projects, tasks etcright into your ChatGPT conversations. In this quick tutorial, we’ll show you how to set up and use the new Teamwork.com connector — so you can find information faster, plan smarter, and move from idea to execution without leaving ChatGPT.
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By Teamwork.com
Discover how Teamwork’s AI helps you work smarter, automate workflows, and deliver client projects with ease. Discover what’s next for Teamwork.com in our Q4 Product Roadmap webinar. We’re unveiling a new wave of AI-powered workflows, smarter automation, and enhanced integrations designed to help teams plan, deliver, and profit from every project with greater speed and clarity.
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By Teamwork.com
Find out more about how you can allocate work to your team the right way http://bit.ly/4omSzld
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Today, Teamwork Chat, Teamwork Projects, Teamwork Desk form the backbone of Teamwork.com. Each product serves to enhance the performance of teams by coordinating both process and people simultaneously.
Teamwork Projects is all about getting things done by creating task lists and tasks and assigning them to the team. It increases visibility across each project as well as aligning every dependent function within the business.
Teamwork Desk incorporates the customer into the equation. It streamlines all contact between you and your customers by way of a ticket management system. It creates a much more efficient process for handling customer queries.
Teamwork Chat is an instant messenger that can be used by all of the team for immediate communication. Each of the three products integrates together seamlessly. Every user has the ability to create an action within each product that influences activity in another. Creating a task for Teamwork Projects as a result of a ticket received in Teamwork Desk.