Work through it once, keep the result.
Longer pieces on collecting documents, onboarding clients and cutting admin out of a small UK service firm. Every claim carries a source and date.
- Why clients abandon intake forms at question nine
Intake forms are abandoned at the first question that makes the client leave their chair, not at the eighteenth. Reorder by what they can answer from memory.
14 Oct 2026 - Fourteen items in two places beats four items in four
A long document request doesn't fail because of its length. It fails because the items are scattered — so order the list by where the client has to go.
11 Oct 2026 - Nothing in the third chaser should point backwards
The passive-aggressive note in a repeat follow-up comes from the references to the earlier ones. Delete them and the fourth email reads like the first.
5 Oct 2026 - Certain, conditional, curious: sorting the first document request
The opening request should contain only what you already know exists. Sort your standard list into certain, conditional and curious before you send it.
28 Sept 2026 - MTD turns one records request a year into five. Has anyone costed that?
Quarterly reporting multiplies records-chasing roughly fivefold per client. Here is how to model your practice's real MTD workload before it arrives.
17 Aug 2026 - Zapier vs Make vs n8n — how the three pricing models bite differently
The feature lists are nearly identical. The billing units are not — and that is what decides your bill. A worked example on a real onboarding workflow.
12 Aug 2026