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The Founder's Toolbox

Essential tools, frameworks, and resources every client services founder needs to build and scale their business.

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Client services are a rewarding business because you're constantly solving new and challenging problems. If you're just getting started out, here are a few things you'll need to get started:

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A CRM. Sales are the lifeblood of any business. The difference between an employee and a business owner is that a business owner is always chasing new deals. A CRM - like Treya - enables you stay on top of opportunities, price engagements and forecast revenue that builds your business.

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A marketing website. You'll need a website to prove that you exist, and showcase your work and services. Don't expect your website to bring in new business, but rather consider it proof that you are a real business for prospects you are meeting. Use tools like Webflow, Squarespace or WordPress.

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A business entity. For liability and tax purposes, you'll want to create a business entity. You'll typically start as a sole proprietorship, but as you grow and have consistent revenue to pay yourself a salary, you'll want to consider an LLC or corporation with S-corp tax status.

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Payroll Solution. If you're going to bring on employees, you'll need to pay them and properly handle taxes and benefits. You can self-manage payroll with tools like Gusto, ADP, or Paychex. Or, you can use a Professional Employer Organization (PEO) that handles payroll and many HR tasks for you.

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Time Tracking and Project Accounting. You'll need a time tracking and project accounting solution to bill and send invoices to your clients for the work your team does. We'd recommend some options here, but this is a service that Treya will offer in the near future. :)

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People to Know. Not only will you need to network to find new clients, but you'll also need to know the people who can help you grow your business. Some important people to you'll want to have a relationship with are accountants, employment lawyers, and recruiters.

Treya is Built to Help You Grow

Treya is built to help you grow your business. We offer the best-in-class CRM and project planning tools for client services businesses, as well as a library of best practices and resources to help you grow your business. Learn more about our features.

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